Tax Warrior Chronicles

Generation Z Series: A Conversation About Marriage & Taxes

Posted on Fri, Mar 18, 2022

By: N'dia Knight and Rosalind Sutch, CPA, MT


Shockingly, many of the eldest of those who fall into Generation Z are ready to start planning for marriage and building families. In today’s post we will discuss how marriage impacts tax filings status and tax liabilities for newlyweds.

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New PRIDE Bill Removes Statute of Limitations on Pre-Windsor Refund Claims for Same-Sex Married Couples

Posted on Fri, Jun 28, 2019

By: Rosalind Sutch, CPA, MT


June 26th is an important day in LGBTQ history.  On this day, two landmark civil rights Supreme Court cases were decided.  It’s been six years since U.S. v. Windsor and four years since Obergefell v. Hodges.  Windsor struck down the Defense of Marriage Act (DOMA) and mandated the federal government to recognize the marriages of same-sex couples. Obergefell confirmed the fundamental right to marry is guaranteed to same-sex couples under the constitution and effectively mandated states to both recognize and allow same-sex marriages. A new bill seeks to correct a lingering tax issue for these couples.

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Millennial Series: Part II – Tax Tips for Getting Married

Posted on Thu, Jul 20, 2017

By: Cecilia Fernandes


The question has been popped; and the answer is “yes.”  Now, you have a wedding to plan.  Both of you immediately think of things like a dress, a reception hall, guest lists, honeymoon locations, etc. Rarely are taxes part of the equation while planning a wedding; but they are an important part of your new life together. In today’s blog, part of our Millennial Series, we’ll touch on some important steps to minimize tax exposure as a married couple and some other administrative tasks to make the transition from being single to married as smooth as possible.

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Cupid’s Arrow – Tax Tips for the Soon-to-Be Betrothed

Posted on Tue, Feb 14, 2017

By: Clare Porreca, CPA, MT


It’s Valentine’s Day and love is in the air!  As newly-engaged couples plan weddings and focus on dress colors, cake flavors, and honeymoon destinations, we offer some tax tips and advice.  Today is, after all, the annual day of love. And, Tax Warriors love saving you tax dollars!

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IRS to Recognize All Legal Same-Sex Marriages

Posted on Thu, Aug 29, 2013

The U.S. Department of the Treasury and the Internal Service announced today that legally married same-sex couples will be treated as married for federal tax purposes regardless of whether the couple lives in a jurisdiction that does or does not recognize same-sex marriage. 

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Tax Tips for Newlyweds

Posted on Tue, Jul 23, 2013
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