Taxes Articles

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  1. 8 Ways a Private Family Foundation Could Spark IRS Interest

    IRS rules are extremely complex and can prohibit acts that seem – or even are – totally fair and even commonsensical. Here's ...
  2. Donald Trump’s Real Estate Math Tricks

    Is Trump’s Westchester County golf course worth more than $50 million – or just $1.4 million? That depends. Who pays for ...
  3. Property Taxes in Illinois: A Quick Guide

    Learn about Illinois’ property tax policy, including which counties have the highest levies.
  4. Real Estate: A Quick Guide to Cleveland

    Learn about the nation's second most affordable housing market, Cleveland, Ohio. Learn how savvy real estate investors could ...
  5. Property Taxes in Wyoming: A Quick Guide

    Discover why Wyoming has one of the lowest effective property tax rates in the country, and compare the tax rate for surrounding ...
  6. How to Use Client Tax Forms to Gain More Business

    Financial planners can learn a great deal about their clients by looking at their tax returns. Here's specifically where ...
  7. These States May Face Junk Muni Bond Defaults

    Puerto Rico may not be the only issuing authority to default on its bonds. Several states are also in trouble--some due to ...
  8. Property Taxes In Hawaii: A Quick Guide

    Learn about Hawaii's property tax rates, including which counties have the lowest rates and how Hawaii's rates compare to ...
  9. Why It's So Important to Update Your Estate Plan

    As rules and exemptions tied to the estate tax change, so should your estate plan. Here's why updating it is so important.
  10. Buffett's Moat: How Sustainable is Tesla's Competitive Advantage? (TSLA)

    Discover the factors of success for Tesla and how its first mover strategy has led to its success as a pioneer in the electronic ...
  11. Real Estate: A Quick Guide to Philadelphia

    Learn about real estate market trends in Philadelphia, where suburban living and city dwelling offer residents the best of ...
  12. Real Estate: A Quick Guide to Mesa, Arizona

    Take a closer look at the Mesa, Arizona, real estate market, and learn more about its recent performance and its most expensive ...
  13. Property Taxes in New Hampshire: A Quick Guide

    Discover why New Hampshire has one of the highest effective property tax rates in the country, despite having one of the ...
  14. Investing Opportunities to Consider Before the Second Half

    Markets today are characterized by low returns and lots of “me-too” trades, but it’s important to remember low return doesn’t ...
  15. Puerto Rico Bonds: What Investors Should Know

    The real impact of Puerto Rico’s debt crisis has yet to be felt by investors, but it's coming soon.
  16. Property Taxes In Pennsylvania: A Quick Guide

    Review the property tax structure in Pennsylvania and how the commonwealth's real estate taxes compare to effective rates ...
  17. 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 ...
  18. 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 ...
  19. Is a Universal Basic Income Practical?

    Should the government be responsible for giving every citizen a fixed amount of money?
  20. Assessing the Value of the Roth IRA Conversion

    Learn how the interplay among an intricate web of factors in a Roth IRA determines the strategy’s potential value.
  21. Tax Deductions on Mortgage Interest

    If you're a homeowner, this is one item you want to understand and use on your return.
  22. Top 10 Home Business Tax Tips

    If you work for yourself, make sure you are getting the most for your tax dollars.
  23. 4 Reasons Small Businesses Fail to Grow

    Owning a small business can be financially rewarding, but there are certain obstacles that may make building sustainable ...
  24. Ireland Economics: 3 Troubling Similarities to Greece

    Discover how recent political changes in Ireland could compromise years of balance sheet improvements and economic growth, ...
  25. Estate Planning: 16 Things Prince (and You) Should Have Done

    The must-do list Prince and his advisors should have completed to avoid leaving his family without a will and an estate plan.
  26. How Did Puerto Rico End Up With So Much Debt ?

    Learn how heavy bond issuance, economic decline, oppressive social spending and a declining population combined to bring ...
  27. Married Gays Are Surprised to See Bigger Tax Bills

    Gay married couples can now file joint federal and state returns, but they should know how the marriage penalty in the tax ...
  28. The Top 5 Countries for Dividend Investing (WBK, BBL)

    Read about the five best foreign countries for American dividend investors, based on a ranking of their average after-tax ...
  29. When a 401(k) Hardship Withdrawal Makes Sense

    If you've exhausted all other avenues, there are ways to withdraw funds before age 59½ – sometimes without the 10% penalty ...
  30. Here's the Best Way to Skirt Capital Gains Taxes

    Taxpayers who know the rules for netting gains/losses can generate additional losses to net against the taxable gains in ...
  31. What All the Candidates’ Tax Plans Are Missing

    The presidential candidates have starkly different tax-reform proposals – but none of them gets to the real problem of America's ...
  32. 3 Ways Tax Haven Governments Make Money

    If the governments of tax haven countries impose little, or no, income taxes, how exactly do these nations generate revenue?
  33. Assets the Ultra-Rich Use to Reduce (or Avoid) Taxes

    Paintings, oil wells and yachts can get great tax write-offs for their wealthy owners. All it takes is some smart gaming ...
  34. How Are Collectibles Taxed?

