Monday May 23, 2022
News
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Personal Planner
Bypass the Estate Tax
The American Taxpayer Relief Act of 2012 created permanent rules for federal estate planning. These principles are helpful in creating estate plans, since there now is reasonable certainty. Estate Exemption – For the years 2018 through 2025,...
Washington News
IRS Highlights Improved Taxpayer Service
The House Ways and Means Subcommittee on Oversight held a hearing on May 18, 2022 to discuss ways for the IRS to improve the taxpayer experience. IRS Chief Taxpayer Experience Officer Kenneth Corbin stated, "I am a firm believer that taxpayer service...
Savvy Living
Travel Discount Tips for Seniors
What are some of the best travel discounts available to seniors? My spouse and I are about to retire and are interested in traveling more but live on a tight budget. There are hundreds of different travel-related discounts available to senior...