Tag Archive: spouse

Jul 08 2014

Dollars and sense:Financial Review at Mid-Year

How is your financial year going? Are you on target with your goals? Halfway through the year is a good time to assess where you are, and where you’re going. Here are some suggestions: • Have you started putting money away for the holidays? No, it’s not too early to start. Saving money each month …

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Permanent link to this article: http://www.easttexasreview.com/dollars-and-sensefinancial-review-at-mid-year/

Permanent link to this article: http://www.easttexasreview.com/claim-a-tax-credit-for-daycare-expenses/

Dec 19 2013

Lone Star State: Who’s Afraid of the Alternative Minimum Tax

Year after year, Congress keeps kicking meaningful income tax reform down the road. Consequently, taxpayers continue to be stuck with an archaic, overly complicated mess that pleases no one – except perhaps some tax accountants who charge by the hour. A prime example is the dreaded alternative minimum tax (AMT). Enacted in 1969 to close …

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Permanent link to this article: http://www.easttexasreview.com/lone-star-state-whos-afraid-of-the-alternative-minimum-tax/

Oct 31 2013

GI Bill eases college costs for military families

As Veteran’s Day approaches, this is a good time to remind our active duty service members and veterans about the many education assistance benefits available to them through the G.I. Bill and other government programs. Here’s a rundown of a few of the more commonly used programs: The Post 9/11 GI Bill is more flexible …

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Permanent link to this article: http://www.easttexasreview.com/gi-bill-eases-college-costs-for-military-families/

Jun 24 2013

What to do when a loved one dies

Whether it’s expected or accidental, the death of a loved one can shake you to the core. The last thing you want is to have to interrupt grieving to deal with mundane tasks, but unfortunately there are many actions that must be done on behalf of the deceased. Some must be taken immediately, while with …

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Permanent link to this article: http://www.easttexasreview.com/what-to-do-when-a-loved-one-dies/

Jun 18 2012

‘Innocent Spouse Relief’ protects against tax fraud

By Jason Alderman I’ll wager that when most brides and grooms utter the phrase, “For better or for worse,” the “worse” they’re imagining probably involves situations like getting laid off or a prolonged family illness – not being the victim of tax fraud perpetrated by a current or former spouse. Married couples typically file joint …

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Permanent link to this article: http://www.easttexasreview.com/innocent-spouse-relief-protects-against-tax-fraud/

Jan 30 2012

Talking finances with your Valentine

By Jason Alderman As you and your spouse celebrate Valentine’s Day over a candle-lit dinner, you may want to avoid romance-killing topics like, “Honey, let’s talk about our financial future.” But you really should have that conversation sooner rather than later to keep your relationship on a healthy footing. Major life changes may require you …

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Permanent link to this article: http://www.easttexasreview.com/talking-finances-with-your-valentine/

May 31 2011

Tax advice for newlyweds

It may not be high on the list of wedding plan activities, but there are a few, simple steps that can help keep tax issues from interrupting newly-wedded bliss, according to the Internal Revenue Service. “With the spring wedding season in full swing, new couples may want to review their changing tax situation,” said Clay …

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Permanent link to this article: http://www.easttexasreview.com/tax-advice-for-newlyweds-2/