Taxes Articles

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  1. 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 ...
  2. Taxes in Oregon for Small Business: The Basics

    Learn the tax laws for small businesses in Oregon, and understand the different types of taxes small business owners face ...
  3. What Retirees Should Know Before Volunteering

    When volunteering involves expenses, did you know they may be tax-deductible? Here's the scoop.
  4. How Life Insurance Can Help Reduce Estate Taxes

    Inheritance is a double-edged sword, as leaving money can create estate tax burdens. Opting for a life insurance plan can ...
  5. Comparing Long-Term vs. Short-Term Capital Gain Tax Rates

    Learn about the difference between short- and long-term capital gains and how the duration of your investment can impact ...
  6. Cloud-High iPhone Prices: Impact Of The Cloud Tax (NFLX, AAPL)

    The move by various state revenue departments to impose taxes on cloud-based services will make it more costly for users ...
  7. Taxes in Texas for Small Business: The Basics

    Learn the tax implications for small businesses in Texas, and discover how different types of small businesses, such as LLCs ...
  8. 2 Ways Hedge Funds Avoid Paying Taxes

    Learn about two strategies hedge funds use to minimize their tax liabilities. Read why some hedge funds are in the reinsurance ...
  9. Top 3 Muni New Jersey Mutual Funds (VNJTX, FRNJX)

    Learn about the top three New Jersey municipal bond mutual funds, and explore analysis of how investors residing in New Jersey ...
  10. Taxes in Florida for Small Businesses: The Basics

    Learn why Florida's tax laws make it an attractive place to start a small business, and understand the types of taxes a small ...
  11. How to Pick the Best Muni Bonds and Muni Bond ETFs (SHM)

    Municipal bonds are a good addition to a diversified portfolio as long as you choose correctly based on population and local ...
  12. Annuities Vs. Bonds: Which One Is Better For You?

    Compare the important features of annuities and bonds, and understand which investment vehicle is the better choice based ...
  13. 7 Tips for Year-End Financial Planning

    There is always a rush to get financial planning tasks done at year's end. Here are some tips to help ease the crunch.
  14. Charity or Retirement Saving: Which to Prioritize?

    Financial planners need to help clients with their financial goals but also support them in their philanthropic endeavours. ...
  15. How Legacy Planning Can Help Capture New Clients

    Don’t underestimate the importance of legacy planning with your clients—it could serve as method for you to create new business ...
  16. How to Navigate Taxable Mutual Fund Distributions

    It's almost time for year-end capital gains distributions for mutual funds. Here's how to monitor them and minimize their ...
  17. Tips To Improve Chances Of A Small Business Loan

    Enhance your small business loan eligibility by keeping these important tips in mind.
  18. Baby Boomer Philanthropy Shifts Wealth Adviser Focus

    Wealth advisers who integrate philanthropy and finance planning can stand out with baby boomer clients.
  19. The Top 10 Caribbean Tax Havens

    Discover relevant tax policy information about the top 10 tax havens located in the Caribbean, including the Cayman Islands ...
  20. How ETFs May Save You Thousands

    Being vigilant about the amount you pay and what you get for is important, but adding ETFs into the investment mix fits well ...
  21. How to Protect Your Portfolio from a Market Crash

    Although market crashes are usually bad news for your portfolio, there are several ways to minimize losses or even profit ...
  22. Avoid These 5 Financial Mistakes in a Divorce

    To ensure you get what's rightfully yours in a divorce, avoid these financial mistakes.
  23. Estate Planning for Singles

    Now that singles dominate the population, it's important they understand the essentials of estate planning for indivdiuals.
  24. How Are 401(k) Withdrawals Taxed for Nonresidents?

