Less than 25% of federal employees have ever consulted a financial professional. Federal retirement expert, Chris Kowalik, discusses why someone should engage a professional, what they should expect in the process, and what it’s going to cost more…
Non-Itemizers Allowed Charitable Deduction on 2021 Federal Income Tax Return
Federal benefits and tax expert, Ed Zurndorfer, details the specifics of this deduction and how it is claimed on an individual’s federal income tax return. more…
Taxpayers May Face Delays in IRS Processing Tax Returns This Year
Taxpayers should take special care this year due to several critical tax law changes and ongoing challenges related to the pandemic. The IRS provided several tips to help taxpayers have a smooth filing season more…
Federal Employees and Retirees Should Review Dental Insurance Choices
Federal benefits expert, Ed Zurndorfer, discusses why employees, annuitants, and survivor annuitants are encouraged to review their options as to how to pay their dental expenses more…
Tax Consequences of Selling a Principal Residence
Federal benefits and tax expert, Ed Zurndorfer, addresses the tax consequences of selling a principal residence including when you can exclude capital gains, use and ownership tests, and how to report it on federal income tax returns more…