Taxes Articles

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  1. Important Year-End Tax Moves for 2016 (Part 1)

    Here's part of a year-end tax strategy for 2016, to make the most of your retirement savings plans.
  2. Tips for Effective Charitable Giving Before Year-End

    Before donating, here are some helpful tips to protect both your wallet and generous heart.
  3. Why 2016 Is the Year to Start a Donor Advised Fund

    With possible changes to taxes looming next year, 2016 may be the time to start a donor-advised fund.
  4. Are You Earning Income or Building Wealth?

    Simply having income does not mean that you also have significant wealth.
  5. Muni Bond Returns Feel the Pain as Rates Rise

    Prices are starting to drop as an interest rate hike looms.
  6. Here's How to Make the Most of Your Financial Gifts

    Here are five tips for being strategic and intentional about your year-end gift giving and charitable donations.
  7. How To Get The Most Money Back On Your Tax Return

    These tips will help you get a larger refund this year, while teaching you how to pay less taxes going forward.
  8. What's the Purpose of IRS Form 1065?

    Business partners need the information on this form to complete their own tax returns. Here are the details.
  9. Anticipating Trump: How to Adjust Tax Planning Now

    President-elect Trump's proposed tax plan means your tax situation could change next year. What to do now.
  10. How Trump Tax Plans Will Aid Wealth Building for the 1%

    President-elect Trump's proposed tax plan includes tax breaks that may offer some generous benefits to higher-income earners. ...
  11. 3 Smart Year-End Strategies for Your Money

    Use these three financial strategies - tax planning, retirement planning, and charitable giving - before the end of the year.
  12. Preparing for Potential Tax Policy Changes

    Here is a comprehensive guide to tax planning in an environment where policies could dramatically change under new leadership ...
  13. Who Would Trump's Tax Plan Hit the Hardest? Single Parents

    Single parents can expect a tax increase under Trump's proposed tax plan.
  14. Ryan vs. Trump: How Their Tax Plans Differ

    Changes to the tax code are likely, but President-elect Trump and House Speaker Paul Ryan (D-Wis.) have yet to agree on which ...
  15. Trump's Tax Cuts Not Just for Wealthy: Mnuchin

    Trump’s new Treasury secretary says tax cuts will benefit the middle class more than the wealthy.
  16. 10 Tax Benefits for the Self-Employed

    Running your own business has both personal and financial perks.
  17. Expect Big Capital Gains from These Funds in 2016

    Investors in actively-managed mutual funds should be prepared for big capital gains in 2016 and the tax hit that comes with ...
  18. Trump Feeds Your Kids to D.C. Swamp

    A billionaire with no love for America’s public schools will be running the Department of Education.
  19. 10 Sources of Nontaxable Income

    Taxes are often a deterrent from investing and saving. These financial practices will bring you no tax grief.
  20. 6 IRA Tax Changes That Could Impact You Soon

    Here are several potential measures that could come before Congress in 2017 that would negatively impact the tax benefits ...
  21. How to Owe Nothing on Your Federal Tax Return

    You have the control to determine whether you owe in April. Learn more here.
  22. The Most Overlooked Tax Deductions

    The receipts you cram into your wallet could be replaced with cash come tax season.
  23. Before You Visit Your Tax Preparer: Do This

    The earlier you start preparing your tax records and documents, the more likely you are to have a smooth tax return experience ...
  24. What You Need To Know About Capital Gains And Taxes

    Find out how your profits are taxed and what to consider when making investment decisions.
  25. Six Ways Your Tax Preparer Knows You're Lying

    An experienced tax preparer can sense when a client is lying. Find out what sets off their lie detectors.
  26. How To Claim A Dependent On Your Tax Return

    If you are a caregiver, get to know the rules for claiming a dependent before filing your taxes.
  27. An Overview of Itemized Deductions

    Not taking the standard deduction this year could save you hundreds of dollars.
  28. Taxation Rules for Bond Investors

    Several factors affect the taxable interest that must be reported. Learn more here.
  29. Form 9465: Don't Pay Your Back Taxes Without It

    This form can lighten your tax load if you owe Uncle Sam.
  30. Why Some Investors Have to Pay Taxes on a Loss

    Here's why some investors need to pay capital gains taxes even if they haven't sold any funds or made any portfolio changes—and ...
  31. Happily Married? File Taxes Separately!

    Just because you are in love doesn't mean that a joint return is best for both of you.
  32. Don't Miss These Insurance-Related Tax Deductions

    Knowing the tax deductions you're entitled to can make or break your bank account. Do you know about all these insurance-related ...
  33. Filling Out 1099 Forms

    There are many different 1099 forms for different types of non-employee compensation. We explain the differences among them, ...
  34. Year-End Finance Tips for Small Firms and Freelancers

    Here's a robust end-of-the year tax-prep checklist for individuals and entities that earn 1099 income.
  35. Start Preparing Now For Your Next Tax Bill

    By now, your accountant should be able to estimate your tax bill. If there are some surprises, you still have time to plan ...
  36. Filling Out The W-9 Form

    Freelancers and independent contractors have to fill out a W-9 for their employers and clients. Here's what to do.
  37. How to Fill Out Your W-4 Form

