Articles tagged as

Tax Planning

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  1. 4 Little-Known Ways to Reduce Your Property Taxes

  2. Tax Tips For the Individual Investor

  3. Mistakes to Avoid When You Own Life Insurance

  4. Captive Insurance: A Good Wealth Management Tool?

  5. 9 States Where You'll Pay the Most in Taxes

  6. Six Ways Your Tax Preparer Knows You're Lying

  7. Top Reasons to File Separately When Married

  8. ETFs and Taxes: What Investors Need to Know

  9. Save $1,000/Mo. in Your 401(k) for Less

  10. 8 Ways a Private Family Foundation Could Spark IRS Interest

  11. How to Use Client Tax Forms to Gain More Business

  12. Will the Backdoor Roth IRA be Eliminated?

  13. Retirees: Beware of These 6 IRS Red Flags

  14. Top 10 Home Business Tax Tips

  15. Married Gays Are Surprised to See Bigger Tax Bills

  16. When a 401(k) Hardship Withdrawal Makes Sense

  17. Here's the Best Way to Skirt Capital Gains Taxes

  18. Panama Papers: What Advisors Need to Know

  19. Can't Pay Your Taxes? What to Do Now

  20. OK, So I'll Be Smarter Next Tax Time

  21. Missed the Tax Return Deadline? Here's What to Do

  22. What to Know Before Moving to a Lower-Tax State

  23. How to Avoid the 6 Most Common Tax Audit Triggers

  24. Tax-Season Home Stretch: Last-Minute Deductions

  25. The Deadline for Catch-Up Contributions: April 18

  26. Simple Last-Minute Tax Tips

  27. Tax Breaks for People Over 50

  28. Tips for Tax-Efficient Retirement Plan Withdrawals

  29. Don’t Let These Overlooked Costs Ruin Your Retirement

  30. Strategies for Protecting Your Income from Taxes

  31. Top 5 Ways to Reduce Your Taxable Income

  32. These 13 States Tax Your Social Security Benefits

  33. Ten Things That You Might Not Know Are Taxable

  34. Surprise! These Items are Taxable

  35. Top Tax Deductions Not to Overlook

  36. Top Tax Strategies for Clients in a Bear Market

  37. What's the Tax Hit on an IRA Withdrawal?

  38. How Social Security Benefits are Taxed

  39. What It Costs to Hire an Accountant in 2016

  40. How to Optimize Taxable Portfolios in Bear Markets

  41. Before You Visit Your Tax Preparer: Do This

  42. Confused About Estimated Tax Deadlines for 2016?

  43. The Most Overlooked Tax Deductions

  44. How to Use the IRS Website

  45. 2 Tech Stocks Near Their 52-Week Lows Worth Buying (IMOS, BCOR)

  46. How to File Your Child's First Income Tax Return

  47. What Baby Boomers Need to Know About IRA RMDs

  48. Taxes: H&R Block vs. TurboTax vs. Jackson Hewitt

  49. Jan. 31 is Sunday: Almost No Time to Duck Obamacare Penalty

  50. The Impact of 2015 Tax Extender Bill on Savers

  51. Delaying Taking Social Security: What to Consider

  52. These IRA Contributions Will Cut Your 2015 Taxes

  53. The Top 5 Municipal Bond Funds for 2016

  54. Top Ways to Minimize Taxes on 401(k) Withdrawals

  55. How Advisors Can Help Clients Avoid Tax Scams

  56. MLP Investors Hit with Surprise Tax Bill from IRAs

  57. Advisors: Don’t Overlook This Foreign Dividend Tax

  58. 3 Tips to Get Started on Tax-Loss Harvesting

  59. Income Relating: Who Pays More for Medicare?

  60. Estate Planning Tips for Tax-Deferred Investments

  61. Year-end Tax Planning Strategies You Need to Know

  62. 5 Most Taxing Taxes for Americans

  63. Top Year-End Financial Planning Strategies

  64. How to Dodge Big Tax Hits on Your Portfolio

  65. How To Deduct Your Job Search Expenses

  66. How to Cut Your Alternative Minimum Tax

  67. How to Reduce Real Estate Investment Taxes

  68. 3 Little-Known Ways to Reduce Your Income Tax

  69. How Much Will You Owe on Your Inheritance?

  70. State Taxes Retirees Should Know About

  71. Estate Taxes: Who's on the Hook?

  72. 5 Little Known Ways to Reduce Small Business Taxes

  73. IRA Taxes: How to Make Sure You Pay Less

  74. How & Where to File Form 1040 (And Which Version)

  75. Should You Look at 529 Plans Outside Your State?

  76. 5 States Without Sales Tax

  77. How to Deduct Your Stock Losses

  78. 10 Money-Saving Year-End Tax Tips

  79. 2016 Tax Code Changes Add Some Wiggle Room

  80. End-of-the-Year Checklist to Save on Income Taxes

  81. Why Your Tax Bracket Is Not the Tax Rate You Pay

  82. How to Pay Minimal Taxes on Retirement Assets

  83. New Tax Pitfalls to Avoid in 2015

  84. After Poor Performance, Now a Mutual Fund Tax Hit?

  85. Top Tips for Deducting Stock Losses

  86. Always Keep These Tax Documents

  87. IRA Tax Mistake? You Still May Have Time to Fix It

  88. ETFs Can be Tax Efficient: Here’s How

  89. Are The Wealthy Better Served By Trusts Or Wills?

  90. Taxes in New York for Small Business: The Basics

  91. Inversions and Transfer Pricing Will Hurt the US Economy

  92. How to Navigate Taxable Mutual Fund Distributions

  93. How ETFs May Save You Thousands

  94. How to Protect Your Portfolio from a Market Crash

  95. Here's How to Deduct Your Stock Losses From Your Tax Bill

  96. Top Strategies for Tax-Free Roth IRA Conversions

  97. Hire Your Kids at Your Small Business – Here's Why

  98. The Best Strategies to Manage Your Stock Options

  99. How to Use Annuities for Retirement Income

  100. Top Tips to Reduce Required Minimum Distributions

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