Tax Strategy

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  1. What are the disadvantages of a Roth IRA?

    Get informed about Roth IRAs, which have a few disadvantages, including limited access to funds and contribution limits based ...
  2. What Are Unrealized Gains And Losses?

    Gains or losses become “realized” when the stock is sold.
  3. Estate Planning: 16 Things Prince (and You) Should Have Done

    The must-do list Prince and his advisors should have completed to avoid leaving his family without a will and an estate plan.
  4. Assets the Ultra-Rich Use to Reduce (or Avoid) Taxes

    Paintings, oil wells and yachts can get great tax write-offs for their wealthy owners. All it takes is some smart gaming ...
  5. Panama Papers: What Advisors Need to Know

    Here is how clients may be impacted by some of the issues brought to light by the Panama Papers.
  6. OK, So I'll Be Smarter Next Tax Time

    5 tax resolutions to start on right now for a smoother tax return next April 18. Yes, it's the same date in 2017.
  7. Donald Trump’s Right That the Game Is Rigged – for Him to Make Money by Running

    Here’s how The Donald games election law to spin glitz into cash.
  8. Closing In On Retirement? Read These Tips

    If you're within 10 years of retiring, you and your financial planner should heed these essential tips.
  9. Retirement: U.S. Vs. Abroad

    Which option would make more sense for you: retiring abroad or staying at home in the U.S.? A look at the advantages and ...
  10. You'd Be Rich If You Were Taxed Like a Multinational

    Oh, the money you'd save. Something to think about as you fill out your own taxes, which aren't getting a tax holiday from ...
  11. Are credit card rewards considered taxable income by the IRS?

    Learn about when the Internal Revenue Service considers the financial value of gifts received from credit card reward programs ...
  12. Panama Papers Tip of the Iceberg as Congress Aids Tax Cheats & Terrorists

    Never mind the Panama Papers. America has its own ‘State Thieves, Embezzlers And Liars (STEAL) Protection Acts’ that can ...
  13. Can a spouse who is not named as a beneficiary receive assets from an IRA?

    It depends.Generally speaking, the designation of beneficiary form dictates who receives the assets from the individual retirement ...
  14. What are the Best Ways to Lower My Taxable Income?

    Paying taxes is an unavoidable obligation each year, but individuals and business owners can take advantage of various strategies ...
  15. All You Need to Know About Tax Havens

    These tax-free zones might sound appealing, but the consequences often aren't.
  16. The Top 10 European Tax Havens

    While the popular stereotype of a tax haven is a Caribbean island, these countries in Europe serve as attractive places for ...
  17. Tax Haven Vs. Tax Shelters: Is There a Difference?

    Learn about the difference between tax havens and tax shelters, and how both are used to reduce tax liability or avoid paying ...
  18. Why Is Panama Considered a Tax Haven?

    Learn about the offshore tax haven of Panama, and discover the legal and tax structures that make Panama a premier Caribbean ...
  19. Get a 6-Month Tax Extension

    Discover how to get some extra time from the IRS, without paying a hefty penalty for the privilege.
  20. Don't Miss These Tax Deductions

    Knowing the tax deductions you're entitled to can make or break your bank account. Do you know about all these insurance-related ...
  21. Make $1 Million? Expect an Audit

    If you make $1 million or more, the IRS has its eyes on you. Here's what you can do about it.
  22. Six Ways Your Tax Preparer Knows You're Lying

    An experienced tax preparer can usually sense when a customer is providing fraudulent information to them. Find out what ...
  23. Corporate Tax Dodge Explainer: Earnings Stripping

    How U.S. corporations take advantage of a legal loophole to avoid paying tax, depriving the U.S. Treasury (and ultimately, ...
  24. Can I roll a Traditional IRA into a 529 college account for my grandchild?

