Taxes

  1. 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 ...
  2. 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 ...
  3. 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 ...
  4. Are estate distributions taxable?

    Discover how estates are taxed, why estate distributions are generally tax-free, and circumstances that may require an heir ...
  5. 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 ...
  6. 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 ...
  7. What is the annual contribution limit for a 529A account?

    Learn about annual contribution limits to a 529A plan, which could help people with disabilities pay for expenses that maintain ...
  8. 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 ...
  9. Can you have more than one 529A account?

    Learn how a disabled person can open one 529A account, which can be used to cover various expenses associated with improving ...
  10. 6 Tax Breaks That Anyone Can Claim

    Many can be applied to an individual’s return, and you don’t need to be a financial genius to claim them. Here are six credits ...
  11. 7 Expenses You Won’t Believe Are Deductible

    You may be surprised at some of the things that qualify as legitimate tax deductions. Here are seven that are especially ...
  12. 6 Tax Myths Everyone Should Know

    The notion that large refunds are good is but one of many enduring tax myths. Here are five more you should know.
  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. Are Cafeteria plans taxable?

    Find out which benefits offered through your employer-sponsored cafeteria plan are taxable, and which qualified benefits ...
  16. 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 ...
  17. 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 ...
  18. Tips To Improve Chances Of A Small Business Loan

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

    Wealth advisers who integrate philanthropy and finance planning can stand out with baby boomer clients.
  20. 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 ...
  21. 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 ...
  22. 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 ...
  23. Avoid These 5 Financial Mistakes in a Divorce

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

    Now that singles dominate the population, it's important they understand the essentials of estate planning for indivdiuals.
  25. 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, ...
  26. Top 3 Muni California Mutual Funds

    Discover analyses of the top three California municipal bond mutual funds, and learn about their characteristics, historical ...
  27. 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 ...
  28. 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 ...
  29. Explaining Corporate Tax

    A corporate tax is a tax levied on the profits a corporation generates.
  30. 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 ...
  31. Tax Efficient Strategies for Mutual Funds

    Before you sell mutual fund shares, consider these tax strategies first.
  32. Why is the Cayman Islands considered a tax haven?

    Find out why the Cayman Islands is considered a tax haven and why this location is so popular among those looking to reduce ...
  33. Why is Luxembourg considered a tax haven?

    Learn about Luxemburg's role as a tax haven for large corporations around the world. Discover how the country's tax laws ...
  34. 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. ...
  35. 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 ...
  36. 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.
  37. 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 ...
  38. How do I get out of my annuity and transfer to a new one?

    Find out how to transfer your investment from one annuity to another, including what factors to consider before making the ...
  39. Are Cafeteria plans exempt from Social Security?

    Find out what types of benefits your employer's cafeteria plan may offer and which benefits are exempt from Social Security ...
  40. 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 ...
  41. Hire Your Kids at Your Small Business – Here's Why

    And how to make sure you do it the right way, following IRS guidelines.
  42. 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 ...
  43. 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 ...
  44. 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 ...
  45. What are the biggest disadvantages of annuities?

    Identify several disadvantages of investing in annuities, a product salespeople pitch zealously but that many advisors caution ...
  46. Why is Andorra considered a tax haven?

    Find out why Andorra is considered a tax haven and how developments have lessened its appeal due to increased taxation and ...
  47. Explaining Fair Market Value

    Fair market value is the price at which a buyer and seller are willing to exchange a good.
  48. 4 Reasons Why Delaware Is Considered a Tax Shelter

    Understand what a tax shelter is and how one is normally created. Learn about Delaware and the top five reasons why it's ...
  49. Do financial advisors prepare tax returns for clients?

    Find out how financial advisors are often involved in tax planning and tax return preparation for their clients as well as ...
  50. 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 ...
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