Family Tax Planning Guides
9 guides in this category
Married Filing Separately vs. Jointly: How to Choose
MFJ is usually the better deal, but not always. Learn when filing separately saves money on student loans, medical deductions, or liability protection.
Tax Planning for Couples: Coordinating Income, Benefits, and Withholding
How couples can coordinate tax decisions to avoid surprises and maximize savings.
The Nanny Tax: A Guide for Household Employers
Pay a nanny or household worker $2,700+ a year? You owe nanny taxes. Learn Schedule H rules and how to stay compliant.
Who Can You Claim as a Dependent on Your Taxes?
The IRS rules for claiming dependents — qualifying children, qualifying relatives, income tests, and how dependents affect your tax credits and filing status.
Child Tax Credit 2026: Changes and Eligibility
Child Tax Credit worth up to $2,000 per child. Learn income limits, phase-out thresholds, refundable ACTC rules, and strategies to maximize your credit.
Divorce and Taxes: Who Claims the Children and the House?
Divorce is emotional. Taxes are mathematical. The rules on Alimony changed drastically in 2019. Here is what you need to know.
Strategically Hiring Your Children for Tax Savings
Paying your kids to work in your business is one of the last great tax shelters. Shift high-tax income to a 0% bracket.
Dependent Care FSA vs. Tax Credit: Which Wins?
Childcare is expensive. You have two ways to lower the cost: The FSA (Pre-Tax) or the CDCTC (Credit). Which one saves you more?
The 'Kiddie Tax': Rules for Investing in Your Child's Name
Thinking of shifting income to your kids to save taxes? The IRS thought of that in 1986. Learn the limits of UTMAs and Custodial Accounts.