Taxes

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  1. The Pitfalls of Not Coordinating a Financial Plan

    Not coordinating your financial plan can result in these pitfalls.
  2. Disclaiming Inherited Plan Assets

    There are good reasons to not accept inherited assets, but be sure you follow the proper process.
  3. What are the costs and tax consequences for transferring my house title to my child?

    Title transfers negatively affect taxes and require appropriate paperwork, and costs vary by state.
  4. 3 Ways to Achieve Tax Savings Before the Year Ends

    There is still time to save on taxes before the year ends.
  5. Is there a difference between capital gains and dividend income?

    Selling something for a profit leads to capital gains. A payment made by a corporations to stockholders is a dividend. Both ...
  6. What is the difference between capital gains and investment income?

    Learn about the difference between capital gains and other types of investment income, such as dividends paid on stock or ...
  7. Gift Tax

    A federal tax applied to people giving anything of value to another person. Exclusions generally limit the tax to gifts worth ...
  8. 529 Plan Tutorial

    This comprehensive guide goes through what a 529 plan is and how to set one up, contribute to it and withdraw from it.
  9. IRS Publication 503: Child And Dependent Care Expenses

    IRS Publication 503 is a document published every year by the IRS laying out the criteria to claim the Child and Dependent ...
  10. The Complete Guide to Becoming a Landlord

    Being a landlord can be a fulfilling and financially rewarding experience. However, the decision to become a landlord should ...
  11. When Paying Off Your Mortgage Early May Make Sense

    Here’s a look at when it may or may not make sense to pay your mortgage off before retiring.
  12. ‘Retired’ Too Soon? How to Reenter the Workforce After 50

    Here's what you need to know to survive financially and reenter the workforce when you're over 50 and a layoff has forced ...
  13. Year-End Tax Planning Tips for 2017

    Use these tips to set a course for year-end tax planning.
  14. Are fringe benefits direct or indirect costs?

    Learn how to allocate costs associated with fringe benefits provided to employees and how to determine when a cost is either ...
  15. 7 Tax Savings Tips for Small Business Owners

    Small business owners should consider these year-end tax savings strategies.
  16. A Back to School Homework Assignment for Parents

    The fall season is a good time to assess and take charge of your finances.
  17. Unclaimed Funds

    Unclaimed funds is money and other assets whose owner cannot be located.
  18. 5 Strategies to Help Clients Minimize Taxes

    Financial Planning consulted with several advisors about the tax-minimizing tactics they employ.
  19. Moving to the Burbs? Keep the City Condo As Rental

    Considering selling your condo after moving to the suburbs? Run the numbers on renting it first.
  20. When Net Unrealized Appreciation Is a Bad Idea

    A net unrealized appreciation strategy doesn't always result in significant tax savings.
  21. Additional Child Tax Credit

    The Additional Child Tax Credit is the refundable portion of the Child Tax Credit. The Additional Child Tax Credit can be ...
  22. Capital Gains Tax

    A capital gains tax is a type of tax levied on capital gains incurred by individuals and corporations. Triggered when an ...
  23. Understanding 'Per Diem'

    Per diem is one method for reimbursing employees for business-travel expenses. Companies using the per diem method must follow ...
  24. Withholding

    The portion of an employee's wages that is not included in his or her paycheck because it is remitted directly to the federal, ...
  25. P45 Tax

    A P45 is a tax form used in the UK and given by an employer to an employee upon termination of employment.
  26. Form 1098

    Form 1098 is a form filed with the Internal Revenue Service (IRS) that details the amount of interest and mortgage-related ...
  27. Defunct: Refundable AMT Credit for Employee Stock Option Taxes

    These refundable AMT credits helped taxpayers save on taxes, AMT bills and more – but expired in 2012.
  28. Student Loan Interest Deduction

    Student Loan Interest Deduction is a tax deduction for interest paid on higher education loans during the tax year in the ...
  29. Minimizing the Amount of Income Tax You Owe

    The amount of income you receive and tax deductions and credits you take impact how much you'll owe.
  30. Common Questions Asked About Social Security

    Here are some answers to common questions asked about Social Security.
  31. Freelancer