    If you plan to sell collectibles, it's imperative that you know the tax implications.
  35. Panama Papers: What Advisors Need to Know

    Here is how clients may be impacted by some of the issues brought to light by the Panama Papers.
  36. Can't Pay Your Taxes? What to Do Now

    Not enough cash on hand for your April tax bill? No need to panic. Here's what to do.
  37. OK, So I'll Be Smarter Next Tax Time

    5 tax resolutions to start on right now for a smoother tax return next April 18. Yes, it's the same date in 2017.
  38. Missed the Tax Return Deadline? Here's What to Do

    Most important: Do it now.
  39. Performance Review - U.S. Fixed Income in 2015

    Review the performance of the U.S. fixed-income securities in 2015, from the relatively strong U.S. municipal bond market ...
  40. Should University Endowments Be Taxed?

    Some politicians are calling for universities to pay taxes on their massive endowments. Should they?
  41. Where You Get the Most/Least for Your State Taxes

    Are you deriving the greatest benefits from your tax dollars? A recent survey from WalletHub may indicate otherwise.
  42. What to Know Before Moving to a Lower-Tax State

    Moving to a state with different tax rules can be very tempting. Here are some things you should consider before moving for ...
  43. 3 Federal Income Tax Facts You Didn't Know

    Learn about three federal income tax facts that most Americans may not know from one of the most trusted financial resources ...
  44. Tax Credits That Can Get You a Refund

    Here are a few of the credits that may result in a refund check, even if you owe no taxes this year.
  45. One Market Where Oil Doesn’t Really Matter Much

    If you are getting worried that your portfolio will be affected by the recent slide in oil and energy prices, keep reading. ...
  46. You'd Be Rich If You Were Taxed Like a Multinational

    Oh, the money you'd save. Something to think about as you fill out your own taxes, which aren't getting a tax holiday from ...
  47. The 6 Most Liquid Muni Bond ETFs (MUB,SHM,TFI,ITM)

    Looking for safety in an uncertain world? Consider these liquid muni bond ETFs.
  48. How to Avoid the 6 Most Common Tax Audit Triggers

    These are the most common scenarios that can trigger the IRS to audit a tax return.
  49. Tax-Season Home Stretch: Last-Minute Deductions

    April 18th is almost here, but it's still not too late to find some last-minute deductions. Act now!
  50. Owe Taxes? You Could Lose Your Passport

    A rule slipped into a transportation bill allows the U.S. government to revoke your passport if your tax debt exceeds $5 ...
  51. 3 Bonds that Are Top Bets for Retirement in 2016

    Learn about three bonds that are top choices for retirement in 2016, offering investors increasing yields and lessen market ...
  52. Panama Papers Tip of the Iceberg as Congress Aids Tax Cheats & Terrorists

    Never mind the Panama Papers. America has its own ‘State Thieves, Embezzlers And Liars (STEAL) Protection Acts’ that can ...
  53. All You Need to Know About Tax Havens

    These tax-free zones might sound appealing, but the consequences often aren't.
  54. When Home is Where You Want Your Money to Be

    There are plenty of issues taxing investors today, and many of them reside beyond U.S. borders.
  55. The Top 10 European Tax Havens

    While the popular stereotype of a tax haven is a Caribbean island, these countries in Europe serve as attractive places for ...
  56. Tax Haven Vs. Tax Shelters: Is There a Difference?

    Learn about the difference between tax havens and tax shelters, and how both are used to reduce tax liability or avoid paying ...
  57. The Deadline for Catch-Up Contributions: April 18

    Those who want to maximize their retirement plan contributions can still make a prior-year contribution for 2015. Don't miss ...
  58. This Explains $0 Federal Income Tax for Millions

    Understand how the earned income tax credit works and whether it applies to you.
  59. Where to Find Decent Income Without Indecent Risk

    If you're struggling to derive decent income without indecent risk from your investments, you need to look at these charts. ...
  60. America's Missing $15 Billion in Corporate Taxes

    The “Starve the IRS” strategy cuts the supply of corporate auditors. Result: Big-money tax cheats go free and ordinary taxpayers ...
  61. Simple Last-Minute Tax Tips

    A little preparation and organization can take the stress out of last-minute tax filing.
  62. Get a 6-Month Tax Extension

    Discover how to get some extra time from the IRS, without paying a hefty penalty for the privilege.
  63. 3 Tax Things to Consider for Your Investment Portfolio

    If you are getting frenetic with the tax season and haven't seen the connection between taxes and investments, here are three ...
  64. Tax Breaks for People Over 50

    If you’re over 50 you have some tax advantages that your younger counterparts do not. Don’t submit your taxes without first ...
  65. Tips for Tax-Efficient Retirement Plan Withdrawals

