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  • We Do Elder Law
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    • Hot Topics
    • Blog
      • Reader Favorites
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      • Medicaid
      • Medicare
      • Social Security
      • Tax Issues
      • Wills
    • Newsletter
  • About
    • Bob Mason, Attorney
    • Staff
      • Tammy Webster, Client Services Manager
      • Jennifer Barbee Swift, Benefits Specialist
      • Ann Mason, Practice Manager
    • Testimonials
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Tax Issues

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STEP Act Might Step On You

April 26, 2021 by bob mason

Something is perking in Washington that could end up costing many people a lot of money that they weren’t expecting to spend. If you own assets that have appreciated in value, this could be you. As I write this article news outlets are running stories regarding changes to …

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Can You Take a Tax Deduction for Assisted Living Costs?

March 30, 2020 by bob mason

Granddad with laptop

Mom is in an assisted living facility.  Mom and Dad both receive Social Security (total is about $20,000).  Dad receives a federal retirement system pension of $35,000. Because the assisted living facility costs about $3,800 monthly ($45,600 annually) and they have other …

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Will Mom Have to File a North Carolina Tax Return?

March 30, 2019 by bob mason

CAUTION: This column was first written in 2016 and has been updated for 2019. You may reader comments below from earlier years. In another article we looked at whether Mom needed to file a federal income tax return. She earned $6,500 working at Burt’s FastBurgers, received …

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Could These Facts Help You Avoid Filing A Federal Tax Return?

March 30, 2019 by bob mason

CAUTION: This column was first written in 2016 and has been updated for 2019. You may reader comments below from earlier years. Mom (who is 70) is on Social Security and worked part time at Burt’s FastBurgers to earn a little extra and socialize a bit more than she might …

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How Much Can You Earn Without Paying Taxes On Social Security?

March 30, 2019 by bob mason

CAUTION: This column was written in 2016 and has been updated for 2019. You may reader comments below from earlier years. In another post I discussed how much someone can earn without having to file a federal tax return. I suggest you go back and look at that post first. Then I …

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