    A freelancer is not an employee of a firm, and may therefore be at liberty to complete different jobs concurrently by various ...
  32. Tax Day 2018: Start Planning Now

    Use these tips to set yourself up for a successful tax day in 2018.
  33. What Everyone Should Be Doing After Tax Season

    Here are four ways to set yourself up for better tax efficiency this year.
  34. Selling Employee Stock Purchase Plan Shares

    An in-depth look at how qualified sales of employee stock purchase plan shares work, and the tax consequences under different ...
  35. Financial Planning for Gen X and Millennials

    Gen X and Gen Y to need to get their finances in order, so here are some tips to get started.
  36. The Ultimate List of Painful Financial Mistakes

    Here are 24 preventable tax and investment mistakes that advisors see often; mistakes that can ruin your retirement planning.
  37. 4 Risks of Giving Your House to Your Child

    Your instincts may be generous, but handing over the house may not be the best financial plan for you – or your child.
  38. Women Stuck Paying the ‘Pink Tax’

    If you're a woman, you could be paying more than a man for the same stuff, from shirts to personal care products. Here's ...
  39. Millions Wait to the Last Minute to File Their Taxes

    Online filing encourages procrastination. Millennials are most likely to leave filing till last day
  40. Why Players Are the Winners in Raiders' Move to Vegas

    Whether you watch professional sports or are a professional athlete, financial planning is the same.
  41. 7 Divorce Tax Traps

    Filing your taxes is complicated enough, but it can become even more challenging after a divorce.
  42. Declaring Bankruptcy is no Easy Out

    Going bankrupt can help pull you out of debt, but it's rarely the best option.
  43. Bankruptcy Consequences

    You've done the deed and are out from under your debts – or embarked on a repayment plan. What consequences can you expect ...
  44. Savings and Tax Strategies Missed by Physicians

    Doctors and others often don't take complete advantage of health savings accounts and 401(k)s.
  45. Retirement Living: Renting Vs. Home Ownership

    Here are three simple questions you should consider when weighing this decision.
  46. Storing and Discarding Important Documents

    Use these tips to properly save important documents and safely discard them when the time comes.
  47. Foreign Account Tax Compliance Act (FATCA)

    FATCA is a tax law that compels US citizens at home and abroad to file annual reports on any foreign account holdings.
  48. Opinion: Trump's Math Needs a Recount

    In a speech with almost no specifics to speak of, Trump somehow managed to get the numbers wrong.
  49. More People to Pay Off Debt than Spend Tax Refund Cash in 2017

    Financial security weighs heavy as people choose prudence over spending the extra refund cash
  50. How To Make Your First $1 Million

    It is easier to become a millionaire now than at any time before. While you won't be buying islands, it is still a goal worth ...
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  1. 5 Ways To Make Your Home Remodels Pay Off

    Here are five ways to make your home renovation worth the money and effort you put into it.
  2. Differences Between Private Foundations And Public Charities

    Here's a look at the differences between these types of charitable organizations.
  3. How To Monetize Your YouTube Channel

    YouTube's Partner Program helps users earn money through their channels. Find out how.
  4. The World's Most Valuable Private Companies

    In spite of the rewards going public can bring, some companies prefer to remain private, and they are very successful in this.
  5. Is Cyber Monday The New Black Friday?

    Cyber Monday is becoming more popular than Black Friday. Here's why.
Hot Definitions
  1. IRR Rule

    A measure for evaluating whether to proceed with a project or investment. The IRR rule states that if the internal rate of ...
  2. Short Covering

    Short covering is buying back borrowed securities in order to close an open short position.
  3. Covariance

    A measure of the degree to which returns on two risky assets move in tandem. A positive covariance means that asset returns ...
  4. Liquid Asset

    An asset that can be converted into cash quickly and with minimal impact to the price received. Liquid assets are generally ...
  5. Nostro Account

    A bank account held in a foreign country by a domestic bank, denominated in the currency of that country. Nostro accounts ...
  6. Retirement Planning

    Retirement planning is the process of determining retirement income goals and the actions and decisions necessary to achieve ...
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