    As a U.S. nonresident, deciding what to do with your 401(k) after you return home comes down to which tax penalties, if any, ...
  25. Top 3 Muni California Mutual Funds

    Discover analyses of the top three California municipal bond mutual funds, and learn about their characteristics, historical ...
  26. Here's How to Deduct Your Stock Losses From Your Tax Bill

    Learn the proper procedure for deducting stock investing losses, and get some tips on how to strategically take losses to ...
  27. Why Some Celebs Say 'No Inheritance for My Kids'

    To some of the super rich, inherited wealth is not the ultimate gift, it's a burden. Here's how their children—as well as ...
  28. The 5 Countries Without Income Taxes

    Discover information on some of the best countries to consider relocating to that offer the financial benefit of charging ...
  29. Tax Efficient Strategies for Mutual Funds

    Before you sell mutual fund shares, consider these tax strategies first.
  30. How Much Can You Contribute to Your 401(k)?

    Given the fairly high compensation limits on these retirement plans, most workers can pitch in more than they currently do. ...
  31. Dodging the Dangers of Self-Directed IRAs

    Self-directed IRAs are an attractive option for investors looking to build nest eggs. But they should exercise caution in ...
  32. Top Strategies for Tax-Free Roth IRA Conversions

    Finding a way to convert a traditional IRA to a Roth IRA is a tricky process. Here's when it makes sense to do so.
  33. Using Tax-Loss Harvesting to Keep Your Gains

    Harvesting tax losses is a key skill that investors can use to keep more of their money in their pockets the next time they ...
  34. 7 Ways to Create a Tax-Efficient Portfolio

    Taxes may be a necessary evil, but that doesn't mean they can't be reduced. Here's a host of smart moves today's investors ...
  35. Hire Your Kids at Your Small Business – Here's Why

    And how to make sure you do it the right way, following IRS guidelines.
  36. 4 Investment Mistakes That Will Cost You

    Whether you're just starting out or have been investing for years, mistakes happen. But some of them will cost you big and ...
  37. Countries With The Highest & Lowest Corporate Tax Rates (AAPL, IBM)

    The United States is No. 2 in the world for its high corporate tax rate. There are ways around paying it, and many nations ...
  38. START-UP NY: How a Tax-Free Zone Would Work

    START-UP NY is an initiative designed to attract companies to New York State by giving them 10 years of tax breaks. Sounds ...
  39. Charitable Giving: How to Help Clients Do More

    The use of donor-advised funds is on the rise, but advisors could be doing more to engage their philanthropic clients. Here ...
  40. How Does Depreciation Reduce My Tax Bill?

    How the depreciation tax rule can assist real estate investors.
  41. How to Get the Most Money for Your Fur Coat

    Ways to realize a decent return on investment on your unwanted pelt.
  42. How Tax-Efficient Is Your Mutual Fund?

    Learn about factors that influence the tax-efficiency of your mutual fund, how income from your investment is taxed and what ...
  43. A Guide To Rollover A 401(k) To A New Employer

    Here's exactly what you need to know.
  44. How Much It Takes to Max Out Your IRA

    IRAs have certain tax advantages that allow your nest egg to grow at a faster rate. But there are annual limits on how much ...
  45. Hybrid Business: Rise of Nonprofits in Private Sector

    Businesses are embracing a mutually beneficial partnership wherein the ideals of the nonprofit sector are coupled with profit ...
  46. The Best Strategies to Manage Your Stock Options

    We look at strategies to help manage taxes and the exercise of incentive and non-qualified stock options.
  47. Top 4 Muni New York Mutual Funds

    Explore detailed analyses of the top four New York municipal bond mutual funds, and learn the type of investor for which ...
  48. Understanding Taxes on Mutual Funds Dividends

    Learn about the basics of mutual fund dividend taxation, including how and why mutual funds pay dividends and when different ...
  49. 5 Cities the Ultra-Rich Are Moving to

    Learn the top five cities worldwide that are attracting the most high-net-worth individuals, and discover factors that make ...
  50. The Basics of Income Tax on Mutual Funds

