Tax Planning

  1. Planning Ahead for 2015's Tax Law Changes

    Increased 401(k) limits can help savers put away more money for retirement in 2015—but ...
  2. Know The Cost of Living Where You Plan To Retire

    When considering where to live after retiring, it's important to keep in mind the ...
  3. Year-end tax tips

    7 Ways To Minimize Your 2014 Taxes By December ...

    The year's not quite over yet. See whether taking any of these steps would leave ...
  4. A new Supreme Court ruling has some financial advisors rushing to set up trusts to help protect inherited IRAs. Is that necessary?

    How Advisors Can Protect Inherited IRAs

    A new Supreme Court ruling has some financial advisors rushing to set up trusts to ...
  5. The Internal Revenue Service's new 2015 contribution limits for tax-deferred savings plans are higher; here's what you and your clients should know.

    New 2015 Contribution Limits: Advisors Take Heed

    The Internal Revenue Service's new 2015 contribution limits for tax-deferred savings ...
  6. Don’t waste your time wading through the slew of private and corporate tax websites out there. Go straight to the source: IRS.gov.

    The Most Helpful Tools On The IRS.gov Website

    Don’t waste your time wading through the slew of private and corporate tax websites ...
  1. The definitive Bitcoin tax guide

    Bitcoin IRS Tax Guide For Individual Filers

    The is the most comprehensive analysis to date about the IRS tax guidance on virtual ...
  1. What's the difference between a financial advisor and a financial planner?

    Seeking professional advice from a financial advisor may involve asking for financial help from a certified financial planner, ...
  2. What credit card fees are tax deductible?

    Learn about some of the unexpected tax deductions for fees incurred through credit card purchases for both individuals and ...
  3. Must I pay Social Security taxes on my earnings after full retirement age?

    Paying Social Security contributions continues even past reaching full retirement age, but that can increase future Social ...
  4. How much will it cost to hire an accountant to do my taxes?

    Find out how much it costs to hire an accountant and what benefits and services you can expect from your accountant.
  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

    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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