Articles tagged as

Tax Planning

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  1. 8 Ways a Private Family Foundation Could Spark IRS Interest

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

  3. Will the Backdoor Roth IRA be Eliminated?

  4. Retirees: Beware of These 6 IRS Red Flags

  5. Top 10 Home Business Tax Tips

  6. Married Gays Are Surprised to See Bigger Tax Bills

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

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

  9. Panama Papers: What Advisors Need to Know

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

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

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

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

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

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

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

  17. Simple Last-Minute Tax Tips

  18. Tax Breaks for People Over 50

  19. Tips for Tax-Efficient Retirement Plan Withdrawals

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

  21. Strategies for Protecting Your Income from Taxes

  22. Top 5 Ways to Reduce Your Taxable Income

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

  24. These 13 States Tax Your Social Security Benefits

  25. Ten Things That You Might Not Know Are Taxable

  26. Surprise! These Items are Taxable

  27. Top Tax Deductions Not to Overlook

  28. Top Tax Strategies for Clients in a Bear Market

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

  30. How Social Security Benefits are Taxed

  31. What It Costs to Hire an Accountant in 2016

  32. How to Optimize Taxable Portfolios in Bear Markets

  33. Before You Visit Your Tax Preparer: Do This

  34. Confused About Estimated Tax Deadlines for 2016?

  35. The Most Overlooked Tax Deductions

  36. How to Use the IRS Website

  37. 2 Tech Stocks Near Their 52-Week Lows Worth Buying (IMOS, BCOR)

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

  39. What Baby Boomers Need to Know About IRA RMDs

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

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

  42. The Impact of 2015 Tax Extender Bill on Savers

  43. Delaying Taking Social Security: What to Consider

  44. These IRA Contributions Will Cut Your 2015 Taxes

  45. The Top 5 Municipal Bond Funds for 2016

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

  47. How Advisors Can Help Clients Avoid Tax Scams

  48. MLP Investors Hit with Surprise Tax Bill from IRAs

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

  50. 3 Tips to Get Started on Tax-Loss Harvesting

  51. Income Relating: Who Pays More for Medicare?

  52. Estate Planning Tips for Tax-Deferred Investments

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

  54. 5 Most Taxing Taxes for Americans

  55. Top Year-End Financial Planning Strategies

  56. How to Dodge Big Tax Hits on Your Portfolio

  57. How To Deduct Your Job Search Expenses

  58. How to Cut Your Alternative Minimum Tax

  59. How to Reduce Real Estate Investment Taxes

  60. 3 Little-Known Ways to Reduce Your Income Tax

  61. How Much Will You Owe on Your Inheritance?

  62. 4 Little-Known Ways to Reduce Your Property Taxes

  63. State Taxes Retirees Should Know About

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

  65. 5 Little Known Ways to Reduce Small Business Taxes

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

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

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

  69. 5 States Without Sales Tax

  70. How to Deduct Your Stock Losses

  71. 10 Money-Saving Year-End Tax Tips

  72. 2016 Tax Code Changes Add Some Wiggle Room

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

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

  75. How to Pay Minimal Taxes on Retirement Assets

  76. New Tax Pitfalls to Avoid in 2015

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

  78. Top Tips for Deducting Stock Losses

  79. Always Keep These Tax Documents

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

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

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

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

  84. Inversions and Transfer Pricing Will Hurt the US Economy

  85. How to Navigate Taxable Mutual Fund Distributions

  86. How ETFs May Save You Thousands

  87. How to Protect Your Portfolio from a Market Crash

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

  89. Top Strategies for Tax-Free Roth IRA Conversions

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

  91. The Best Strategies to Manage Your Stock Options

  92. How to Use Annuities for Retirement Income

  93. Top Tips to Reduce Required Minimum Distributions

  94. Your Social Security Benefits: Who Gets Taxed?

  95. How Social Security Benefits Are Estimated & Taxed

  96. Annuities and Baby Boomers: The Pros and Cons

  97. Top Annuity Tax Deferral Strategies

  98. What IRS Form 990 Tells About a Nonprofit

  99. Top Reasons to File Separately When Married

  100. What IRS Form 1023 Is Used For

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