Taxes Articles

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  1. 3 Tips to Get Started on Tax-Loss Harvesting

    It's tax-loss harvesting season. These three tips will help you reduce capital gains and pay less tax.
  2. Income Relating: Who Pays More for Medicare?

    You can retire, but you can never retire from income tax planning.
  3. 4 Reasons Estate Planning Is So Important

    Estate planning isn't fun, but without it, there can be devastating consequences.
  4. 10 Tips for Avoiding a Tax Audit

    To help you avoid a tax audit this year make sure you stay away from these ten red flags.
  5. Estate Planning Tips for Tax-Deferred Investments

    Bequeathing assets in tax-deferred investments can be tricky. Here are some of the pitfalls and how to avoid them.
  6. New Retirement Plan Limits for 2016

    Here's what the limits look like for 2016, compared to 2015 (the taxes you'll file in April).
  7. Capital Gains Tax 101

    Find out how taxes are applied to your investment returns and how you can reduce your tax burden.
  8. Why You Should Set Up a Charitable Trust Now

    Now may be the best time to set up a charitable trust. Here's why.
  9. Year-end Tax Planning Strategies You Need to Know

    With the end of year fast approaching it's time to think of ways to curb your tax expenses using different investment vehicles.
  10. How the New Tax Bill Affects Your Taxes

    Highlights of the new fiscal bill for individuals, business owners, investors. Note the December 31, 2015, deadline for Qualified ...
  11. 10 States with Highest Income Taxes

    Find out who is actually paying the most state taxes as a percent of their income. California and New Jersey are not in the ...
  12. 5 Most Taxing Taxes for Americans

    There’s not much that unites Americans like their hatred of taxes. Here's a list of taxes we dislike the most.
  13. Retirement Planning for the Non-Employed Spouse

    A stay-at-home spouse probably racks up more hours working than any office jockey. Make sure he or she is set up to save ...
  14. Why Millennials Should Talk Philanthropy Soon

    Charitable giving can provide advisors planning opportunities with millennials. Here's why.
  15. Top Year-End Financial Planning Strategies

    Here are some top year-end financial planning strategies for financial advisors and their clients.
  16. How to Dodge Big Tax Hits on Your Portfolio

    An investment plan that helps clients minimize related tax hits adds even more value to an already well-thought out strategy. ...
  17. What New IRS Rules Will Do to Partnerships, LLCs

    The pending IRS rule changes for partnerships and LLCs could drastically curtail the way assets within them are valued and ...
  18. How To Deduct Your Job Search Expenses

    With approximately 12 million Americans out of a job right now, many people are spending significant dollars to be noticed ...
  19. Pros and Cons of an Internet Sales Tax

    Learn about the pros and cons of a nationwide Internet sales tax and the different bills that have been proposed to establish ...
  20. A Look at the Pros and Cons of Muni Bonds

    Considering muni bonds? Here's a look at their pros and cons.
  21. How to Cut Your Alternative Minimum Tax

    Should you worry about the AMT? Even if you're subject to it, there are exemptions and strategies for reducing your tax bill.
  22. The Top 5 Municipal Bond ETFs for 2016

    Learn about exchange-traded funds that invest in municipal bonds issued by local U.S. municipalities with returns on bonds ...
  23. How To Prevent A Tax Hit When Selling A Rental Property

    Rental property ownership has its benefits but when selling you can face a big tax hit. Thankfully there are ways to reduce ...
  24. How Soda Taxes Will Affect PepsiCo and Coca-Cola

    Discover how a soda tax could affect the Coca-Cola Company and Pepsico, Inc., and see how both companies have expanded their ...
  25. How to Reduce Real Estate Investment Taxes

    Real estate tax law is not the same for rental properties as it is for residences. These tips can help you pay less in taxes. ...
  26. How to Gift Your Way to Lower Estate Taxes

    Estate planning is not just for inheritance. High net-worth individuals, who plan properly, can gift their money and save ...
  27. 3 Little-Known Ways to Reduce Your Income Tax

    Looking to pay less income tax? Here are three lesser known ways to do so.
  28. How Much Will You Owe on Your Inheritance?

    Estate planning can be unpleasant, but in order to get the full benefit of what you've inherited, it’s important to be prepared ...
  29. Which Type of Organization Is Best For Your Business?

    Learn the differences between the types of business organizations so you can determine how to best structure your business ...
  30. State Taxes Retirees Should Know About

    State taxes plays a critical role in the quality of life of retirees. Here's what to consider.
  31. How to Obtain Your Federal Business Tax ID

    Learn how an eligible business obtains a federal tax identification number or employer identification number from the IRS ...
  32. These Are the 5 Financial Products/Services the Ultra-Rich Care About

    Learn about the financial products and services that wealthy individuals make use of to cater to their planning and wealth ...
  33. This Is How Property Taxes Are Calculated

    Understanding how property taxes work will ensure that you won't be overcharged.
  34. How Advisors Can Build a HNW Estate Planning Niche

    Here's how advisors can fill a void when it comes to serving the estate planning needs of high-net-worth individuals.
  35. Use Tax Vs. Internet Sales Tax: How Are They Different?

