Articles by Edward A. Zurndorfer, CERTIFIED FINANCIAL PLANNER®

Edward A. Zurndorfer is a CERTIFIED FINANCIAL PLANNER®, Chartered Financial Consultant, Chartered Life Underwriter, Certified Employee Benefits Specialist and Enrolled Agent in Silver Spring, MD and the owner of EZ Accounting and Financial Services, an accounting, tax preparation and financial planning firm also located in Silver Spring, MD. He is a seminar speaker at federal employee retirement seminars throughout the country and has written numerous publications on federal retirement topics.

Understanding the Capital Gain Tax Rules When Selling a Primary Personal Residence

March 13, 2023 Edward A. Zurndorfer, CERTIFIED FINANCIAL PLANNER®

Real estate sales during 2022 decreased compared to sales in previous years. Ed Zurndorfer explains why it is important for federal employees and retirees — who may have sold their principal residence during 2022 — to review the IRS rules regarding the sale of a principal residence more…

How to Report Capital Gains and Losses on the 2022 Federal Income Tax Return

March 6, 2023 Edward A. Zurndorfer, CERTIFIED FINANCIAL PLANNER®

Ed Zurndorfer outlines how the IRS defines a capital asset, capital gain tax rates, and Schedule D/Form 8949 reporting tips. Practical examples are included more…

How to Report Dividend Income on the 2022 Federal Income Tax Return

February 27, 2023 Edward A. Zurndorfer, CERTIFIED FINANCIAL PLANNER®

Ed Zurndorfer explains how federal employees and retirees must report the ordinary dividends they received in their non-retirement brokerage accounts on IRS Form 1040. Preferential tax rates, nondividend distributions, and dividends from credit unions, life insurance, mutual funds and REITs are covered. more…