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Personal Finance

We are dedicated to keeping clients abreast of the latest developments and tax-saving strategies. This section includes a library of hundreds of timely articles about business, taxes, finances, trends and the like. The articles are categorized by subject matter, which can be accessed from the links. Click on your topic of interest and find a wealth of information.

RELOCATION

From time to time it becomes necessary to relocate, whether it be a move across town or across the nation. Moving can be a disruptive experience whether it be a job-related move, a retirement relocation, or simply exchanging homes within the community. Whatever the reason, these articles provide some helpful tips.

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Change of Address Notifications
If your entire family is moving to the same address and each member has the same last name, you need to fill out only one Change of Address Order form. For all other cases, each individual moving must fill out a separate form.

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Excluding the Gain from a Home Sale
You may qualify to exclude from your income all or part of any gain from the sale of your main home if you meet certain qualifications. The following are highlights of tax rules pertaining to the sale of a home (primary personal residence). These rules are complex and anyone contemplating selling a home or residential rental property should consult with this office in advance of initiating the transaction. This is one area of the tax law where preplanning can save literally thousands of dollars in taxes.

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Lighten the Load Before You Move
If you are just like most of us, after years of living in the same place, you will have collected a variety of items that you never use. Getting rid of those unneeded items before you move can save you money in three ways!

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