Videos

What is the Capital Gains Tax?

Capital gains tax applies when a person sells a capital asset, like stock.

What are Inheritance Taxes?

Inheritance taxes are taxes that a person needs to pay on money or property they have inherited after the death of a loved one.

Gift Tax IRS Rules

The IRS charges taxes on certain monetary gifts that people make during the year.

What is the Social Security Tax?

Social security tax is collected by the government to fund the benefits of retirees and those unable to work.

What is the Lifetime Learning Tax Credit?

The Lifetime Learning tax credit is available to anyone who takes at least one class during the year at a post-secondary school, whether it counts toward a degree or not.

How to Estimate the Value of Clothing for IRS Deductions

The value of clothing donations to charity are based on published lists of retail values or current thrift store prices.

What Are Tax Deductions?

There are many eligible expenses that may be used as tax deductions on your tax return.

Why Getting 401(k) Help Matters

This video is about retirement investment help and how to make the most of your money for retirement. Watch Joe and Nathan's story to find out why getting professional investment help on your 401(k) matters.