How different types of investment income are taxed
Learn how interest income, capital gains, dividends and retirement income are treated at filing time.
Protect yourself and your parents from tax fraud
Keep an eye out for warning signs and reduce your vulnerability with a few simple tips.
Mitigating surtaxes faced by high-income earners
Thoughtful, proactive planning can help high-earning taxpayers reduce their net investment income tax and additional Medicare tax bills.
Have you hired the right tax accountant?
Five signs you’ve chosen the right accountant; two signs that suggest proceeding with caution.
3 ideas for when the IRS owes you
Breaking even is the goal. But if you find yourself receiving a refund this year, consider these ideas for putting it to work.
Unexpected tax bill? Avoid compromising your long-term plan
Surprised in spring by a tax bill you didn’t anticipate? Consider strategies for settling up without disrupting your longer-term financial progress.
Laying the groundwork for tax season
Smart moves at the beginning of tax season can help get your financial house in order.
Does Your Business Qualify for This Notable Tax Deduction?
Pass-through entities now have a more level planning field with businesses that benefitted from the 2017 corporate tax reduction.
Trim Your Future Tax Bill by Thinking Ahead
Don’t procrastinate when it comes to prepping for tax season.
Year-End Tax Tips for Businesses
Help improve your bottom line with these tax mitigation strategies.
Make Your Final Tax-Saving Moves Before Dec. 31
Proactive investors know that the months before year-end can be an ideal time to make strategic adjustments.