Articles tagged as


  1. How Income-Shifting Strategies Can Help Cut Taxes

  2. Top Tips for Deducting Stock Losses

  3. Which Receipts Save Big Money at Tax Time

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

  5. Tips for Reducing Health Insurance Expenses

  6. Always Keep These Tax Documents

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

  8. 5 Reasons to Invest in Municipal Bonds When the Fed Hikes Rates

  9. How to Deduct Medical Insurance Premiums

  10. Payroll Taxes: Picking Apart Your Paycheck

  11. The Best Charitable Remainder Trust for You

  12. The Pros and Cons of Being a Nonprofit

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

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

  15. Tax Implications of Opening a Foreign Bank Account

  16. Special Benefits for First-Time Homebuyers

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

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

  19. 12 Reasons Your IRS Refund Was Late

  20. How American Expats Are Taxed

  21. Taxes in California for Small Business: The Basics

  22. NGOs Millennials Like To Donate To

  23. Inversions and Transfer Pricing Will Hurt the US Economy

  24. How Donor-Advised Funds Can Help Cut Taxes

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

  26. 8 States With Estate Taxes

  27. Taxes in Oregon for Small Business: The Basics

  28. What Retirees Should Know Before Volunteering

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

  30. Taxes in Texas for Small Business: The Basics

  31. 2 Ways Hedge Funds Avoid Paying Taxes

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

  33. Taxes in Florida for Small Businesses: The Basics

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

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

  36. Charity or Retirement Saving: Which to Prioritize?

  37. How to Navigate Taxable Mutual Fund Distributions

  38. Tips To Improve Chances Of A Small Business Loan

  39. The Top 10 Caribbean Tax Havens

  40. How ETFs May Save You Thousands

  41. How to Protect Your Portfolio from a Market Crash

  42. Avoid These 5 Financial Mistakes in a Divorce

  43. Estate Planning for Singles

  44. Top 3 Muni California Mutual Funds

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

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

  47. The 5 Countries Without Income Taxes

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

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

  50. Top Strategies for Tax-Free Roth IRA Conversions

  51. 7 Ways to Create a Tax-Efficient Portfolio

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

  53. 4 Investment Mistakes That Will Cost You

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

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

  56. 4 Reasons Why Delaware Is Considered a Tax Shelter

  57. Charitable Giving: How to Help Clients Do More

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

  59. How Tax-Efficient Is Your Mutual Fund?

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

  61. How Much It Takes to Max Out Your IRA

  62. Hybrid Business: Rise of Nonprofits in Private Sector

  63. The Best Strategies to Manage Your Stock Options

  64. Top 4 Muni New York Mutual Funds

  65. Understanding Taxes on Mutual Funds Dividends

  66. 5 Cities the Ultra-Rich Are Moving to

  67. The Basics of Income Tax on Mutual Funds

  68. How Shackling Offshore Banks Will Impact You

  69. How to Use Annuities for Retirement Income

  70. Family Philanthropy: Developing a Cohesive Strategy

  71. Tax-Efficient Strategies For International Clients

  72. How to Handle Client Beneficiary Designations

  73. Top Tips to Reduce Required Minimum Distributions

  74. Tip for Estate Planning on the Cheap

  75. Your Social Security Benefits: Who Gets Taxed?

  76. Estate Planning Questions to Ask Clients Annually

  77. Top 3 Tips to Find an Estate Planning Lawyer

  78. Estate Planning Tips for the Average Client

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

  80. Choosing The Best Charitable Gift Annuity

  81. How Social Security Benefits Are Estimated & Taxed

  82. Annuities and Baby Boomers: The Pros and Cons

  83. Why Even the Young Should Establish an Estate Plan

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

  85. The Origins of the Puerto Rican Debt Crisis

  86. 3 Things Investors Should Heed from Puerto Rico

  87. Top Annuity Tax Deferral Strategies

  88. How Does a Tax-Free Exchange Work?

  89. Tax Evasion Plagues Greece

  90. Comparing ETFs Vs. Mutual Funds For Tax Efficiency

  91. Understanding Taxes on Life Insurance Premiums

  92. Understanding How Dividends Are Taxed

  93. What IRS Form 990 Tells About a Nonprofit

  94. Top Reasons to File Separately When Married

  95. What IRS Form 1023 Is Used For

  96. Late with Your Taxes? Grab IRS Form 4868

  97. What IRS Form 8949 Is For

  98. How to Tell if You Need an Estate Planning Lawyer

  99. The Top 9 Things to Know About Hillary Clinton's Economic View

  100. Inherited IRA and 401(k) Rules: Don't Run Afoul

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