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Special Notice on ACA Changes to 2014 Tax Preparation

  • 28 January 2015
  • Author: Cari Holbrook
  • Number of views: 1544
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Special Notice on ACA Changes to 2014 Tax Preparation
The Affordable Care Act (ACA) affects all 2014 individual tax returns. In order to prepare your return, your tax preparer will likely need additional information this year

Four Important Estate Tax Rules for 2015

  • 27 January 2015
  • Author: Cari Holbrook
  • Number of views: 1683
  • 0 Comments
Four Important Estate Tax Rules for 2015

What’s the single best way to reduce estate tax in 2015? Don’t die. Aside from that, the following points are a few things you should know about leaving your hard-earned assets to loved ones this year. If it’s been a while since you’ve updated your estate plan (or you have yet to create one), pay attention to some big changes that have occurred in recent years.

Married in Texas: File Jointly or Separately?

  • 13 January 2015
  • Author: Cari Holbrook
  • Number of views: 5167
  • 0 Comments
Married in Texas:  File Jointly or Separately?

In Texas, determining whether married couples should file jointly or separately on federal income taxes can be fairly simple. Texas is a community property state, which means the earnings of each married spouse are considered “joint” by default. So, in most cases, filing jointly is the obvious path. But are there exceptions? Of course!



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