6/28/24: Certain strategies may help reduce taxes on retirement account withdrawals and that could potentially extend the life of your retirement savings and open up options for wealth transfer.

4/11/24: As the tax filing deadline approaches, watch out for the IRS list of the so-called “dirty dozen" which are tax scams the IRS commonly sees. I joined CBS Mornings to discuss.

3/27/24: As the tax season progresses, the IRS reports having received over 71.5 million tax returns, already issuing more than 49 million refunds to Americans. With the average refund amounting to $3,109, I joined CBS Mornings to discuss how Americans can make the most of their tax refund.

3/17/24: Tax season tips and planning with the one and only Ed Slott, the ultimate tax guru and founder of IRA Help. This is part four of four.

3/16/24: Tax season tips and planning with the one and only Ed Slott, the ultimate tax guru and founder of IRA Help. This is part four of four.

3/10/24: Tax season tips and planning with the one and only Ed Slott, the ultimate tax guru and founder of IRA Help. This is part two of four.

3/9/24: Tax season tips and planning with the one and only Ed Slott, the ultimate tax guru and founder of IRA Help. This is part one of four.

2/2/24: Tax season is officially underway. The IRS says they’re anticipating more than 146 million individual tax returns to be filed by the April 15 deadline. I joined CBS Mornings to share some useful tax tips for filers.

5/23/23: With a ton of money saved in retirement and non-retirement accounts, what should I be doing to lessen the tax burden?

4/7/23: I joined CBS Mornings to discuss ways to boost your refund and what you should do with your tax return.

1/27/23: I joined CBS Mornings to discuss what people need to know for the 2023 tax season. More than 168 million individual tax returns are expected to be filed, with the vast majority coming before the April 18 tax deadline. We also discuss the best way to file, rules for deducting home office expenses, and child tax credit changes.

4/15/22: I joined CBS Mornings with some last-minute tax tips ahead of the filing deadline on Monday, April 18. But before doing so, we also chatted about Elon Musk offering to buy 100% of Twitter.

4/5/22: With a tax hit on the horizon for my non-qualified deferred compensation plan, do I take the hit all at once or spread it out over a few years?

1/27/22: I joined CBS Mornings on the first day of tax season to discuss what Americans need to know when filing their taxes this year, including specifics about the Child Tax Credit, stimulus payments, unemployment benefits and free resources for tax prep.