Articles tagged as

Taxes

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

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

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

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

  5. New Tax Pitfalls to Avoid in 2015

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

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

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

  9. How Income-Shifting Strategies Can Help Cut Taxes

  10. Top Tips for Deducting Stock Losses

  11. Which Receipts Save Big Money at Tax Time

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

  13. Tips for Reducing Health Insurance Expenses

  14. Always Keep These Tax Documents

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

  16. 5 Reasons to Invest in Municipal Bonds When the Fed Hikes Rates

  17. How to Deduct Medical Insurance Premiums

  18. Payroll Taxes: Picking Apart Your Paycheck

  19. The Best Charitable Remainder Trust for You

  20. The Pros and Cons of Being a Nonprofit

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

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

  23. Tax Implications of Opening a Foreign Bank Account

  24. Special Benefits for First-Time Homebuyers

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

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

  27. 12 Reasons Your IRS Refund Was Late

  28. How American Expats Are Taxed

  29. Taxes in California for Small Business: The Basics

  30. NGOs Millennials Like To Donate To

  31. Inversions and Transfer Pricing Will Hurt the US Economy

  32. How Donor-Advised Funds Can Help Cut Taxes

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

  34. 8 States With Estate Taxes

  35. Taxes in Oregon for Small Business: The Basics

  36. What Retirees Should Know Before Volunteering

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

  38. Taxes in Texas for Small Business: The Basics

  39. 2 Ways Hedge Funds Avoid Paying Taxes

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

  41. Taxes in Florida for Small Businesses: The Basics

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

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

  44. Charity or Retirement Saving: Which to Prioritize?

  45. How to Navigate Taxable Mutual Fund Distributions

  46. Tips To Improve Chances Of A Small Business Loan

  47. The Top 10 Caribbean Tax Havens

  48. How ETFs May Save You Thousands

  49. How to Protect Your Portfolio from a Market Crash

  50. Avoid These 5 Financial Mistakes in a Divorce

  51. Estate Planning for Singles

  52. Top 3 Muni California Mutual Funds

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

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

  55. The 5 Countries Without Income Taxes

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

  57. Top Strategies for Tax-Free Roth IRA Conversions

  58. 7 Ways to Create a Tax-Efficient Portfolio

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

  60. 4 Investment Mistakes That Will Cost You

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

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

  63. Charitable Giving: How to Help Clients Do More

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

  65. How Tax-Efficient Is Your Mutual Fund?

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

  67. How Much It Takes to Max Out Your IRA

  68. Hybrid Business: Rise of Nonprofits in Private Sector

  69. The Best Strategies to Manage Your Stock Options

  70. Top 4 Muni New York Mutual Funds

  71. Understanding Taxes on Mutual Funds Dividends

  72. 5 Cities the Ultra-Rich Are Moving to

  73. The Basics of Income Tax on Mutual Funds

  74. How Shackling Offshore Banks Will Impact You

  75. How to Use Annuities for Retirement Income

  76. Family Philanthropy: Developing a Cohesive Strategy

  77. Tax-Efficient Strategies For International Clients

  78. How to Handle Client Beneficiary Designations

  79. Top Tips to Reduce Required Minimum Distributions

  80. Tip for Estate Planning on the Cheap

  81. Your Social Security Benefits: Who Gets Taxed?

  82. Estate Planning Questions to Ask Clients Annually

  83. Top 3 Tips to Find an Estate Planning Lawyer

  84. Estate Planning Tips for the Average Client

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

  86. Choosing The Best Charitable Gift Annuity

  87. How Social Security Benefits Are Estimated & Taxed

  88. Annuities and Baby Boomers: The Pros and Cons

  89. Why Even the Young Should Establish an Estate Plan

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

  91. 3 Things Investors Should Heed from Puerto Rico

  92. Top Annuity Tax Deferral Strategies

  93. How Does a Tax-Free Exchange Work?

  94. Tax Evasion Plagues Greece

  95. Comparing ETFs Vs. Mutual Funds For Tax Efficiency

  96. Understanding Taxes on Life Insurance Premiums

  97. Understanding How Dividends Are Taxed

  98. What IRS Form 990 Tells About a Nonprofit

  99. What IRS Form 1023 Is Used For

  100. Late with Your Taxes? Grab IRS Form 4868

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