Tax Warrior Chronicles

Millennial Series Part V:  Tax Help for Having or Adopting Children

Posted on Tue, Aug 29, 2017

By: Stefanie Ostrich, CPA


Welcoming a child into your life is among the most exciting life experiences.  Get ready to feel love like you never knew.  With the love, however, comes many new expenses, like diapers, formula and child care just to name a few.  However, there are multiple tax benefits and tax planning opportunities to help offset some costs. Let’s look at some of the more significant ones.

Read More

What’s In a Name Change? Plenty for the IRS & SSA

Posted on Mon, Mar 30, 2015

Name changes are usually a result of big events for those involved.  It’s important to notify certain government agencies when you tie the knot, adopt a child and/or change your name due to a gender transition. 

Read More

LGBT Marriage & Taxes – Tie the Knot or Finalize the Adoption First?

Posted on Wed, Mar 19, 2014

After the historic June 26, 2013, Supreme Court ruling that Section 3 of the Defense of Marriage Act (aka DOMA) was unconstitutional, many LGBT couples happily committed to legal marriage in 2013 and even more are considering nuptials in the near future.  However, many couples, for a variety of reasons, have not yet taken the plunge.  Our LGBT tax consulting experts have identified several economic and tax considerations LGBT couples may want to quantify when assessing the financial impact of marriage.  This is the second post, in a series of blogs, that addresses these issues.  Last week, we began the series with a post that about who should claim the kids when a couple isn’t married.

Read More

IRS Defers to Defense of Marriage Act for Same-Sex Couples

Posted on Thu, Oct 11, 2012


The IRS has issued guidance, in question-and-answer format, to clarify certain filing questions and ambiguities faced by same-sex couples in state-recognized marriages, civil unions, and domestic partnerships. Despite the facts that the Obama Administration has decided not to defend the Defense of Marriage Act (DOMA), and that a number of courts have struck down the key provision in DOMA that denies recognition of same-sex marriages for purposes of administering federal law, the IRS continues to maintain that legally married same-sex couples don't qualify for tax benefits otherwise available to heterosexual married taxpayers.

Read More