    Learn about the differences between a use tax and an Internet sales tax. Find out about transactions in which the taxes apply, ...
  36. What Advisors Really Think of Trump's Tax Plan: Pros Vs. Cons

    Discover why some advisors see benefits to Trump's tax plan, while others feel it is a plan that would lead the nation to ...
  37. Estate Taxes: Who's on the Hook?

    Inheritance taxes can be tricky. Most people have to deal with them at a very inconvenient time. It's better to learn the ...
  38. 5 Top Charities to Donate to This Holiday Season

    The holiday season is the perfect time to make charitable donations. Here are the top five charities to donate to this season. ...
  39. 5 Little Known Ways to Reduce Small Business Taxes

    Taxes take a big bite out of the income of a small business. Here are 5 little known ways to reduce your small business taxes ...
  40. Top Tips for Maximizing Charitable Deductions

    Charitable donations can be a great financial planning tool. Here are some ways to make the most of them.
  41. 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.
  42. Starting A Small Business For Less Than $1000

    Here are the top niche businesses which can be started for less than $1000.
  43. Should You Pay Someone to Create a Retirement Plan?

    Nobody likes to pay for help, but it may be necessary to shell out the extra cash for proper retirement planning help.
  44. A Complete Guide to Tax Loss Harvesting With ETFs

    Using exchange-traded funds (ETFs) to harvest tax losses can be a smart way to maximize your portfolio's tax efficiency. ...
  45. The Court Cases That Have Shaped US Sales Tax Law: How They Apply Today

    Explore two Supreme Court cases that established legal precedent for the treatment and apportionment of sales taxes at the ...
  46. 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 ...
  47. Retired? 7 Tips for Cutting Taxes Before 2015 Ends

    As 2015 nears its end, here are some financial moves retirees can make before December 31 that can help to lower your tax ...
  48. How & Where to File Form 1040 (And Which Version)

    All taxpayers need to know three things when filing a 1040: which form to use, how to file and where to file. After reading ...
  49. Should You Look at 529 Plans Outside Your State?

    529 savings plans are not restricted by geography. So if your in-state offering has high fees or poor investment choices, ...
  50. The Purpose Of The W-9 Form

    The W-9 form provides key data your clients need if you're an independent contractor. Just be sure you're not really an employee ...
  51. Revisiting the Internet Sales Tax Bill: 2013 Vs. 2015

    Learn about the Marketplace Fairness Act of 2015 being reviewed by congress and the differences between it and the 2013 Marketplace ...
  52. 5 States Without Sales Tax

    Learn about the five states that do not charge sales taxes and about other taxes the states levy instead in order to generate ...
  53. How an Internet Sales Tax Will Affect Your Small Business

    Learn about how the Marketplace Fairness Act may impact small business owners should it pass in the House and what the act ...
  54. How to Deduct Your Stock Losses

    Held onto a stock for too long? Selling at a loss is never ideal, but it is possible to minimize the damage. Here's how. ...
  55. Top 10 Features of a Profitable Rental Property

    Looking to purchase a rental property? These are the factors that should be considered for income-producing real estate. ...
  56. Internet Sales Tax's Effect on Interstate Commerce

    Find out how a national Internet sales tax could affect interstate commerce, and why some bigger online retailers are lobbying ...
  57. Passing an IRA to a Trust: The Good and Bad

    Creating a trust is a common estate planning tactic, but naming a beneficiary to an IRA to a trust may have unintended consequences. ...
  58. 10 Money-Saving Year-End Tax Tips

    Getting organized well before the deadline will curb your frustration and your tax liability.
  59. 2016 Tax Code Changes Add Some Wiggle Room

    It's never too early to prepare for tax season. Next year features a host of tax law changes. Check our handy list to see ...
  60. End-of-the-Year Checklist to Save on Income Taxes

    From grouping related expenses to factoring in the alternative minimum tax, here are some things you need to keep in mind ...
  61. The Worst Financial Problems Ultra-High-Net-Worth-Individuals (UHNWIs) Face

    Understand how the problems of ultra-high-net-worth individuals (UHNWIs) are different from ordinary problems, and identify ...
  62. Why Your Tax Bracket Is Not the Tax Rate You Pay

    Understanding how federal and state tax brackets work is important for tax planning – and for making sense of the political ...
  63. Americans Are Living Longer, but Social Security Is Not Catching Up

    Find out how Social Security really works, why the system is in trouble and whether retirees are simply living too long for ...
  64. New Tax Pitfalls to Avoid in 2015

    Although the normal litany of adjustments have been made to the tax code, there are several more unique issues that taxpayers ...
  65. Fund College for a Grandchild: 529 vs. HEET

    For some grandparents, a HEET is a desirable option for funding their grandchildren's college education. Here's what you ...
  66. After Poor Performance, Now a Mutual Fund Tax Hit?

