Articles tagged as


  1. Fund College for a Grandchild: 529 vs. HEET

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

  3. How Yearly Taxes on 401(k) Accounts Work

  4. How Income-Shifting Strategies Can Help Cut Taxes

  5. Top Tips for Deducting Stock Losses

  6. Which Receipts Save Big Money at Tax Time

  7. Read This Before Taking $10K+ to the Philippines

  8. Tips for Reducing Health Insurance Expenses

  9. Always Keep These Tax Documents

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

  11. 5 Reasons to Invest in Municipal Bonds When the Fed Hikes Rates

  12. How to Deduct Medical Insurance Premiums

  13. Payroll Taxes: Picking Apart Your Paycheck

  14. The Best Charitable Remainder Trust for You

  15. The Pros and Cons of Being a Nonprofit

  16. Can Your 401(k) Impact Your Social Security Benefits?

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

  18. Tax Implications of Opening a Foreign Bank Account

  19. Special Benefits for First-Time Homebuyers

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

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

  22. 12 Reasons Your IRS Refund Was Late

  23. How American Expats Are Taxed

  24. Taxes in California for Small Business: The Basics

  25. NGOs Millennials Like To Donate To

  26. Inversions and Transfer Pricing Will Hurt the US Economy

  27. How Donor-Advised Funds Can Help Cut Taxes

  28. The 7 Best States For Property Taxes, and Why

  29. 8 States With Estate Taxes

  30. Taxes in Oregon for Small Business: The Basics

  31. What Retirees Should Know Before Volunteering

  32. Comparing Long-Term Vs. Short-Term Capital Gain Tax Rates

  33. Taxes in Texas for Small Business: The Basics

  34. 2 Ways Hedge Funds Avoid Paying Taxes

  35. Top 3 Muni New Jersey Mutual Funds (VNJTX, FRNJX)

  36. Taxes in Florida for Small Businesses: The Basics

  37. How to Pick the Best Muni Bonds and Muni Bond ETFs (SHM)

  38. Annuities Vs. Bonds: Which One Is Better For You?

  39. Charity or Retirement Saving: Which to Prioritize?

  40. How to Navigate Taxable Mutual Fund Distributions

  41. Tips To Improve Chances Of A Small Business Loan

  42. The Top 10 Caribbean Tax Havens

  43. How ETFs May Save You Thousands

  44. How to Protect Your Portfolio from a Market Crash

  45. Avoid These 5 Financial Mistakes in a Divorce

  46. Estate Planning for Singles

  47. Top 3 Muni California Mutual Funds

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

  49. Why Some Celebs Say 'No Inheritance for My Kids'

  50. The 5 Countries Without Income Taxes

  51. How Much Can You Contribute to Your 401(k)?

  52. Tax Haven Vs. Tax Shelters: Is There a Difference?

  53. Top Strategies for Tax-Free Roth IRA Conversions

  54. 7 Ways to Create a Tax-Efficient Portfolio

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

  56. 4 Investment Mistakes That Will Cost You

  57. Countries With The Highest & Lowest Corporate Tax Rates (AAPL, IBM)

  58. START-UP NY: How a Tax-Free Zone Would Work

  59. 4 Reasons Why Delaware Is Considered a Tax Shelter

  60. Charitable Giving: How to Help Clients Do More

  61. How to Get the Most Money for Your Fur Coat

  62. How Tax-Efficient Is Your Mutual Fund?

  63. A Guide To Rollover A 401(k) To A New Employer

  64. How Much It Takes to Max Out Your IRA

  65. Hybrid Business: Rise of Nonprofits in Private Sector

  66. The Best Strategies to Manage Your Stock Options

  67. Top 4 Muni New York Mutual Funds

  68. Understanding Taxes on Mutual Funds Dividends

  69. 5 Cities the Ultra-Rich Are Moving to

  70. The Basics of Income Tax on Mutual Funds

  71. How Shackling Offshore Banks Will Impact You

  72. How to Use Annuities for Retirement Income

  73. Family Philanthropy: Developing a Cohesive Strategy

  74. Tax-Efficient Strategies For International Clients

  75. How to Handle Client Beneficiary Designations

  76. Top Tips to Reduce Required Minimum Distributions

  77. Tip for Estate Planning on the Cheap

  78. Your Social Security Benefits: Who Gets Taxed?

  79. Estate Planning Questions to Ask Clients Annually

  80. Top 3 Tips to Find an Estate Planning Lawyer

  81. Estate Planning Tips for the Average Client

  82. Top 4 Retirement Income Mutual Funds (PRFHX, SWJRX)

  83. Choosing The Best Charitable Gift Annuity

  84. How Social Security Benefits Are Estimated & Taxed

  85. Annuities and Baby Boomers: The Pros and Cons

  86. Why Even the Young Should Establish an Estate Plan

  87. How Does the Puerto Rican Debt Crisis Affect the US?

  88. The Origins of the Puerto Rican Debt Crisis

  89. 3 Things Investors Should Heed from Puerto Rico

  90. Top Annuity Tax Deferral Strategies

  91. How Does a Tax-Free Exchange Work?

  92. Tax Evasion Plagues Greece

  93. Comparing ETFs Vs. Mutual Funds For Tax Efficiency

  94. Understanding Taxes on Life Insurance Premiums

  95. Understanding How Dividends Are Taxed

  96. What IRS Form 990 Tells About a Nonprofit

  97. Top Reasons to File Separately When Married

  98. What IRS Form 1023 Is Used For

  99. Late with Your Taxes? Grab IRS Form 4868

  100. What IRS Form 8949 Is For

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