    Learn about the basics of income tax on mutual funds, including what types of income may be subject to the capital gains ...
  51. How Shackling Offshore Banks Will Impact You

    FATCA regulations have cast a wide net on offshore banking activities, and many innocent account holders might get caught ...
  52. How to Use Annuities for Retirement Income

    We explain how to use annuities for guaranteed income in retirement.
  53. How to Tax The Cloud: An Economic and Legal Riddle

    Various states have been trying to figure out how to tax cloud-based services, but they just might be opening an economic ...
  54. Family Philanthropy: Developing a Cohesive Strategy

    Devising a cohesive family philanthropy strategy requires proper goal alignment, planning, management, procedural rules and ...
  55. Tax-Efficient Strategies For International Clients

    In a globalized world, international clients seek to diversify holdings by accessing U.S. markets. Creative strategies will ...
  56. How to Handle Client Beneficiary Designations

    Beneficiary designations are a critical financial planning step that can be easily overlooked. Here's how to ensure they ...
  57. Top Tips to Reduce Required Minimum Distributions

    A look at the best strategies to reduce required minimum distributions from qualified retirement accounts.
  58. Tip for Estate Planning on the Cheap

    Estate planning is an expensive but necessary process for everyone with assets they’d like to eventually distribute. Here's ...
  59. Your Social Security Benefits: Who Gets Taxed?

    Many folks will pay some taxes on their Social Security benefits, but some will not. Here's the lowdown on who gets taxed ...
  60. How to Help Clients Avoid Estate Planning Pitfalls

    Advisors play a vital role when it comes to estate planning. Here are some tips to help clients prepare properly and avoid ...
  61. Estate Planning Questions to Ask Clients Annually

    Financial advisors need to ask these estate planning questions annually to keep clients on track.
  62. Top 3 Tips to Find an Estate Planning Lawyer

    Having an estate plan is essential. Here are some tips on how to find an estate planning attorney to help you put one in ...
  63. How to Make Taxes Hurt Less During Retirement

    The decisions around retirement planning and the taxes you will owe on your accounts can have long term financial effects. ...
  64. Estate Planning Tips for the Average Client

    Fewer financial assets can lead to bigger issues for families who don't establish an estate plan. Here's how advisors can ...
  65. Top 4 Retirement Income Mutual Funds (PRFHX, SWJRX)

    Review four of the top retirement income mutual funds available on the market today, including those with tax advantages ...
  66. 6 Reasons to Donate Your Car to Charity

    It's no longer a free ride, but there are still tax benefits to doing so.
  67. Choosing The Best Charitable Gift Annuity

    Want to support a cause you care about, but still earn income from that donation in your retirement years? This vehicle offers ...
  68. How Social Security Benefits Are Estimated & Taxed

    The Social Security check you'll get depends on your work history, when you start claiming a benefit and these other factors.
  69. Annuities and Baby Boomers: The Pros and Cons

    The pros and cons of annuities that Baby Boomers seeking retirement income need to know.
  70. Why Even the Young Should Establish an Estate Plan

    Estate planning is important even for the youngest clients, and they should have a plan in place should the worst happen. ...
  71. How Does the Puerto Rican Debt Crisis Affect the US?

    Learn about the specifics of the Puerto Rican debt crisis and why economists disagree on how significantly it could affect ...
  72. 3 Things Investors Should Heed from Puerto Rico

    The Puerto Rican debt crisis matters more than you think. Here's how it could impact you.
  73. Top Annuity Tax Deferral Strategies

    Annuities can provide tremendous tax advantages for retirement savers. Here are some tax deferral strategies to consider. ...
  74. How Does a Tax-Free Exchange Work?

