Tax Planning

  1. Donald Trump’s Real Estate Math Tricks

    Is Trump’s Westchester County golf course worth more than $50 million – or just $1.4 ...
  2. How to Use Client Tax Forms to Gain More Business

    Financial planners can learn a great deal about their clients by looking at their ...
  3. Will the Backdoor Roth IRA be Eliminated?

    The President’s 2017 budget has proposed several changes to the rules regarding retirement ...
  4. Retirees: Beware of These 6 IRS Red Flags

    Tax audits are stressful and can result in expensive fines. Here are six things to ...
  5. Top 10 Home Business Tax Tips

    If you work for yourself, make sure you are getting the most for your tax dollars. ...
  6. Married Gays Are Surprised to See Bigger Tax ...

    Gay married couples can now file joint federal and state returns, but they should ...
  1. Tax-Free Income Funds You Should Shortlist (FKTFX, ...

    Looking for holdings for the fixed-income portion of your investment portfolio? These ...
  2. Corporate Inversion: How It Works

    Large corporations are making all kinds of moves to decrease expenses and increase ...
  3. Vanguard Readies Muni Bond ETF

    Vanguard is set to roll out a muni bond ETF, the firm's first.
  4. 'Tis The Season For Tax-Loss Harvesting

    With the end of the year upon investors are looking for ways to reduce their tax ...
  5. Top 2014 Muni Bond ETFs

    April 15 came and went, but the memory of how much of your pay the IRS helped itself ...
  1. Bitcoin IRS Tax Guide For Individual Filers

    The is the most comprehensive analysis to date about the IRS tax guidance on virtual ...
  1. What are the Best Ways to Lower My Taxable Income?

    Paying taxes is an unavoidable obligation each year, but individuals and business owners can take advantage of various strategies ...
  2. How Long Should I Keep My Tax Records?

    Having the right information available when the IRS calls can save you considerable time, money and stress. Learn how long ...
  3. Are personal loans tax deductible?

    Find out whether interest on personal loans is tax deductible and what types of loan interest can be used to reduce your ...
  4. Is homeowners’ insurance tax deductible?

    Learn whether homeowners' insurance is tax-deductible, and find out about instances where you can deduct home insurance payments ...
  1. IRS Special Enrollment Examination (SEE) Study Guide

    The enrolled agent status is the highest credential awarded by the IRS.
  1. Six Ways Your Tax Preparer Knows You're Lying

    An experienced tax preparer can usually sense when a customer is providing fraudulent ...
  2. Top 10 Home Business Tax Tips

    Starting a home business means new tax breaks you can claim - just make sure you're ...
  3. 5 Tax(ing) Retirement Mistakes

    Avoiding these five common tax mistakes can really pay off on your way to retirement ...
Hot Definitions
  1. Over-The-Counter - OTC

    Over-The-Counter (or OTC) is a security traded in some context other than on a formal exchange such as the NYSE, TSX, AMEX, ...
  2. Quarter - Q1, Q2, Q3, Q4

    A three-month period on a financial calendar that acts as a basis for the reporting of earnings and the paying of dividends.
  3. Weighted Average Cost Of Capital - WACC

    Weighted average cost of capital (WACC) is a calculation of a firm's cost of capital in which each category of capital is ...
  4. Basis Point (BPS)

    A unit that is equal to 1/100th of 1%, and is used to denote the change in a financial instrument. The basis point is commonly ...
  5. Sharing Economy

    An economic model in which individuals are able to borrow or rent assets owned by someone else.
  6. Unlevered Beta

    A type of metric that compares the risk of an unlevered company to the risk of the market. The unlevered beta is the beta ...
Trading Center