Latest articles by Kelley R. Taylor
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Six Tax Breaks That Get Better With Age
Tax Breaks Depending on your age, several tax credits, deductions, and amounts change — sometimes for the better.
Tax Breaks -
Are Scholarships Always Tax-Free? What You Need to Know
Education Scholarships are generally tax-free if certain IRS and other requirements are met.
Education -
State Tax Changes for 2025: Key Reforms and What They Mean for Your Finances
State Taxes It’s important to stay informed of state tax changes that can impact your budget.
State Taxes -
Will Trump's Education Dept. Order Hurt Scholarships and Key Tax Breaks?
Tax Breaks The Trump administration's efforts to abolish the Department of Education could impact tax policy, college affordability, and your wallet.
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SECURE 2.0 Act Summary: New Retirement Savings Changes to Know
Retirment Plans The SECURE 2.0 Act makes significant changes to retirement savings plans. Here's what you need to know.
Retirment Plans -
Maximizing Retirement: Seven Types of Tax-Free Income in 2025
Taxable Income Leveraging non-taxable income in retirement can help preserve your hard-earned money.
Taxable Income -
Who’s Named First on Your Income Tax Return?
Tax Returns A new study says the order of names on a joint income tax return can provide insights about the people filing.
Tax Returns -
Are 87,000 New IRS Agents Coming for Your Tax Dollars?
IRS Billions in funding for the IRS has some people worrying about IRS agents and audits.
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What Would a Government Shutdown Do to the IRS?
IRS With a government shutdown looming, some wonder how IRS operations will be affected.
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IRS Says File By April 15 for $1 Billion in Unclaimed Tax Refunds
Unclaimed tax refunds from 2021 are waiting for millions who might not know it.
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Capital Gains Tax Exclusion for Homeowners: What to Know
Tax Breaks The IRS capital gains home sale exclusion can be a valuable tax-saving tool if you are eligible.
Tax Breaks -
The Social Security Fairness Act and Your Taxes: Are You Prepared?
Social Security To maximize Social Security Fairness Act benefits, retirees will have to minimize unexpected tax burdens.
Social Security -
When Are Estimated Tax Payments Due in 2025?
Tax Deadlines You make quarterly estimated tax payments to the IRS if you are self-employed or don’t have taxes withheld from your income for other reasons.
Tax Deadlines -
Colorado Tax Guide
State Tax State tax rates and rules for income, sales, property, gas, cigarette, and other taxes that impact Colorado residents.
State Tax -
Retirement Income Tax and the IRS: What Retirees Need to Know for 2025
Retirement Income Several tax changes are happening that can impact how your retirement income is taxed at federal and state levels.
Retirement Income -
Seven Ways to Reduce Taxes on Social Security Benefits in 2025
Social Security Minimizing taxes on Social Security is an essential consideration for many retirees.
Social Security -
2025 Tax Deduction Change for Those Over Age 65
Tax Changes Adjustments to the extra standard deduction can impact the tax bills of millions of older adults.
Tax Changes -
IRS Ends Inherited IRA Confusion: Annual RMDs Required for Many
IRAs The agency has resolved a major point of uncertainty for inherited IRA beneficiaries.
IRAs -
Elon Musk, DOGE Target IRS Tax Records: Is Your Personal Data at Risk?
Tax Privacy Some wonder whether Elon Musk and other private citizens should have access to confidential taxpayer information.
Tax Privacy -
Presidents Day and the IRS: Four Things You Need to Know
Tax Season The weeks surrounding Presidents Day are a particularly busy tax time for the IRS.
Tax Season -
Roth 401(k) Changes: What You Should Know for 2025
Retirement Savings Key changes to Roth 401(k) account rules may affect your tax planning and retirement savings.
Retirement Savings -
No New IRS Agents? What Trump’s Federal Hiring Freeze, Firings Mean for Your Taxes
IRS Will an executive order and firing IRS workers reshape the federal tax agency and impact how long it takes to get your tax refund?
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Will Florida Property Tax Be Eliminated?
Property Taxes A new proposal is raising questions about revenue generation in the Sunshine State.
Property Taxes -
Are Armed IRS Agents Headed to the Border?
IRS Enforcement The Trump administration is considering a controversial move to redeploy some IRS agents.
IRS Enforcement