    Here's how advisors can help increase tax efficiency for clients who are withdrawing assets from retirement accounts.
  66. When Volatility Taxes Your Patience & Your Portfolio

    Find out how municipal bonds can be an attractive source of after-tax income, no matter what your tax bracket.
  67. Top Hacks to Protect Clients from Tax Scams

    There are many ways that clients can be victimized in today’s digital world, but there are also many ways to protect against ...
  68. 65 or Older? Have Elective Surgery THIS Year

    This is the last year in which seniors only have to reach 7.5% of adjusted gross income before they can start deducting medical ...
  69. Don’t Let These Overlooked Costs Ruin Your Retirement

    Blindly putting money aside will not optimize your retirement savings. Make sure you understand your position in relation ...
  70. Strategies for Protecting Your Income from Taxes

    Taxes are difficult to avoid, but there are many strategies you can find to help ward them off a bit. Here are a handful ...
  71. How to Save More in Taxes When Giving to Charity

    A good option for IRA owners looking to lower their adjusted gross incomes exists. Here's how the qualified charitable distribution ...
  72. 3 Big Financial Mistakes to Avoid in 2016

    Here's how to avoid these three big and costly financial mistakes in 2016.
  73. Don't Miss These 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 ...
  74. Make $1 Million? Expect an Audit

    If you make $1 million or more, the IRS has its eyes on you. Here's what you can do about it.
  75. Filling Out The W-9 Form

    Freelancers and independent contractors have to give a W-9 to their clients – and you might need to provide one for other ...
  76. Top 5 Ways to Reduce Your Taxable Income

    Reducing your taxable income is a great way to save money on the taxes you owe. Here are five ways to do it.
  77. Six Ways Your Tax Preparer Knows You're Lying

    An experienced tax preparer can usually sense when a customer is providing fraudulent information to them. Find out what ...
  78. Feeling Taxed? What You Need to Know about Munis

    Find out why investors have any number of reasons to feel stressed, now that tax time is coming.
  79. These 13 States Tax Your Social Security Benefits

    It may surprise many that Social Security benefits are taxed. The best way to not let it derail your tax situation is to ...
  80. Ten Things That You Might Not Know Are Taxable

    When you file your taxes this year make sure that you have claimed all taxable income. Here are ten things that you might ...
  81. Surprise! These Items are Taxable

    These are 10 surprising taxable items you need to be aware of if you don't want the IRS knocking on your door.
  82. 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 ...
  83. Corporate Tax Dodge Explainer: Earnings Stripping

    How U.S. corporations take advantage of a legal loophole to avoid paying tax, depriving the U.S. Treasury (and ultimately, ...
  84. Top Tax Deductions Not to Overlook

    If you want to pay as little as possible in taxes, it's important to learn about all the different credits and deductions ...
  85. 6 Tax Forms for Investors Who Have Money Abroad

    If you're a U.S. citizen or resident, and you own assets in other countries, you might need to file these six forms with ...
  86. Top Tax Strategies for Clients in a Bear Market

    So far 2016 has been off to a shaky start. Here are some tax strategies to help offset the pain.
  87. Inside the Hedge Fund Infatuation with Charter Schools

    Find out why the federal tax credits available for investing in charter schools has lured dozens of hedge funds to the lucrative ...
  88. What's the Tax Hit on an IRA Withdrawal?

    How much taxes you'll pay on IRA withdrawals depends on a variety of factors. Use this guide to plan ahead.
  89. Dan Loeb Vs. Warren Buffett: Is Loeb Right? (BRK.A, BAC)

    Find out what triggered Daniel Loeb's comments about Warren Buffett and whether his claims of Buffett's hypocrisy have any ...
  90. 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 ...
  91. How Social Security Benefits are Taxed

    The tax impact of Social Security benefits is often misunderstood. Here's how advisors can help clients manage their tax ...
  92. How to Value Art and Dodge the IRS on Death Taxes

    Appraising artwork can be a very inexact process, and an estate could face penalties from the IRS for undervalued works. ...
  93. Vestas Wind Systems: Time to Invest?

    Examine the history and recent performance of Vestas Wind Systems, and learn why the company's stock may be poised to surge ...
  94. 3 Tax Implications of Dividend Stocks

    Dividend paying companies are attractive in a low interest rate environment, but income seeking investors have to be careful ...
  95. What It Costs to Hire an Accountant in 2016

    Various factors affect how much accountants charge clients each year, including the complexity of the accounting tasks and ...
  96. How Restricted Stock and RSUs Are Taxed

    This form of executive compensation limits how these stocks can be sold. Find out more here.
  97. How to Optimize Taxable Portfolios in Bear Markets

    A bear market presents an opportunity for financial advisors to optimize clients' taxable portfolios.
  98. 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 ...
  99. Confused About Estimated Tax Deadlines for 2016?

    If you run a business or have investment income, pay attention to this year's estimated tax deadlines. Here are the details, ...
  100. Don't Have Your ID Stolen This Tax Season

    How to protect against tax-related identify theft – and what to do if it happens.
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