    Your step-by-step guide to making sure your employer reports your tax withholding correctly to the IRS.
  38. What To Do If You Lost Your W-2

    There's no need to panic if you don't have your Form W-2 — there are easy ways to gain access to get it or file without it.
  39. Make the Most of 'Giving Tuesday'

    Giving Tuesday is a good time to share the wealth, especially if you're interested in maxing out your tax deduction for charitable ...
  40. 4 Things to Do Now to Plan for a Trump Tax Cut

    Here are four year-end strategies to make the most of Donald Trump's plans to lower taxes.
  41. Why 2016 Is an Especially Good Year to Donate to Charity

    If you've had a good year financially and you want to give back by supporting a charity, now might be a good time to do so.
  42. What a Trump Presidency Could Mean for Bond Markets Long Term

    Bonds sold off after Donald Trump's surprise election win. What could the election results mean for bond markets over the ...
  43. Using Estate Planning to Divide Your Assets

    Because there are many nuances to asset distribution, an estate plan should be customized for you and your family.
  44. Year-End Tax Planning That Will Boost Your Returns

    Year-end tax planning is crucial to take advantage of strategies to maximize after-tax returns on your investments.
  45. What to Do This Year with Tax Cuts Coming in 2017?

    Here are several strategies that taxpayers can use to make the most of the likely coming tax cuts following Donald Trump's ...
  46. Trump’s Upper-Middle-Class Tax Increase

    While the rich save on taxes, some upper-middle-class couples and singles may find themselves in a higher tax bracket under ...
  47. Best 3 Mortgage Calculator Websites Without PMI

    Discover three mortgage calculator websites that do not require you to factor private mortgage insurance (PMI) into your ...
  48. Muni Bonds Can Help Cushion the Bite of Taxes

    We evaluate why It’s important to take tax implications into consideration when investing in municipal bonds.
  49. Financial Planning Issues for Foreign Nationals in U.S.

    There are a host of issues that foreign nationals face in the U.S. regarding taxation, credit and estate planning. Here are ...
  50. Chart of the Week: Trump’s Win Reinforces a New Market Regime

    We see Donald Trump’s surprise win reinforcing the reflationary theme that has shaped global markets in recent months. We ...
  51. How to Help Clients Harvest Tax Losses by Year End

    Here's how to help clients employ tax-loss harvesting to reduce their taxes before year end.
  52. 'Tis the Season to Donate Your Way to Lower Taxes

    Holiday season is the traditional time to donate to charity. Here are some ways to help maximize tax relief from charitable ...
  53. Expect Big Capital Gains Distributions from These Funds (AGTHX, ACRNX)

    The steady rise in the markets since 2009 has led to some outsized gains in a few funds that are finally being realized as ...
  54. Tax Issues Transitioning Service Members Should Know

    Transitioning military personnel and their families face significant impacts to their tax situation. Here are nine things ...
  55. Welcome to the New World of Reflation

    In the post-election markets, investors are preparing for the potential for higher growth—and inflation. Learn about the ...
  56. Is there any way to opt out of paying Social Security?

    Understand more about the purpose of the Social Security system and learn which groups of taxpayers are automatically exempt ...
  57. What Would Your Tax Plan Be if You Won $1 Million?

    If you won $1 million, would it make sense tax-wise to take a lump sum or a 20-year pay out?
  58. For Wealthy People, Trump's Presidency is Gonna Be 'YUGE'

    Donald Trump's tax plan likely means big tax cuts for the wealthiest Americans.
  59. How Income Taxes Could Change Under President Trump

    Different tax benefits for families, changes in tax brackets and what could happen to mortgage interest deductions with President ...
  60. A Trump Estate Tax Repeal? Not So Fast

    Donald Trump faces an uphill battle when it comes to his promise of repealing the estate tax. Here's why.
  61. What Trump's Presidency Means for Advisors, Retirement

    How could the Trump Administration's policies impact financial advisors and savers?
  62. What Clinton's Presidency Would Mean for Advisors, Retirement

    If Hillary Clinton is elected to the presidency, her tax plans could have a big impact on economic growth and retirement ...
  63. Why Financial Advisors Love (and Hate) Donald Trump

    Based on personality, tax and economic policies, financial advisors are understandably split on Donald Trump. Here's what ...
  64. How to Minimize Estate Taxes via Charitable Giving

    Here are several ways to reduce your taxable estate while providing a gift to a worthwhile cause.
  65. Hillary Clinton Promises Free College and Higher Wages

    With income inequality on the rise, Hillary Clinton is running on raising the minimum wage, raising middle class wages, and ...
  66. What Inspires Your Wealthy Clients to Give Back

    New research about high net worth philanthropy shows that values drive giving decisions—and that donors plan to keep on giving ...
  67. Clinton vs. Trump: What Happens to Your Income Taxes?

