Same-Sex Couples May Now File Joint Income Tax Returns

Same-Sex Couples May Now File Joint Income Tax Returns

Posted: September 5th, 2013 | Author: | Filed under: Estate Planning, Income Tax Planning | Tags: , , , , , , , , , |

The U.S. Department of Treasury and Internal Revenue Service have just established that several key income tax benefits previously only available to opposite-sex marriages are now available to those in a same-sex marriages as well.

Under the announcement (U.S. Treasury) and the rule (IRS), benefits now available include the ability to file a joint income tax return (which may cut your tax cost), but also increase the tax-free part of a couple’s estate for transfer to heirs (double an individual’s lifetime limit). Additionally, all the same income tax benefits that may come from filing a household income tax return are available, including deductions, exemptions and credits. Read the rest of this entry »

Conflict Free Financial Planning has Arrived in Omaha

Posted: September 21st, 2010 | Author: | Filed under: Budgeting & Saving, Callahan Financial Planning, Estate Planning, Income Tax Planning, Investment Planning, Paying for College, Paying for Financial Advice, Paying Off Debt, Retirement Planning, Small Business | Tags: , , , , , , , , , , , , |


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