    The short answer: Not without paying taxes. But as with much of the tax code, there are various nuisances and exemptions ...
  25. What It Costs to Hire an Accountant in 2016

    Various factors affect how much accountants charge clients each year, including the complexity of the accounting tasks and ...
  26. How Restricted Stock and RSUs Are Taxed

    This form of executive compensation limits how these stocks can be sold. Find out more here.
  27. Don't Miss This Retirement Tax-Saving Window

    Many retirement planners view the years between age 59½ and 70½ as a “sweet spot” for their clients’ taxes. Here’s why and ...
  28. Pay the Lowest Possible Taxes on Retirement Assets

    One key factor that retirement planners focus on is minimizing their clients’ taxes each year. Here are some strategies for ...
  29. Before You Visit Your Tax Preparer: Do This

    The earlier you start preparing your tax records and documents, the more likely you are to have a smooth tax return experience ...
  30. The Most Overlooked Tax Deductions

    The receipts you cram into your wallet could be replaced with cash come tax season.
  31. How to Use the IRS Website

    The IRS website is vast, but it offers plenty of easy-to-understand information even if you’re not a tax attorney. Here’s ...
  32. Will the Wealthy See a Tax Incentive Cut?

    President Obama has unveiled plans to increase taxes for the wealthy. Retirement income and capital gains are two key areas ...
  33. Capital Losses and Tax

    When an investment sells for less than its purchase price, the difference is a capital loss.
  34. Profit from Art with a Charitable Remainder Trust

    With a CRUT, art collectors can avoid capital gains taxes on the sale of art– while also leaving their favorite charity a ...
  35. Why People Renounce Their U.S Citizenship

    This year, the highest number of Americans ever took the irrevocable step of giving up their citizenship. Here's why.
  36. A Beginner’s Guide To Tax-Efficient Investing

    Tax-efficiency is a measure of how much of an investment’s return remains after taxes are paid.
  37. The High Net Worth Guide to Medicare

    In the years ahead, wealthy seniors will pick up an even bigger part of the Medicare tab. However, there are ways to minimize ...
  38. How Billionaires Around the Globe Give Back

    This list of foreign billionaire philanthropists is robust. Here's a list of rich entrepreneurs around the globe who have ...
  39. Your Retirement-Planning Team

    As you accumulate wealth, retirement planning can be too complex for just one person. The right team can help you avoid headaches ...
  40. Know Your Stock Cost Basis

    A stock’s cost basis is its purchase price plus all reinvested dividends and commissions.
  41. Recharacterizing Your IRA Contribution or Roth Conversion

    Learn why you might make such a transaction and find out how to calculate how it will affect you.
  42. 10 Best States for Property Taxes in 2016

    Whether you are thinking of moving or just curious to see whether your state is in the top 10, these rankings are eye-opening.
  43. Avoid the Social Security Tax Trap

    Government benefits can cost you big money! Know the income thresholds before you file.
  44. How to Avoid Violating Wash Sale Rules When Realizing Tax Losses

    How to avoid violating the IRS wash sale rules when realizing capital losses in your taxable investment account.
  45. Capital Gains Tax 101

    Find out how taxes are applied to your investment returns and how you can reduce your tax burden.
  46. How do I file taxes for income from foreign sources?

    If you are a U.S. citizen or resident alien, your income (unless exempt), including what's earned outside the U.S., is usually ...
  47. How the New Tax Bill Affects Your Taxes

    Highlights of the new fiscal bill for individuals, business owners, investors. Note the December 31, 2015, deadline for Qualified ...
  48. What New IRS Rules Will Do to Partnerships, LLCs

    The pending IRS rule changes for partnerships and LLCs could drastically curtail the way assets within them are valued and ...
  49. How to Write an Effective Job Description to Attract the Right People

    Learn tips and advice for employers on how to write a job posting and what to include in the posting to attract the best ...
  50. How a Fixed Annuity Works After Retirement

    These popular investments can provide a steady stream of income during your retirement years. Here are the details.
  • Showing 1-50 of 105 items
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