Tax guidance for major life events including marriage, divorce, having children, death of a taxpayer, and filing status changes.
Major life events can significantly impact your taxes. Navigate these changes with confidence using our comprehensive guides.
Child Tax Credit, Additional Child Tax Credit, Credit for Other Dependents, Child and Dependent Care Credit, Earned Income Credit, and education credits. Income phaseouts and qualification rules.
Calculate support provided to determine dependent eligibility. Includes shared household expenses and multiple support agreements.
Name and address changes, withholding adjustments, filing status options, and common tax planning opportunities for newly married couples.
Filing status during and after divorce, alimony (pre-2019 vs. post-2018 rules), child support, property transfers, and dependent exemptions.
Single, Married Filing Jointly, Married Filing Separately, Head of Household, Qualifying Surviving Spouse. Requirements, benefits, and choosing the right status.
Personal representative responsibilities, filing final Form 1040, claiming refunds, estate income, and coordination with estate tax return.
Moving expense deduction for active duty military members (PCS orders). Qualified expenses and Form 3903.
These guides reflect 2025 rules and limits. Refer to the 2026 versions above for current information.
Child Tax Credit ($2,000 per child), Additional Child Tax Credit, Credit for Other Dependents, Child and Dependent Care Credit, Earned Income Credit, and education credits. Income phaseouts and qualification rules.
Calculate support provided to determine dependent eligibility. Includes shared household expenses and multiple support agreements.
Name and address changes, withholding adjustments, filing status options, and common tax planning opportunities for newly married couples.
Filing status during and after divorce, alimony (pre-2019 vs. post-2018 rules), child support, property transfers, and dependent exemptions.
Single, Married Filing Jointly, Married Filing Separately, Head of Household, Qualifying Surviving Spouse. Requirements, benefits, and choosing the right status.
Personal representative responsibilities, filing final Form 1040, claiming refunds, estate income, and coordination with estate tax return.
Moving expense deduction for active duty military members (PCS orders). Qualified expenses and Form 3903.
Life changes require tax planning adjustments. Schedule a consultation for guidance specific to your situation.