Taxes Articles

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  1. If You Could Ask the New Administration for One Thing…

    Investors have been bidding up stocks in anticipation of policy shifts by the new administration. Russ discusses the policy ...
  2. 5 Ridiculously Simple Steps to Have More Money in 2017

    Do this to have more money by the end of 2017.
  3. Estate Planning for Beginners, Part Four

    This is how disclaimer trusts work and when it makes sense to use them in an estate plan.
  4. The Uncertain Economic Impact of Trumponomics

    We examine the aspirations—and limitations—of Trump's fiscal plans.
  5. Tax Planning Strategies for the Year Ahead

    The uncertainty surrounding President-Elect Trump may have a significant impact on tax planning.
  6. How to Save More for Your Retirement

    Be sure you know all the tax-advantaged ways in which you can save more for retirement.
  7. Can Trump Kill the Alternative Minimum Tax (AMT)?

    Getting rid of the AMT would be great for upper-middle class taxpayers, but the Treasury would take a hit.
  8. 5 Ways You Can Start Preparing For Tax Season

    Being prepared and using the right tax professional can make your tax season go smoothly.
  9. Middle America Won't Benefit as Much from Trump

    Coastal elites are likely to enjoy greater tax cuts than those in Middle America who helped vote Donald Trump into office.
  10. 5 State Tax Issues For When You Leave the Military

    When you're budgeting for post-military life, certain state tax issues need to be considered.
  11. Tapping Retirement Funds Early – Without a Penalty

    The IRS offers several ways to skirt the 10% penalty on early retirement distributions.
  12. How to Give a Tax-Saving Gift Before The Year Ends

    Giving to charity and family members before year-end can help you save on 2016 taxes.
  13. How to Pay Minimal Taxes on Retirement Assets

    Withdrawing and spending during retirement can be complicated. Here are some tips on how to manage the process in the most ...
  14. 5 Tax Moves To Make Before Year End

    Taxes aren't avoidable, but you shouldn't pay more than your fair share. Here are five moves you can make at year's end to ...
  15. Fund a Lifetime of Giving with Donor Advised Funds

    Donor advised funds can have tremendous tax, cost and administrative benefits.
  16. 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.
  17. Here's Your Year-End Financial Checklist for 2016

    Using these tips to review your 2016 finances will make you more prepared for 2017.
  18. How to Make the Most of Your Donor Advised Fund

    These are the common methods used to determine the annual grant amount for donor-advised funds.
  19. 10 Top Financial Steps to Take Before December 31

    Don't let your financial plan fall to the wayside - consider these financial steps before year-end.
  20. Keep Your Investing Tax-Efficient With These Tips

    It is prudent to take tax considerations into account when constructing taxable investment portfolios.
  21. 5 Year-End Tax Strategies to Prepare for 2017

    Here are five strategies to implement before the end of the year that could help lower your tax bill.
  22. Where Can You Buy Tax Free on Amazon?

    Time was, you could shop online without paying sales tax. That's less and less the case.
  23. How to Make the Most of Your Tax Planning Team

    When financial advisors collaborate with tax advisors, the end result is efficient tax mitigation.
  24. Valuable Year-End Tax Moves for 2016 (Part Three)

    Here's a look at tax strategies for itemized deductions, charitable gifts and other tax credits.
  25. Starting a Donor Advised Fund? Ask These Questions First

    Before establishing a donor-advised fund, these are the questions you should ask a fund sponsor.
  26. Donor-Advised Fund Complaints May Be Overblown

    A recent report contradicts many of the complaints that donor-advised funds are often used improperly.
  27. 5 Tax-Efficient Portfolio Tips for High Income Earners

    High income earners can use these tips to make their portfolio more tax-efficient.
  28. Keep Gifts Simple and Meaningful This Season

    Sometimes simple gift ideas are the best.
  29. Smart Year-End Tax Moves for 2016 (Part Two)

    Here's are some crucial tax planning strategies for investments, Social Security and Medicare.
  30. Harvest Your Tax Losses Before Year-End

    You could have some losses in your taxable accounts that you can harvest for a tax deduction.
  31. Top Ways to Minimize Taxes on 401(k) Withdrawals

    Maximizing your retirement savings is essential to a secure retirement, and a part of that is minimizing taxes on 401(k) ...
  32. 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.
  33. Tips for Effective Charitable Giving Before Year-End

    Before donating, here are some helpful tips to protect both your wallet and generous heart.
  34. 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.
  35. Are You Earning Income or Building Wealth?

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

    Prices are starting to drop as an interest rate hike looms.
  37. 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.
  38. 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.
  39. 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.
  40. 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.
  41. 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. ...
  42. 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.
  43. 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 ...
  44. Who Would Trump's Tax Plan Hit the Hardest? Single Parents

    Single parents can expect a tax increase under Trump's proposed tax plan.
  45. 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 ...
  46. 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.
  47. 10 Tax Benefits for the Self-Employed

    Running your own business has both personal and financial perks.
  48. 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 ...
  49. 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.
  50. 10 Sources of Nontaxable Income

    Taxes are often a deterrent from investing and saving. These financial practices will bring you no tax grief.
  51. 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 ...
  52. How to Owe Nothing on Your Federal Tax Return

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

    The receipts you cram into your wallet could be replaced with cash come tax season.
  54. 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 ...
  55. 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.
  56. 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.
  57. 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.
  58. An Overview of Itemized Deductions

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

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

    This form can lighten your tax load if you owe Uncle Sam.
  61. 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 ...
  62. Happily Married? File Taxes Separately!

    Just because you are in love doesn't mean that a joint return is best for both of you.
  63. 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 ...
  64. Filling Out 1099 Forms

    There are many different 1099 forms for different types of non-employee compensation. We explain the differences among them, ...
  65. 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.
  66. 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 ...
  67. 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.
  68. 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.
  69. 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.
  70. 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 ...
  71. 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.
  72. 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.
  73. 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 ...
  74. 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.
  75. 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.
  76. 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 ...
  77. 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 ...
  78. 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 ...
  79. 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.
  80. 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 ...
  81. 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 ...
  82. 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.
  83. '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 ...
  84. 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 ...
  85. Tax Issues Transitioning Service Members Should Know

    Transitioning military personnel and their families face significant impacts to their tax situation. Here are nine things ...
  86. 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 ...
  87. 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 ...
  88. 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?
  89. For Wealthy People, Trump's Presidency is Gonna Be 'YUGE'

    Donald Trump's tax plan likely means big tax cuts for the wealthiest Americans.
  90. 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 ...
  91. What Trump's Presidency Means for Advisors, Retirement

    How could the Trump Administration's policies impact financial advisors and savers?
  92. 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 ...
  93. 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 ...
  94. 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.
  95. 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 ...
  96. 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 ...
  97. 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 ...
  98. 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, ...
  99. 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 ...
  100. 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 ...
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