The Tax Day Approaches: 12 Deductions to Make Your Heart Glad
The New Year dawns, providing us all a fresh start. The year’s early days are carefree and full of hope. But then – sunrise, sunset...
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Taxes 2020 – A Host of Small Changes for Planner’s Consideration
Congress is having a hard time getting much done – not without a parcel of bickering, anyway. The good side of gridlock is found in...
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Surprise! These Are Taxable!
Uncle Sam is one greedy relative. It’s bad enough that his bony hand is always in your pocket on payday, but it’s not just wages...
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Year-End Rundown of Tax Rules on Investments
As the year fades, it’s a good time to review the taxation strategy for your portfolio and consider the ins-and-outs that can...
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Top Tax Facts for 529 Plans
IRC Section 529 plans offer one of the most effectives paths to saving for a child or grandchild’s educational expenses. However...
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Tax Troubles Could Put Your Passport at Risk
Uncle Sam is one wily fellow. Just when you think you’ve escaped his clutches his long arm reaches out and grabs you by the scruff...
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Ten Things You Should Know about Taxes in 2019
In the wake of the Tax Reform and Jobs Act of 2017, many taxpayers seem to have slipped into a seemingly permanent state of...
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Why So Many Pro Athletes Go Broke
You’d think that when an athlete signs with a National Football League (NFL) or National Basketball Association (NBA) team, they’re...
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The World’s High-Tax Countries: How They Bring It In
In 2017, France, Denmark, Belgium, Sweden, and Finland all enjoyed tax revenue as a percentage of GDP at 43 to 46 percent. The US...
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Imagine Canada Becoming a Tax Haven for Americans
If the Democrats have their way, rich Americans are going to be paying more in taxes. The idea is gaining support both to fund...
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Effective Strategies for Charitable Giving in the Wake of Tax Reform
Our featured article presents some tax-optimization strategies for charitable giving from Professor Chris Hoyt of the University of...
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Insurance Agents Assured of Trump’s Pass-Through Tax Break
At long last the Treasury Department has issued the final regulations and guidance on provisions of the Tax Cuts and Jobs Act...
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The IRS Statute of Limitations and Its Exceptions
Even the most honest taxpayer shares this nightmare: what if I made a mistake on my return? Perhaps my advisor misinterpreted an...
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Keep Your Clients Safe from Multi-State Taxation
Getting caught unaware by state taxes, particularly states in which you don’t live, is an unpleasant experience. Advisors tend to...
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States with the Most Attractive Tax Regimes
If you’re looking for state with a low tax burden, turn your eyes westward. According to the Tax Foundation, a non-partisan tax...
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The Federal Estate Tax Celebrates Its 100th Anniversary
The U.S. Federal estate tax celebrated its one hundredth anniversary this past month and efforts to repeal it have endured since it...
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