Taxes
Preparing for Tax Day: What Do You Really Need?
March 20, 2013
Avoiding doing your taxes? A little organization can make it a whole lot easier.
March 20, 2013
Avoiding doing your taxes? A little organization can make it a whole lot easier.
Does My Income Qualify for an IRA?
July 18, 2012
While all income is money in your pocket, the IRS distinguishes the types of income you can contribute to an IRA and more.
July 18, 2012
While all income is money in your pocket, the IRS distinguishes the types of income you can contribute to an IRA and more.
Are You Managing Your Withholding Wisely?
March 7, 2012
If you get a big tax refund this year, use it wisely. Then make sure you're not having too much withheld from your paycheck.
March 7, 2012
If you get a big tax refund this year, use it wisely. Then make sure you're not having too much withheld from your paycheck.
Can You Avoid Paying Income Taxes on a Charitable Gift from Your IRA?
December 7, 2011
While it's currently possible to make a charitable gift from your IRA without paying income taxes on it, you have to act quickly—and you have to be at least 70 ½.
December 7, 2011
While it's currently possible to make a charitable gift from your IRA without paying income taxes on it, you have to act quickly—and you have to be at least 70 ½.
Will Uncle Sam Take a Bite Out of Your Gift?
November 23, 2011
You don't pay income taxes when you receive a gift or inheritance, but that doesn't mean Uncle Sam is totally out of the picture.
November 23, 2011
You don't pay income taxes when you receive a gift or inheritance, but that doesn't mean Uncle Sam is totally out of the picture.
I Didn't File Last Year's Taxes. Now What?
April 6, 2011
With penalties and interest, not filing your tax return is a costly choice. But believe it or not, the IRS can help you turn things around.
April 6, 2011
With penalties and interest, not filing your tax return is a costly choice. But believe it or not, the IRS can help you turn things around.
The Earned Income Tax Credit: Is It Worth the Effort?
March 23, 2011
The Earned Income Tax Credit can be complicated. But if you're eligible, it can mean significant money in your pocket.
March 23, 2011
The Earned Income Tax Credit can be complicated. But if you're eligible, it can mean significant money in your pocket.
What's Your Tax IQ?
March 16, 2011
Understanding certain tax basics can go a long way in helping you use tax software or talk to a tax professional with confidence.
March 16, 2011
Understanding certain tax basics can go a long way in helping you use tax software or talk to a tax professional with confidence.
Who Qualifies for the Zero Percent Capital Gains Tax Rate?
March 9, 2011
Realizing capital gains now may seem like a good idea—but keeping as much gain as you can in your pocket is an even better one.
March 9, 2011
Realizing capital gains now may seem like a good idea—but keeping as much gain as you can in your pocket is an even better one.
Turn Your Temporary Tax Break into Permanent Savings
February 16, 2011
With a little planning, you can turn your 2011 tax break into a real boost for your bottom line.
February 16, 2011
With a little planning, you can turn your 2011 tax break into a real boost for your bottom line.
How Do You Value a Gift of Stock? It Depends on Whether You're the Giver or the Receiver.
September 29, 2010
Giving a gift of stock is easy. But giving it a value for tax purposes can be a bit more complicated.
September 29, 2010
Giving a gift of stock is easy. But giving it a value for tax purposes can be a bit more complicated.
Is a Personal Gift from an IRA Tax Deductible?
April 28, 2010
It would be great if the IRS rewarded us for being generous. Unfortunately, even if you give your IRA distribution away, it's still taxed as income.
April 28, 2010
It would be great if the IRS rewarded us for being generous. Unfortunately, even if you give your IRA distribution away, it's still taxed as income.
Paying for College: Is a Scholarship Considered Taxable Income?
March 31, 2010
Can a scholarship for college or grad school be considered taxable income? The answer—perhaps surprisingly—is 'yes.'
March 31, 2010
Can a scholarship for college or grad school be considered taxable income? The answer—perhaps surprisingly—is 'yes.'
Financial Gifts: Is It Better to Give Cash or Stock?
December 23, 2009
The decision to give cash or stock depends on what's best for the recipient—and for you.
December 23, 2009
The decision to give cash or stock depends on what's best for the recipient—and for you.
Making Sense of the Gift Tax
August 26, 2009
Gift tax exclusions can be confusing on many levels. Get the facts—then talk to your advisor.
August 26, 2009
Gift tax exclusions can be confusing on many levels. Get the facts—then talk to your advisor.
Tax-Free Giving: It Can Be Good for Both Giver and Receiver
June 3, 2009
Want to give a family member a financial boost but worried about taxes? Relax. Monetary gift giving can be tax-free for both giver and receiver.
June 3, 2009
Want to give a family member a financial boost but worried about taxes? Relax. Monetary gift giving can be tax-free for both giver and receiver.
The information on this website is for educational purposes only. It is not intended to be a substitute for specific individualized tax, legal or investment planning advice. Where specific advice is necessary or appropriate, consult with a qualified tax advisor, CPA, financial planner or investment manager.
