Taxes Articles

  1. Get a 6-Month Tax Extension

    Discover how to get some extra time from the IRS, without paying a hefty penalty for the privilege.
  2. 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 ...
  3. 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 ...
  4. 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.
  5. 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.
  6. 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 ...
  7. 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 ...
  8. 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 ...
  9. 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 ...
  10. 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 ...
  11. 3 Big Financial Mistakes to Avoid in 2016

    Here's how to avoid these three big and costly financial mistakes in 2016.
  12. 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 ...
  13. 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.
  14. 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 ...
  15. 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.
  16. 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.
  17. 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 ...
  18. 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 ...
  19. 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 ...
  20. 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.
  21. 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, ...
  22. 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 ...
  23. 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 ...
  24. 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.
  25. 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 ...
  26. 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.
  27. 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 ...
  28. 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 ...
  29. 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 ...
  30. 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. ...
  31. 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 ...
  32. 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 ...
  33. Tax Breaks for Second-Home Owners

    Owning a second home is a great investment for a variety of reasons, but you need to know the tax implications of multi-home ...
  34. 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 ...
  35. How Restricted Stock and RSUs Are Taxed

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

    A bear market presents an opportunity for financial advisors to optimize clients' taxable portfolios.
  37. 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 ...
  38. 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, ...
  39. Don't Have Your ID Stolen This Tax Season

    How to protect against tax-related identify theft – and what to do if it happens.
  40. Free 2016 Tax Preparation! Top Online Services

    A place that fills out and files your taxes free of charge? It's no myth, as long as you have a simple return. Read on to ...
  41. Is Your Online Tax-Prep Service Secure?

    News that even IRS-approved online tax-prep companies can fail a cybersecurity test is worrying. Here are steps to keep your ...
  42. The Most Overlooked Tax Deductions

    The receipts you cram into your wallet could be replaced with cash come tax season.
  43. Top Tax Planning Tips for Volatile Markets

    Volatile markets provide several ways to lower tax bills ... if you play your cards right.
  44. Match Your Tax Preparer to Your Tax Picture

    A tax pro can not only minimize the taxes you pay on tax day but may be able to help with other tax matters. Here's how to ...
  45. How to Use the IRS Website

    The IRS website is vast, but it offers plenty of easy-to-understand information even if you’re not a tax attorney. Here’s ...
  46. 2 Tech Stocks Near Their 52-Week Lows Worth Buying (IMOS, BCOR)

    Consider technology sector stocks as interest rates rise, since they typically have low debt loads. Find bargains among stocks ...
  47. How to File Your Child's First Income Tax Return

    Use this quick parental guide to help your child learn the tax filing process and establish good habits.
  48. Will the Wealthy See a Tax Incentive Cut?

    President Obama has unveiled plans to increase taxes for the wealthy. Retirement income and capital gains are two key areas ...
  49. Taking a Roth IRA Early Withdrawal for College Tuition

    Weigh this Roth IRA strategy against using a 529 plan to save for college – it may be smarter.
  50. Colorado's Retail Pot Use Increases State Revenue

    Colorado State revenue from marijuana sales have grown by over 75%, and most of that increase is due to sales for recreational ...
  51. Maximize the Tax Benefit from Your Annuity

    Understand how nonqualified annuities are taxed during your lifetime, and how they are taxed when passed on to your beneficiaries.
  52. How Does Neighborly Work and Make Money?

    Neighborly democratizes finance, enabling investments in municipal bonds that impact local communities.
  53. Is Multinational Tax Avoidance at an End?

    Are governments doing enough to end corporate tax avoidance?
  54. Profit from Art with a Charitable Remainder Trust

    With a CRUT, art collectors can avoid capital gains taxes on the sale of art– while also leaving their favorite charity a ...
  55. What Baby Boomers Need to Know About IRA RMDs

    Mandatory minimum distributions from traditional IRAs and qualified plans cannot be avoided. But there are several ways to ...
  56. Hillary Clinton's Liberal Orthodoxy

    Clinton's economic agenda laid out in July is divided into three broad groups: strong growth, fair growth and long-term growth. ...
  57. Bernie Sanders: Socialist or Liberal?

    Sanders' pitch centers on economic inequality in the U.S., which is both more severe than it is in other developed countries ...
  58. Why People Renounce Their U.S Citizenship

    This year, the highest number of Americans ever took the irrevocable step of giving up their citizenship. Here's why.
  59. The Top 4 Income Investments for Retirees in 2016

    These four investment types should mitigate risk in 2016 for retirees seeking income.
  60. Obama Floats $10 a Barrel Oil Tax

    President Obama intends to propose a $10 a barrel tax on oil; consumers might have to cough up 25 cents more per gallon.
  61. Taxes: H&R Block vs. TurboTax vs. Jackson Hewitt

    There are more and more tax services to help ease the pain of filing income taxes. Here's our take on three of the biggest.
  62. Retirement Plan Tax Prep Checklist

    Here's a list of items you need to have in order by tax time, including paying attention to those pesky required minimum ...
  63. The (Expected) Market Impact of the 2016 Election

    With primary season upon us, investor attention is beginning to turn to the upcoming U.S. presidential election.
  64. Jan. 31 is Sunday: Almost No Time to Duck Obamacare Penalty

    If you don't have health insurance, act NOW or you could owe penalties on your 2016 taxes, in addition to this year's.
  65. 5 Economic Changes to Expect if a Republican Wins in 2016

    Discover the five most likely economic changes the United States can expect if a Republican wins the presidential election ...
  66. 3 Legg Mason Mutual Funds with Long Track Records (LM)

    Discover three Legg Mason mutual funds with long track records. Read a summary of each fund, as well as performance and manager ...
  67. University Donations: Which Schools Got the Most

    A closer look at the staggering $40.3 billion donated to colleges and universities in 2015.
  68. How Billionaires Around the Globe Give Back

    This list of foreign billionaire philanthropists is robust. Here's a list of rich entrepreneurs around the globe who have ...
  69. Is This the Most Important Retirement Investment?

