Articles tagged as

Taxes

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  1. 2016 Tax Code Changes Add Some Wiggle Room

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

  3. The Worst Financial Problems Ultra-High-Net-Worth-Individuals (UHNWIs) Face

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

  5. Americans Are Living Longer, but Social Security Is Not Catching Up

  6. New Tax Pitfalls to Avoid in 2015

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

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

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

  10. How Income-Shifting Strategies Can Help Cut Taxes

  11. Top Tips for Deducting Stock Losses

  12. Which Receipts Save Big Money at Tax Time

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

  14. Tips for Reducing Health Insurance Expenses

  15. Always Keep These Tax Documents

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

  17. 5 Reasons to Invest in Municipal Bonds When the Fed Hikes Rates

  18. How to Deduct Medical Insurance Premiums

  19. Payroll Taxes: Picking Apart Your Paycheck

  20. The Best Charitable Remainder Trust for You

  21. The Pros and Cons of Being a Nonprofit

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

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

  24. Tax Implications of Opening a Foreign Bank Account

  25. Special Benefits for First-Time Homebuyers

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

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

  28. 12 Reasons Your IRS Refund Was Late

  29. How American Expats Are Taxed

  30. Taxes in California for Small Business: The Basics

  31. NGOs Millennials Like To Donate To

  32. Inversions and Transfer Pricing Will Hurt the US Economy

  33. How Donor-Advised Funds Can Help Cut Taxes

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

  35. 8 States With Estate Taxes

  36. Taxes in Oregon for Small Business: The Basics

  37. What Retirees Should Know Before Volunteering

  38. Comparing Long-Term vs. Short-Term Capital Gain Tax Rates

  39. Taxes in Texas for Small Business: The Basics

  40. 2 Ways Hedge Funds Avoid Paying Taxes

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

  42. Taxes in Florida for Small Businesses: The Basics

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

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

  45. Charity or Retirement Saving: Which to Prioritize?

  46. How to Navigate Taxable Mutual Fund Distributions

  47. Tips To Improve Chances Of A Small Business Loan

  48. The Top 10 Caribbean Tax Havens

  49. How ETFs May Save You Thousands

  50. How to Protect Your Portfolio from a Market Crash

  51. Avoid These 5 Financial Mistakes in a Divorce

  52. Estate Planning for Singles

  53. Top 3 Muni California Mutual Funds

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

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

  56. The 5 Countries Without Income Taxes

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

  58. Top Strategies for Tax-Free Roth IRA Conversions

  59. 7 Ways to Create a Tax-Efficient Portfolio

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

  61. 4 Investment Mistakes That Will Cost You

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

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

  64. Charitable Giving: How to Help Clients Do More

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

  66. How Tax-Efficient Is Your Mutual Fund?

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

  68. How Much It Takes to Max Out Your IRA

  69. Hybrid Business: Rise of Nonprofits in Private Sector

  70. The Best Strategies to Manage Your Stock Options

  71. Top 4 Muni New York Mutual Funds

  72. Understanding Taxes on Mutual Funds Dividends

  73. 5 Cities the Ultra-Rich Are Moving to

  74. The Basics of Income Tax on Mutual Funds

  75. How Shackling Offshore Banks Will Impact You

  76. How to Use Annuities for Retirement Income

  77. Family Philanthropy: Developing a Cohesive Strategy

  78. Tax-Efficient Strategies For International Clients

  79. How to Handle Client Beneficiary Designations

  80. Top Tips to Reduce Required Minimum Distributions

  81. Tip for Estate Planning on the Cheap

  82. Your Social Security Benefits: Who Gets Taxed?

  83. Estate Planning Questions to Ask Clients Annually

  84. Top 3 Tips to Find an Estate Planning Lawyer

  85. Estate Planning Tips for the Average Client

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

  87. Choosing The Best Charitable Gift Annuity

  88. How Social Security Benefits Are Estimated & Taxed

  89. Annuities and Baby Boomers: The Pros and Cons

  90. Why Even the Young Should Establish an Estate Plan

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

  92. 3 Things Investors Should Heed from Puerto Rico

  93. Top Annuity Tax Deferral Strategies

  94. How Does a Tax-Free Exchange Work?

  95. Tax Evasion Plagues Greece

  96. Comparing ETFs Vs. Mutual Funds For Tax Efficiency

  97. Understanding Taxes on Life Insurance Premiums

  98. Understanding How Dividends Are Taxed

  99. What IRS Form 990 Tells About a Nonprofit

  100. What IRS Form 1023 Is Used For

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