Taxes

  1. Who's Getting Richer? Hardly Anyone

    Federal 'economic gains' mask the truth: Most Americans are doing worse, with average incomes in 2014 smaller than in 20 ...
  2. Is Cyprus considered a tax haven?

    Explore the factors that resulted in Cyprus abandoning its status as a tax haven, including the terms for the bailout of ...
  3. Understanding Taxes

    Taxes are mandatory fees that individuals and corporations must pay to their governments.
  4. What is a Direct Tax?

    Governments and taxing entities impose direct taxes directly on individuals and businesses.
  5. Why is the Bahamas considered a tax haven?

    Find out why the Bahamas is an international tax haven. Learn about business and tax laws that make the Bahamas attractive ...
  6. The Top 4 Walmart Shareholders (WMT)

    Discover how the four largest direct shareholders in Wal-Mart, Inc. are all children of Sam Walton and how smart tax planning ...
  7. Why is Ireland sometimes referred to as a tax haven?

    Learn why Ireland is a desirable location for corporations, how low the country's tax rate is and what taxation and economic ...
  8. Why is Monaco considered a tax haven?

    Discover why the principality of Monaco is considered a tax haven, and learn about some of the sovereign city-state's more ...
  9. Understanding Mortgage Impound Accounts

    Home buyers with low down payments may get stuck with higher mortgage payments. Find out what you get for the extra money. ...
  10. Municipal Bonds Offer Something More for Everyone

    Are municipal bonds really for me? The popular perception is that tax-exempt income only benefits those investors in the ...
  11. Why is Belize considered a tax haven?

    Explore the factors that make Belize one of the most modern and corporate-friendly tax havens in the world, including its ...
  12. Top 10 Cities to Invest in Rental Properties

    With home ownership out of reach, many Millennials are opting to rent single-family homes, which has created an opportunity ...
  13. 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 ...
  14. 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 ...
  15. What Are Unrealized Gains And Losses?

    Gains or losses become “realized” when the stock is sold.
  16. 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 ...
  17. 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 ...
  18. 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.
  19. 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 ...
  20. 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 ...
  21. 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.
  22. 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 ...
  23. 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 ...
  24. Is a Universal Basic Income Practical?

    Should the government be responsible for giving every citizen a fixed amount of money?
  25. Is It True That You Can Sell Your Home And Not Pay Capital Gains Tax?

    Based on the Taxpayer Relief Act of 1997, if you are single, the first $250,000 you make on your home sale is not subject ...
  26. 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.
  27. Tax Deductions on Mortgage Interest

    If you're a homeowner, this is one item you want to understand and use on your return.
  28. Using a Dependent Care Flexible Spending Account

    A dependent care flexible spending account can help you care for loved ones who need your help.
  29. Top 10 Home Business Tax Tips

    If you work for yourself, make sure you are getting the most for your tax dollars.
  30. 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 ...
  31. Ireland Economics: 3 Troubling Similarities to Greece

    Discover how recent political changes in Ireland could compromise years of balance sheet improvements and economic growth, ...
  32. 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.
  33. 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 ...
  34. Comparing Regressive, Proportional and Progressive Taxes

    Learn about the basic differences between three common tax systems.
  35. 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 ...
  36. What Is Corporate Inversion?

    Corporate inversion occurs when a U.S. company buys or combines with a foreign company in a country with a lower corporate ...
  37. 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 ...
  38. 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 ...
  39. 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 ...
  40. 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 ...
  41. 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?
  42. 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 ...
  43. How Are Collectibles Taxed?

    If you plan to sell collectibles, it's imperative that you know the tax implications.
  44. 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.
  45. 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.
  46. 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.
  47. Missed the Tax Return Deadline? Here's What to Do

    Most important: Do it now.
  48. 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 ...
  49. Should University Endowments Be Taxed?

    Some politicians are calling for universities to pay taxes on their massive endowments. Should they?
  50. How Are Capital Gains And Dividends Taxed Differently?

    Individuals in the 25% or higher tax bracket pay a 20% tax on long-term capital gains.
Save Money
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    Here are five ways to make your home renovation worth the money and effort you put into it.
  2. Differences Between Private Foundations And Public Charities

    Here's a look at the differences between these types of charitable organizations.
  3. How To Monetize Your YouTube Channel

    YouTube's Partner Program helps users earn money through their channels. Find out how.
  4. The World's Most Valuable Private Companies

    In spite of the rewards going public can bring, some companies prefer to remain private, and they are very successful in this.
  5. Is Cyber Monday The New Black Friday?

    Cyber Monday is becoming more popular than Black Friday. Here's why.
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