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Education Tax Credits: What You Need to Know

Education Tax Credits: What You Need to Know

It’s back-to-school season, so what better time to talk education tax credits? Taxpayers claiming the credits are often flagged by the IRS, usually due to a simple-to-fix form mismatch. There are two education tax credits that students—and parents of students—can...

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Claiming an Adult Child on Your Tax Return

Claiming an Adult Child on Your Tax Return

We’re often asked how long a young adult can be claimed as a dependent on their parent’s tax return.  Navigating taxes on their own is a rite of passage that most would prefer to put off as long as possible, after all. Most young adults can do just that and remain as...

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Employer Tax Breaks for Student Loan Assistance

Employer Tax Breaks for Student Loan Assistance

COVID-era repayment and interest moratoriums on student loans are ending. If you’re an employer, you no doubt have employees who are affected (you may be personally affected as well). Here are some insights on how employers can help while receiving tax breaks in the...

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