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Manny Gonzalez, II, AIF®
Investment Advisor Representative
Signature Financial Group, LLC
9150 South Hills Blvd, Suite 200
Broadview Heights, OH 44147
Phone: 216-642-9556 Ext. 320
Fax: 216-642-5508
Cell: 440-731-0321
Text: 440-583-6146
Email: mgonzalez@sfg4you.com
Website: MGONZALEZWEALTH.COM
November/December 2025
Surprise - It's Taxable!
It's almost that time of year when you and the IRS must settle what you owe — or what the government owes you. Before you prepare your tax return, consider whether you'll need to include any of the taxable items listed below.
- Social Security benefits
- Unemployment benefits
- Portion of a scholarship that covers expenses other than tuition, fees, and books (e.g., room and board, travel, etc.)
- Canceled debt from credit cards, car loans and mortgages (Student loan debt is exempt.)
- Honors with cash prizes
- Certain alimony payments
- Gambling winnings (lotteries, horse racing, casinos, sports betting, etc.) Some losses are deductible.
- Gifts from an employer that reward an employee for services or help promote the company
- Found property
- Bartered property or services in lieu of cash
Consult your team of advisors to determine which items you should include when preparing your income tax return.
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Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Additional advisory services offered through Signature Equity Partners, LLC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
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