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June 25, 2018
Following are some generally recognized financial planning tools that may help you reduce your tax bill. Charitable Giving – Instead of selling your appreciated long-term securities, […]
News Archive
June 25, 2018
Following are some generally recognized financial planning tools that may help you reduce your tax bill. Charitable Giving – Instead of selling your appreciated long-term securities, […]
June 25, 2018
Are you in the middle of a disagreement with the IRS? One of the guaranteed rights for all taxpayers is the right to appeal. If you […]
June 25, 2018
Oops! You’ve discovered an error after your tax return has been filed. What should you do? You may need to amend your return. The IRS usually […]
December 1, 2017
5 Common Mistakes When Applying For Financial Aid Given the astronomical cost of college, even well-off parents should consider applying for financial aid. A single misstep, […]
November 1, 2017
Handle With Care: Mutual Funds and Taxes Many people overlook taxes when planning their mutual fund investments. But you’ve got to handle these valuable assets with […]
October 1, 2017
Wills and Living Trusts: Estate Planning Imperatives Well-crafted, up-to-date estate planning documents are an imperative for everyone. They also can help ease the burdens on your […]
September 1, 2017
Understanding the Differences Between Health Care Accounts Health care costs continue to be in the news and on everyone’s mind. As a result, tax-friendly ways to […]
August 1, 2017
IRS Permits High-Earner Roth IRA Rollover Opportunity Are you a highly compensated employee (HCE) approaching retirement? If so, and you have a 401(k), you should consider […]
July 1, 2017
Which Type of Mortgage Loan Meets Your Needs? Few purchases during your lifetime will be as expensive as buying a home. Whether it’s your primary residence, […]
June 1, 2017
In Down Years, NOL Rules Can Offer Tax Relief From time to time, a business may find that its operating expenses and other deductions for a […]
May 1, 2017
Watch Out for IRD Issues When Inheriting Money Once a relatively obscure concept, income in respect of a decedent (IRD) can create a surprisingly high tax […]
April 1, 2017
ABLE Accounts Can Help Support the Disabled The Achieving a Better Life Experience (ABLE) Act of 2014 created a tax-advantaged savings account for people who have […]