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2018 Tax Planning: How Tax Reform Impacts You

2018 Tax Planning: How Tax Reform Impacts You

For 9 end-of-year tax planning tips, read our free “Guide to End-of-Year Tax Planning.” Read the Guide. The new tax act, which was signed into law by President Trump on December 22, is the most comprehensive reform of the U.S. tax code in more...
Some EOY Tax Items to Consider

Some EOY Tax Items to Consider

The Dow, S&P, and Nasdaq all finished the shortened trading week with strong weekly gains, S&P closed above 2,600 for the first time in anticipation of a strong holiday shopping season. Tech stocks advanced 1.8% this week, leading all other sectors....
Filing Taxes This Late? It’ll Cost You — Double

Filing Taxes This Late? It’ll Cost You — Double

If you’re a serial procrastinator on tax filing, here’s a compelling new reason to consider changing your ways: According to a new survey, people who wait until the deadline end up paying twice as much in taxes and in general feel far less...
How to Get the Best Return on Your Tax Refund

How to Get the Best Return on Your Tax Refund

According to the IRS, the average tax refund this year will come in around $3,000 per person. And going by a recent poll by TD Ameritrade, of those anticipating a refund, 63% plan to save or invest at least part of the money they receive, 51% are planning on...
Why Is Silicon Valley So Clueless About Stock Options?

Why Is Silicon Valley So Clueless About Stock Options?

Here’s a must read for startup employees and employers alike: On Forbes.com, Personal Capital CEO Bill Harris explains the critical knowledge gap about stock options in Silicon Valley. There’s a fissure that runs through Silicon Valley – and I don’t...
6 Ways to Get a Jump on Big Tax Changes Ahead

6 Ways to Get a Jump on Big Tax Changes Ahead

The big theme for tax planning in 2012? Simple – uncertainty. A lot of big changes are in the works that every investor ought to be thinking about now, not later. For starters, several tax exemptions are likely to expire at the end of the year, which means...
Smart Tax Tactic for Estate Planning: Gift a Home Down Payment

Smart Tax Tactic for Estate Planning: Gift a Home Down Payment

With the housing market beginning to stabilize in many areas, now is a tantalizing time for many first-time homebuyers to act. That a 30-year, fixed-rate mortgage can be had for 4 percent is incredibly good. But there’s a catch. Most lenders are looking for...