Posted: September 5th, 2013 | Author: William A. Callahan, CFA, CFP® | Filed under: Estate Planning, Income Tax Planning | Tags: 2013, Fee-Only, Financial Advisor, Financial Planner, Financial Planning, LGBT, Lincoln, Nebraska, Omaha, Tax |
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 »
Posted: September 21st, 2010 | Author: Tiffany Barrett | 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: 2010, About Callahan Financial Planning, Advisor, Budget, College, Commission, Debt, Fee-Only, Financial Planner, Investment, Omaha, Planning, Retirement |
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