Articles tagged as

Tax Planning

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  1. ETFs and Taxes: What Investors Need to Know

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

  3. 8 Ways a Private Family Foundation Could Spark IRS Interest

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

  5. Will the Backdoor Roth IRA be Eliminated?

  6. Retirees: Beware of These 6 IRS Red Flags

  7. Top 10 Home Business Tax Tips

  8. Married Gays Are Surprised to See Bigger Tax Bills

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

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

  11. Panama Papers: What Advisors Need to Know

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

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

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

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

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

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

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

  19. Simple Last-Minute Tax Tips

  20. Tax Breaks for People Over 50

  21. Tips for Tax-Efficient Retirement Plan Withdrawals

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

  23. Strategies for Protecting Your Income from Taxes

  24. Top 5 Ways to Reduce Your Taxable Income

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

  26. These 13 States Tax Your Social Security Benefits

  27. Ten Things That You Might Not Know Are Taxable

  28. Surprise! These Items are Taxable

  29. Top Tax Deductions Not to Overlook

  30. Top Tax Strategies for Clients in a Bear Market

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

  32. How Social Security Benefits are Taxed

  33. What It Costs to Hire an Accountant in 2016

  34. How to Optimize Taxable Portfolios in Bear Markets

  35. Before You Visit Your Tax Preparer: Do This

  36. Confused About Estimated Tax Deadlines for 2016?

  37. The Most Overlooked Tax Deductions

  38. How to Use the IRS Website

  39. 2 Tech Stocks Near Their 52-Week Lows Worth Buying (IMOS, BCOR)

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

  41. What Baby Boomers Need to Know About IRA RMDs

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

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

  44. The Impact of 2015 Tax Extender Bill on Savers

  45. Delaying Taking Social Security: What to Consider

  46. These IRA Contributions Will Cut Your 2015 Taxes

  47. The Top 5 Municipal Bond Funds for 2016

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

  49. How Advisors Can Help Clients Avoid Tax Scams

  50. MLP Investors Hit with Surprise Tax Bill from IRAs

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

  52. 3 Tips to Get Started on Tax-Loss Harvesting

  53. Income Relating: Who Pays More for Medicare?

  54. Estate Planning Tips for Tax-Deferred Investments

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

  56. 5 Most Taxing Taxes for Americans

  57. Top Year-End Financial Planning Strategies

  58. How to Dodge Big Tax Hits on Your Portfolio

  59. How To Deduct Your Job Search Expenses

  60. How to Cut Your Alternative Minimum Tax

  61. How to Reduce Real Estate Investment Taxes

  62. 3 Little-Known Ways to Reduce Your Income Tax

  63. How Much Will You Owe on Your Inheritance?

  64. 4 Little-Known Ways to Reduce Your Property Taxes

  65. State Taxes Retirees Should Know About

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

  67. 5 Little Known Ways to Reduce Small Business Taxes

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

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

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

  71. 5 States Without Sales Tax

  72. How to Deduct Your Stock Losses

  73. 10 Money-Saving Year-End Tax Tips

  74. 2016 Tax Code Changes Add Some Wiggle Room

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

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

  77. How to Pay Minimal Taxes on Retirement Assets

  78. New Tax Pitfalls to Avoid in 2015

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

  80. Top Tips for Deducting Stock Losses

  81. Always Keep These Tax Documents

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

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

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

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

  86. Inversions and Transfer Pricing Will Hurt the US Economy

  87. How to Navigate Taxable Mutual Fund Distributions

  88. How ETFs May Save You Thousands

  89. How to Protect Your Portfolio from a Market Crash

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

  91. Top Strategies for Tax-Free Roth IRA Conversions

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

  93. The Best Strategies to Manage Your Stock Options

  94. How to Use Annuities for Retirement Income

  95. Top Tips to Reduce Required Minimum Distributions

  96. Your Social Security Benefits: Who Gets Taxed?

  97. How Social Security Benefits Are Estimated & Taxed

  98. Annuities and Baby Boomers: The Pros and Cons

  99. Top Annuity Tax Deferral Strategies

  100. What IRS Form 990 Tells About a Nonprofit

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