Potpourri of Tax Topics

/Potpourri of Tax Topics

Revisiting a History of Marriage in the Tax Code, Part 3

By | August 17th, 2017|Categories: Potpourri of Tax Topics|Tags: , , |

In Part 3 of this series, we explore why joint tax returns were so common even after major tax-law changes in 1917.

Can I Claim My Disabled Daughter as a Dependent?

By | August 15th, 2017|Categories: Potpourri of Tax Topics|Tags: , , |

Your daughter is likely your dependent. The key test is: is she providing more than ½ of her own support?

Revisiting a History of Marriage in the Tax Code, Part 2

By | August 1st, 2017|Categories: Potpourri of Tax Topics|Tags: , |

In the beginning, in 1913, there were no filing statuses. There was just one tax bracket that applied to all taxpayers.

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Revisiting a History of Marriage in the Tax Code, Part 1

By | July 20th, 2017|Categories: Potpourri of Tax Topics|Tags: |

Image courtesy of user "Olyssya" on Pixabay.com Back in 2014 and into 2015, I posted a multi-part series of posts about the history of marriage in the tax code. In 2016 I was asked to condense that series into a CPE presentation. Here are excerpts from that presentation. This series of posts will cover [...]

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Insolvency Calculation: What Does “Interest in a Retirement Account” Mean?

By | July 14th, 2017|Categories: Potpourri of Tax Topics|Tags: , , |

In this case, the term “interest” means “stake.” For example, if your 401(k) account has a balance of $15,000, you have a $15,000 “interest” in that account.

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