    In regards to the sale of property, particularly in real estate, a 1031 exchange is increasingly being recognized for its ...
  75. Tax Evasion Plagues Greece

    Contrary to what some may think, Greece’s debt problems are not due to extravagant spending by the government, but to insufficient ...
  76. Comparing ETFs Vs. Mutual Funds For Tax Efficiency

    Explore a comparison of mutual funds and exchange-traded funds, or ETFs, and learn what makes ETFs a significantly more tax-efficient ...
  77. Understanding Taxes on Life Insurance Premiums

    Learn about the tax implications of life insurance premiums, including when they might be taxable and whether they are tax ...
  78. Understanding How Dividends Are Taxed

    Learn how dividends are taxed by the IRS, and understand the different types of dividend income as well as the capital gains ...
  79. What IRS Form 990 Tells About a Nonprofit

    Want a picture of an organization's activities? This annual form, open to the public, sums up everything from salaries paid ...
  80. The 3 Most Common 401k Rollover Mistakes

    No one is born knowing the tax rules for 401(k)s and IRAs, but only dummies, scaredy cats and suckers don't buckle down to ...
  81. What IRS Form 1023 Is Used For

    To be treated as a tax-exempt organization, start by filling out this form.
  82. Late with Your Taxes? Grab IRS Form 4868

    Fill out this form to get a few more months to file your tax return. But remember, April 15 is still the payment due date ...
  83. What IRS Form 8949 Is For

    Selling a painting or that lake property? Disposing of your fossil fuel stocks? You need to know about this IRS form.
  84. The Problem With Today’s Headline Economic Data

    Headwinds have kept the U.S. growth more moderate than in the past–including leverage levels and an aging population—and ...
  85. How to Tell if You Need an Estate Planning Lawyer

    Estate planning is an important and often neglected part of financial planning, which can be costly when avoided or done ...
  86. The Top 9 Things to Know About Hillary Clinton's Economic View

    Find out where former secretary of state and Democratic presidential candidate Hillary Clinton stands on the economy, jobs, ...
  87. Inherited IRA and 401(k) Rules: Don't Run Afoul

    What you need to know when it comes to the complex rules for inherited IRAs and 401(k)s.
  88. Top 4 Ways to Avoid Muni Bond Mistakes

    Muni bonds are often perceived as safe investments. But it's important to do some thorough research before investing.
  89. How to Avoid the Inheritance Nobody Wants: Debt

    With the biggest transfer of wealth underway, advisors need to ensure that clients don't also inherit debt.
  90. Holding Out for Capital Gains Could Be a Mistake

    Holding stocks for the sole purpose of avoiding short-term capital gains taxes may be a mistake, especially if all the signs ...
  91. How do you calculate penalties on a 401(k) early withdrawal?

    Find out how to calculate the penalties on early withdrawals from your 401(k), including the impact of the additional 10% ...
  92. Four Ways to Improve Education In America

    U.S. students place 27th in math and 20th in science out of 34 countries. The United States must reform its education system ...
  93. A Look at the Cost and Tax Treatment of College

    Is there more we can do to improve the affordability of post-secondary education? We take a look at how students and colleges ...
  94. What's Wrong with the American Tax System

    American's are highly taxed and we still run a deficit. We explain why.
  95. Advisors: Warn Clients About These Audit Triggers

    There are several factors that may increase the risk of an audit, especially with high-net-worth clients.
  96. Understanding How Mutual Funds Pay Dividends

    The process by which mutual fund dividends are calculated, distributed and reported is fairly straightforward in most cases. ...
  97. 3 States Where Taxes Can Hammer Retirees

    Knowing which states ding retirees with the highest tax implications should be part of your retirement research.
  98. Best Ways to Avoid RMD Tax Hits on IRAs

    If you want to avoid hefty tax penalties, read this cheat sheet on IRA required minimum distributions.
  99. Top Tips for Minimizing Taxes on Social Security

    Social Security benefits are taxable under certain circumstances. Here are some ways retirees can lessen the tax burden. ...
  100. Retirement Plan Options for Small-Business Owners (SCHW, TROW)

    Small-business owners and self-employed individuals are responsible for funding their own retirement. The SEP-IRA and solo ...
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