Articles tagged as


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  1. Taxes in Oregon for Small Business: The Basics

  2. What Retirees Should Know Before Volunteering

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

  4. Taxes in Texas for Small Business: The Basics

  5. 2 Ways Hedge Funds Avoid Paying Taxes

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

  7. Taxes in Florida for Small Businesses: The Basics

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

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

  10. Charity or Retirement Saving: Which to Prioritize?

  11. How to Navigate Taxable Mutual Fund Distributions

  12. Tips To Improve Chances Of A Small Business Loan

  13. The Top 10 Caribbean Tax Havens

  14. How ETFs May Save You Thousands

  15. How to Protect Your Portfolio from a Market Crash

  16. Avoid These 5 Financial Mistakes in a Divorce

  17. Estate Planning for Singles

  18. Top 3 Muni California Mutual Funds

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

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

  21. The 5 Countries Without Income Taxes

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

  23. Top Strategies for Tax-Free Roth IRA Conversions

  24. 7 Ways to Create a Tax-Efficient Portfolio

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

  26. 4 Investment Mistakes That Will Cost You

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

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

  29. 4 Reasons Why Delaware Is Considered a Tax Shelter

  30. Charitable Giving: How to Help Clients Do More

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

  32. How Tax-Efficient Is Your Mutual Fund?

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

  34. How Much It Takes to Max Out Your IRA

  35. Hybrid Business: Rise of Nonprofits in Private Sector

  36. The Best Strategies to Manage Your Stock Options

  37. Top 4 Muni New York Mutual Funds

  38. Understanding Taxes on Mutual Funds Dividends

  39. 5 Cities the Ultra-Rich Are Moving to

  40. The Basics of Income Tax on Mutual Funds

  41. How Shackling Offshore Banks Will Impact You

  42. How to Use Annuities for Retirement Income

  43. Family Philanthropy: Developing a Cohesive Strategy

  44. Tax-Efficient Strategies For International Clients

  45. How to Handle Client Beneficiary Designations

  46. Top Tips to Reduce Required Minimum Distributions

  47. Tip for Estate Planning on the Cheap

  48. Your Social Security Benefits: Who Gets Taxed?

  49. Estate Planning Questions to Ask Clients Annually

  50. Top 3 Tips to Find an Estate Planning Lawyer

  51. Estate Planning Tips for the Average Client

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

  53. Choosing The Best Charitable Gift Annuity

  54. How Social Security Benefits Are Estimated & Taxed

  55. Annuities and Baby Boomers: The Pros and Cons

  56. Why Even the Young Should Establish an Estate Plan

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

  58. 3 Things Investors Should Heed from Puerto Rico

  59. Top Annuity Tax Deferral Strategies

  60. How Does a Tax-Free Exchange Work?

  61. Tax Evasion Plagues Greece

  62. Comparing ETFs Vs. Mutual Funds For Tax Efficiency

  63. Understanding Taxes on Life Insurance Premiums

  64. Understanding How Dividends Are Taxed

  65. What IRS Form 990 Tells About a Nonprofit

  66. Top Reasons to File Separately When Married

  67. What IRS Form 1023 Is Used For

  68. Late with Your Taxes? Grab IRS Form 4868

  69. What IRS Form 8949 Is For

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

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

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

  73. Top 4 Ways to Avoid Muni Bond Mistakes

  74. How to Avoid the Inheritance Nobody Wants: Debt

  75. Holding Out for Capital Gains Could Be a Mistake

  76. How do you calculate penalties on a 401(k) early withdrawal?

  77. What's Wrong with the American Tax System

  78. Advisors: Warn Clients About These Audit Triggers

  79. 3 States Where Taxes Can Hammer Retirees

  80. Best Ways to Avoid RMD Tax Hits on IRAs

  81. Top Tips for Minimizing Taxes on Social Security

  82. Retirement Plan Options for Small-Business Owners (SCHW, TROW)

  83. How to Help Retirees Manage Taxes on Distributions

  84. Employers: Don't Forget IRS Form 941

  85. What's the Purpose of IRS Form 1065?

  86. What's IRS Form 2848 Used For?

  87. 20 Medical Expenses You Didn't Know You Could Deduct

  88. How IRS Form 5498 Helps You

  89. Understanding Taxation On Leveraged ETFs (YCS)

  90. Top Tips for Minimizing Taxes on Severance Pay

  91. What's IRS Form 1040 For?

  92. Top Financial Planning Strats for Unwed Couples

  93. Ask Your Advisor These 5 401(k) Rollover Questions

  94. Advisors Fees: What Are You Paying For?

  95. 5 Key Steps to Start Your Own Small Business

  96. 6 Reasons Not to Recharacterize Your Roth IRA

  97. Are You Considered a Small Business?

  98. Can Immigration Reform Help the Economy?

  99. The Biggest Items Obama Is Still Missing From His Mandate

  100. 4 Top Changes Obama Has Made with His Mandates

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