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Catherine Martz

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Final Regulations on Charitable Contributions When a State or Local Tax Credit is Received

The Treasury Department and the Internal Revenue Service have issued the final regulations regarding charitable contributions for donors also receiving

What's New Under TCJA for Education Expenses?

By now you know that the Tax Cuts and Jobs Act (TCJA) signed into legislation last December will have a major impact on your tax filings for the years

When is a Disaster a Tax Deduction?

It’s not your imagination--we are experiencing more weather and climate disasters than ever before. According to the website www.climate.gov, in

Is My Home Mortgage Interest Still Deductible?

You’ve probably heard that significant changes have come to the tried-and-true Schedule A itemized deductions methodology we’re all familiar

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Higher Education: So Many Costs, But Not All Qualify for Each of the Tax Benefit Programs

With multiple credits/deductions/education savings programs available to those of us with children in college, it’s confusing to know which costs

Pay as You Go, So You Won't Owe

The title of this article is the IRS’s catchy new slogan launched at the end of October to remind taxpayers that income tax should be paid in throughout

RETIREMENT ACCOUNT LOANS--Should you use them?

The list is long--kids in college, a move to a newer house or a remodel of the current one, family members to support, and vacations to be taken before

Financial Wellness Check-up: Ten Steps to Financial Health

Just as you visit your primary care physician for an annual checkup or have your car inspected annually, it's as important to review your financial

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Pennsylvania Real Estate Tax Discounts

You bought your first house; congratulations! Now you will join other homeowners in paying property tax to your municipality, county and school district.

The Growth of Workplace Financial Wellness Programs

Most of us are familiar with employee wellness plans offered by employers in conjunction with medical insurance. These plans may offer education about

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