Tax Planning

  1. How The IRS Works: Functions & Audits

    How The IRS Works: Functions & Audits

    Even the most enlightened citizen curses taxes, possibly while simultaneously acknowledging ...
  2. 5 Services To Usher In New Clients

    5 Services To Usher In New Clients

    Discover ways in which advisors are increasingly choosing to promote their businesses. ...
  3. 10 Steps To Tax Preparation

    10 Steps To Tax Preparation

    Follow these simple steps to get you ready for the income tax deadline of April 15. ...
  4. Don't Forget To Take Minimum Distributions

    Don't Forget To Take Minimum Distributions

    Take the right required minimum distributions from IRAs, 401(k)s and the like, starting ...
  5. Cut Taxes By Reporting Property Damage

    Cut Taxes By Reporting Property Damage

    Know the options you have for your insured property if and when a disaster strikes. ...
  6. 2010: The Year To Convert Your IRA

    2010: The Year To Convert Your IRA

    Thanks to fewer restrictions, it's now easier than ever to convert your traditional ...
  1. Bitcoin IRS Tax Guide For Individual Filers

    Bitcoin IRS Tax Guide For Individual Filers

    The is the most comprehensive analysis to date about the IRS tax guidance on virtual ...
  1. What is the penalty for taking money out of my 401(k) before I'm 59 years old?

    Learn why withdrawing from a 401(k) plan before age 59 carries an extra 10 percent tax penalty. Only a few circumstances ...
  2. Will I have to pay taxes on my 401(k) plan if I quit my job?

    Quitting your job does not trigger a taxable event for your 401(k) funds unless you elect to cash out your account and take ...
  3. Can real estate be depreciated?

    Decrease the amount of taxable income on your income-producing real estate by depreciating the asset on your federal income ...
  4. How can I make sure I get all my eligible deductions?

    Most tax preparation software does a good job. However, like any recipe, the end results are only as good as what goes into ...
  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

    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

    5 Tax(ing) Retirement Mistakes

    Avoiding these five common tax mistakes can really pay off on your way to retirement ...
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