    The Clinton and Trump income tax proposals differ, but neither is revolutionary. The distinctions are in the details: tax ...
  68. Delaying Taking Social Security: What to Consider

    Ready to cash in on your retirement? Here's how waiting to take Social Security can save you money in taxes and other ways, ...
  69. 4 Tax Strategies You Should Consider Before the Year Ends

    Here are four tax strategies to implement before the end of the year to reduce your chance of having a negative surprise ...
  70. 6 Reasons Not to Recharacterize Your Roth IRA

    If you're thinking of recharacterizing your Roth IRA into a traditional IRA account, here are six compelling reasons why ...
  71. Why Donald Trump May Never Pay Federal Income Tax Again

    The alleged billionaire, last known to have paid up in 1977, may not have to until 2042 - if then.
  72. 5 Year-End Tax Tips You Should Consider

    Here are five things you need to do before December 31 to gain certain tax benefits or avoid penalties.
  73. Advantages And Disadvantages Of ETFs

    You've probably heard that ETFs are better than mutual funds, but you need to consider all aspects before investing.
  74. Are You Taking Advantage of the College Tuition Tax Credit?

    Parents with a child enrolled in college should check out the college tuition tax credit, a boon that can help defray the ...
  75. The Investing Implications of the 2016 Election

    The 2016 U.S. election is unusually consequential. We examine what it could mean for investors.
  76. How Tax Treatments Of ETFs Work

    Here is a look at how ETFs are taxed and the effects of that tax treatment on investors.
  77. IRA Taxes: How to Make Sure You Pay Less

    Once you retire, taxation on an IRA can become your biggest enemy. Here are a few steps that can help ease the tax burden.
  78. Will the Backdoor Roth IRA be Eliminated?

    The President’s 2017 budget has proposed several changes to the rules regarding retirement accounts with those for Roth IRAs ...
  79. Retirees: Beware of These 6 IRS Red Flags

    Tax audits are stressful and can result in expensive fines. Here are six things to know about when it comes to sidestepping ...
  80. Betterment Says New Tax Algorithm Boosts Returns

    Betterment has rolled out a tax-coordinated portfolio that it claims will boost returns by 0.48% annually.
  81. Financial Planning Tips for the End of the Year

    Taking the time to review your year-end financial planning should be an important agenda item well before the year actually ...
  82. Clinton's Estate Tax Plan: What Advisors Need to Know

    Hillary Clinton's plan to increase estate taxes has many concerned that it will negatively impact farmers and small businesses ...
  83. What's a Tax-Efficient Investment for a Large Sum?

    Here's how to invest a large sum, such as assets from a profit-sharing plan, with a mind toward tax efficiency.
  84. It's Not Just Trump: Meet the HINTs (High Income, No Taxes)

    Donald Trump may be the most flamboyant example, but so many affluent Americans don't pay taxes that the IRS even has a nickname ...
  85. Tax Deductions on Mortgage Interest

    If you're a homeowner, this is one item you want to understand and use on your return.
  86. Don't Get Scammed by Fake IRS Phone Calls

    There's been an increase in fraudulent phone calls and emails from people pretending to be the IRS. Here's how to know if ...
  87. Estate Planning for Beginners, Part One

    Where do you start with estate planning? Here's a helpful outline to make sure your assets go where you want them to in the ...
  88. Top Tips for Retirement Account Withdrawals

    Top things you need to know when it comes to managing the complex task of retirement account withdrawals.
  89. Is the Roth IRA Under Threat?

    Roth IRAs are one of the most popular retirement savings accounts. Could Congress ever decide that too much money is being ...
  90. Tale of Two Charities: Trump's Helps Trump, the Clintons' Is the Real Deal

    The Clintons have been quite literally a thousand times more charitable than The Donald. And now the Trump Foundation is ...
  91. Art of the 'Steal': How Trump Lost $916M and Avoided Tax

    This is how Donald Trump’s accountants most likely used the tax code to avoid paying income tax for almost two decades.
  92. Is it Smart to Avoid Paying Federal Income Tax?

    Not paying federal income taxes might sound appealing, but is it really a good idea?
  93. 3 Most Popular Charitable Investment Accounts

    Charitable investment accounts aren't just for the wealthy. There are several options for donors who want to manage their ...
  94. 9 Tips For Growing A Successful Business

    Give your business what it needs to thrive and it will reward you for years to come.
  95. Chart of the Week: Time to Rethink the Role of Treasuries

    This week's chart explains why it's time to rethink the role of U.S. Treasuries in portfolios, and specifically to be cautious ...
  96. Affluent Clients Have Different Financial Planning Needs

    Financial advisors must keep in mind that affluent clients have different planning needs to address taxation, wealth protection ...
  97. Top 6 Reasons You Could Face a Tax Refund Delay

    Several factors could lead to a tax refund delay, such as having errors in your filing or claiming certain credits that are ...
  98. Don't Make These Top 10 Mistakes On Your Roth IRA

    Don't lose out on the benefits of a Roth by contributing too much, breaking rollover rules or making other avoidable errors.
  99. How "Death Tax" Waivers Work

    Although the specific rules vary by state, an estate or inheritance waiver relinquishes an heir from the right to receive ...
  100. Eliminating Taxes on Your Social Security Benefits

    Two things in life are certain: death and taxes. But what if you could reduce, or even eliminate one of them?
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