Education Tax Benefits

This handout discusses the education tax benefits. It also provides a comparison of the education credits and discusses the education savings plans.

Planning & Life Issues, Individual Income TaxClare FazackerleyOctober 8, 2018Tax, Education, College, Education Credit, Education Savings, Higher Education, College Expenses, Deductions

Families With Children

This handout provides a listing of various tax credits available for families with children. The rules and limits for each credit are outlined.

Individual Income TaxClare FazackerleyOctober 6, 2018Tax, Children, Tax Credits, Child Tax Credit, Dependents, EITC, Adoption, Education

High-Income Taxpayers

This handout provides a listing of deduction limitations for taxpayers who have higher taxable income.

Individual Income TaxClare FazackerleySeptember 30, 2018Tax, High Income, High Taxable Income, Deductions, Exemptions, Capital gains, Capital Gain Tax Rates, Retirement Credits, IRA Contributions, Medicare, Education

2020 Tax Facts and Figures

This handout provides charts of inflation-adjusted tax provisions, tax rate schedules, and net capital gain tax rates.

Individual Income Tax, 2018Clare FazackerleySeptember 16, 2018Tax, Charts, Tax Provisions, Tax Rates, Capital Gain Tax Rates, Medicare Tax, Standard Deduction, Child Tax Credit, Family Tax Credit, Qualified Dividend, Education, Retirement, Business Expenses, Retirement Plans

Financial Planning Guide

This handout provides a high-level Overview of the financial planning process. Taxpayers can gain valuable information on personal financial planning and income tax planning.

Planning & Life IssuesClare FazackerleyAugust 26, 2018Tax, Personal Finance Management, Financial planning, Retirement, Education, Budgeting, Personal Finance, Early Retirement

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