    If the performance of mutual funds in 2014 wasn't bad enough, here comes a tax hit from liquidations.
  67. How Yearly Taxes on 401(k) Accounts Work

    Learn how your contributions to traditional or Roth 401(k) accounts are taxed, either in the year of contributions or at ...
  68. How Income-Shifting Strategies Can Help Cut Taxes

    There are many ways that your clients can move money or other assets to relatives in order to reduce their tax bills. Here's ...
  69. 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 ...
  70. Top Tips for Deducting Stock Losses

    Investors who know the rules can turn their losing picks into tax savings. Here's how to deduct your stock losses.
  71. Which Receipts Save Big Money at Tax Time

    Don't wait to April 13th to set up a smart receipt-filing system. These 7 categories could save you some significant money.
  72. Read This Before Taking $10K+ to the Philippines

    There are many reasons why you might need to go to the Philippines with more than $10,000. If you do, follow these guidelines ...
  73. Tips for Reducing Health Insurance Expenses

    For many self-employed people, health insurance premiums can make up a hefty percentage of their budget. Here are some tips ...
  74. Always Keep These Tax Documents

    It's tempting to ditch them. But make a practice of this very specific group of tax papers. It can save headaches and pay ...
  75. IRA Tax Mistake? You Still May Have Time to Fix It

    Even if tax day has come and gone, errors still can be fixed through mid-October, including those to do with Roth and traditional ...
  76. 5 Reasons to Invest in Municipal Bonds When the Fed Hikes Rates

    Discover five reasons why investing in municipal bonds after the Fed hikes interest rates, and not before, can be a great ...
  77. How to Deduct Medical Insurance Premiums

    An overview of tax breaks for those who pay medical insurance premiums.
  78. How to Plan for Taxes on Dividends

    Dividends are taxed differently than other investment income. Here are some strategies to help lower taxes on dividends. ...
  79. Payroll Taxes: Picking Apart Your Paycheck

    Here's what gets deducted from your pay, what your employer pays and where your payroll taxes actually end up.
  80. 7 Easy Steps to Negotiating a Raise

    Salary negotiations aren't easy, but even if your company is on a tight budget, you can still ask for more.
  81. The Best Charitable Remainder Trust for You

    Help a favorite cause and avoid a tax bite: These are the key reasons to set up a CRT. But which version best fits your needs?
  82. The Pros and Cons of Being a Nonprofit

    Evaluating the tradeoffs organizations face when choosing between becoming a tax-exempt nonprofit or for-profit business ...
  83. Philanthropy Planning with Millennial Clients

    As more Millennials care about giving while they're still young, advisors must put philanthropy planning and strategy at ...
  84. Why Delaware is the Most Business-Friendly State

    Incorporating your company in Delaware may give you the logistical, structural and judicial leg up you need to help your ...
  85. Can Your 401(k) Impact Your Social Security Benefits?

    Find out why income from a 401(k) does not affect the amount of your Social Security benefits, but how it can impact your ...
  86. ETFs Can be Tax Efficient: Here’s How

    Learn about the primary reasons ETFs are highly tax-efficient, including how their unique structure allows them to reduce ...
  87. Tax Implications of Opening a Foreign Bank Account

    Learn about the tax implications of opening a foreign bank account, including accounts that generate earned or unearned income ...
  88. Special Benefits for First-Time Homebuyers

    To encourage Americans to buy their first homes, the government offers credits and tax breaks. Here's the lowdown on who ...
  89. Are The Wealthy Better Served By Trusts Or Wills?

    Trusts and wills are both means to pass on wealth to heirs. Which of these is likely to serve your needs better if you have ...
  90. Taxes in New York for Small Business: The Basics

    Learn how small businesses are taxed in New York, and understand how tax rates vary based on whether the business is an S ...
  91. 12 Reasons Your IRS Refund Was Late

    A tax refund can be a nice post-tax reward, but if it's taking too long to arrive, here are the most likely reasons for the ...
  92. How American Expats Are Taxed

    Learn what tax forms American expats are required to file, what tax breaks and deductions are available, and what potential ...
  93. Life Insurance Plans to Help Your Small Business Retain Employees

    How to use and design cash value life insurance plans as an incentive to help attract and retain key employees.
  94. Carried Interest: A Loophole in America’s Tax Code

    With income inequality becoming an increasingly apparent problem in the U.S., it is time to start removing tax loopholes ...
  95. Taxes in California for Small Business: The Basics

    Understand the tax implications of running a small business in California, and learn which state taxes apply based on business ...
  96. NGOs Millennials Like To Donate To

    To appeal to millennials, NGOs must adapt to new approaches to giving.
  97. Inversions and Transfer Pricing Will Hurt the US Economy

    Corporate inversion, while it benefits large corporations, costs the U.S. economy billions of dollars in federal tax revenue. ...
  98. How Donor-Advised Funds Can Help Cut Taxes

    There are many ways to reduce taxes, but a donor-advised fund might be one strategy you haven’t considered. Here's why you ...
  99. The 7 Best States For Property Taxes, and Why

    Understand why some states have high property taxes while others have low property taxes. Learn about the states with the ...
  100. 8 States With Estate Taxes

    Understand the difference between the federal estate tax and state-specific estate taxes. Learn about some of the worst states ...
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