Tax Planning

  1. Confused About Estimated Tax Deadlines for 2 ...

    If you run a business or have investment income, pay attention to this year's estimated ...
  2. Retirement Plan Tax Prep Checklist

    Here's a list of items you need to have in order by tax time, including paying attention ...
  3. Jan. 31 is Sunday: Almost No Time to Duck Obamacare ...

    If you don't have health insurance, act NOW or you could owe penalties on your 2 ...
  4. 6 Personal Finance Tips to Start 2016

    The new year is an excellent opportunity to review your personal financial plan and ...
  5. Tax Time is Coming; Don't Be Caught Off Guard

    It's time to think about tax returns again. The good news is that the regulations ...
  6. The Impact of 2015 Tax Extender Bill on Savers

    The passage of the PATH legislation at the end of 2015 gives advisors more clarity ...
  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. 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 ...
  2. 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 ...
  3. Is homeowners’ insurance tax deductible?

    Learn whether homeowners' insurance is tax-deductible, and find out about instances where you can deduct home insurance payments ...
  4. Are mutual fund expense ratios tax deductible?

    Learn under what circumstances mutual fund expense ratios and other investment-related expenses may be tax deductible under ...
  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 ...
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