    Giving back in retirement is an oft-ignored but important investment. Giving charitably can be a force for happiness for ...
  70. 5 Economic Changes to Expect if a Democrat Wins in 2016

    Discover the potential economic effects of a Democratic White House win in 2016, including higher taxes for the wealthy and ...
  71. 6 Personal Finance Tips to Start 2016

    The new year is an excellent opportunity to review your personal financial plan and take steps to get on track to meet your ...
  72. Tax Time is Coming; Don't Be Caught Off Guard

    It's time to think about tax returns again. The good news is that the regulations in 2016 have not changed dramatically from ...
  73. The Impact of 2015 Tax Extender Bill on Savers

    The passage of the PATH legislation at the end of 2015 gives advisors more clarity on how to help clients with tax and financial ...
  74. 5 Toronto Startups That Emerged This Century

    Learn how Toronto has built a fertile climate for startups, and identify some of the top companies to emerge from the city's ...
  75. 10 Best States for Property Taxes in 2016

    Whether you are thinking of moving or just curious to see whether your state is in the top 10, these rankings are eye-opening.
  76. Powerball Mania: Take the Annuity?

    Should you win the lottery, you need to decide how to accept your winnings: lump sum or annuity payouts. Here's how to choose.
  77. How the New Allergan Plc Will Make Money

    Allergan plc is not only enormous, it's about to more than double in size. Here's why and how.
  78. 4 Best Franklin Templeton Fixed Income Mutual Funds

    Learn about the four best mutual funds of Franklin Templeton Investments that invest in a wide variety of fixed-income and ...
  79. Avoid the Social Security Tax Trap

    Government benefits can cost you big money! Know the income thresholds before you file.
  80. Understanding How Oil Companies Pay Taxes

    Read about how big oil corporations pay taxes, and learn about tax exemptions and the option to defer. Discover the argument ...
  81. S Corp. Vs. LLC: Which Should I Choose?

    Understand the major distinctions between an S corporation and an LLC, and the important factors to consider when choosing ...
  82. Best 3 Mortgage Calculator Websites without PMI

    Discover the three best mortgage calculator websites online that do not require you to factor private mortgage insurance ...
  83. How Will Raising Taxes on the 1% Make a Difference?

    What would happen if taxes were raised (even by a small degree) on the highest earners?
  84. 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, ...
  85. 3 Reasons To Be Flexible When Investing For Retirement

    Retirement investing can't be something you set and forget. If you aren't flexible, you could end up with a savings shortfall, ...
  86. Make Employees Happier with This Simple Tip

    Offering socially responsible options is a good way to increase employees' sense of satisfaction, which can lead to improved ...
  87. Successful Entrepreneurs on the Worst Advice They've Received

    Here is some of the worst business advice that top entrepreneurs have received.
  88. Tax-Saving Advice for IRA Holders

    Be informed about benefits and deductions that may apply to you and avoid costly mistakes on your return.
  89. These IRA Contributions Will Cut Your 2015 Taxes

    No matter how you save for retirement, take advantage of the time between now and April 15, 2016, to add to your nest egg ...
  90. How to Avoid Violating Wash Sale Rules When Realizing Tax Losses

    How to avoid violating the IRS wash sale rules when realizing capital losses in your taxable investment account.
  91. The Top 5 Municipal Bond Funds for 2016

    Understand how the addition of municipal bond mutual funds can enhance a portfolio, and learn the top-rated municipal bond ...
  92. Estate Planning Checkup: When to Update your Estate Plan

    Estate planning is an important piece of an overall financial plan, but it can't be set and forgotten. Life events are going ...
  93. 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) ...
  94. How Advisors Can Help Clients Avoid Tax Scams

    Here's how advisors and their clients can avoid falling prey to tax scams and cyber criminals.
  95. Writing Off the Expenses of Starting Your Own Business

    Learn how to navigate the complicated rules for writing off the expenses of starting your own business. It could save you ...
  96. Income Tax Brackets for 2015-2016

    Learn about the 2015-2016 tax brackets, how to calculate your marginal tax rate, the five types of filing status and how ...
  97. Tax-Free Income Funds You Should Shortlist (FKTFX, VLTCX)

    Looking for holdings for the fixed-income portion of your investment portfolio? These top tax-free income funds may fit the ...
  98. MLP Investors Hit with Surprise Tax Bill from IRAs

    Some taxpayers who invested in a MLP via their IRA received a nasty surprise when they were notified that they owe substantial ...
  99. 4 Unusual Ways to Boost Social Security Benefits

    Working the system to get the highest legal Social Security benefits just got harder. Two long-time benefits strategies expired ...
  100. Advisors: Don’t Overlook This Foreign Dividend Tax

    Paying income tax on income earned from foreign investments can be a tricky proposition. Here's what advisors and their clients ...
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