Latest articles by Kelley R. Taylor
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Maximizing Retirement: Seven Sources of Non-Taxable 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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What is the Gift Tax Exclusion for 2024 and 2025?
Gift Tax Knowing the annual gift tax exemption can save you time and money.
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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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Powerball Jackpot Winner Will Get a Hefty Tax Bill
Lottery Taxes Whenever someone wins Powerball, the federal government gets a chunk of the prize from taxes.
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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.
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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.
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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 -
EV Charger Tax Credit: What You Need to Know
Tax Credits The federal EV charger tax credit is back for now, with a few key changes to know.
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Colorado Tax Guide
State Tax State tax rates and rules for income, sales, property, gas, cigarette, and other taxes that impact Colorado residents.
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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.
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What’s Happening With Taxes on Overtime Pay?
Income Tax Donald Trump’s proposal to eliminate overtime tax has ignited chatter.
Income Tax -
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.
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How the EV Tax Credit Works
Tax Credits The EV federal tax credit of up to $7,500 can be complicated. Here's what you should know.
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Taxes on Social Security Benefits: Five Things You Need to Know
Social Security The Social Security COLA is just one aspect of your benefits that can impact your taxes.
Social Security -
New SECURE 2.0 Super 401(k) Catch-Up Contribution for Ages 60-63
Retirement Savings SECURE 2.0 changes will allow older workers to increase their retirement savings. Here's what you need to know.
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Trump, House GOP Want ‘One Big, Beautiful Bill’ With Trillions in Tax Cuts
Tax Policy Is combining taxes, border security, and energy policy into one piece of legislation to be passed in 100 days a realistic approach?
Tax Policy -
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.
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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
