Tax-planning
Latest
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Benefits of Charitable Contributions You May Be Overlooking
There are many tax, estate and income benefits when you donate to charity, especially if you make use of a charitable remainder trust (CRT).
By Joel V. Russo, LUTCF Published
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10 Reasons You Don't Want to Retire in Florida
retirement An overabundance of boomers, critters, sweat and weirdness. Welcome to the dark side of the Sunshine State.
By Bob Niedt Last updated
retirement -
Cost Segregation: Six Real Estate Businesses That Can Benefit
By conducting a cost segregation analysis, property owners and others could find building components that could be depreciated, leading to tax savings.
By Derek A. Miser, Investment Adviser Published
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When Are Estimated Tax Payments Due in 2024?
Tax Deadlines You make estimated tax payments to the IRS if you are self-employed or don’t have taxes withheld from your income for other reasons.
By Kelley R. Taylor Last updated
Tax Deadlines -
Do You Fear an IRS Audit? You Shouldn't if You Do Your Homework
If you document everything, there’s no reason to freak out if the IRS audits you. Audits are mostly about seeking documentation, not making accusations.
By Matthew Chancey, CFP® Published
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Should You Take Your Pension as a Lump Sum?
The answer depends on multiple factors, such as what your alternative investment options would be, whether you want to leave money to a beneficiary and more.
By Joe F. Schmitz Jr., CFP®, ChFC® Published
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Why the Attack on 1031 Exchanges Is Likely to Fail (Again)
President Biden proposed the same cap on capital gains taxes last year, and it went nowhere. This year will probably be the same, but just in case, here’s what you can do.
By Daniel Goodwin Published
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What's Happening With Biden Student Loan Forgiveness?
Student Loans The Biden administration has cancelled billions in student loan debt through various programs and initiatives.
By Kelley R. Taylor Last updated
Student Loans -
What Are the FSA Contribution Limits for 2024?
Medical Savings Flexible spending account (FSA) contribution limits for 2024 are higher than last year.
By Katelyn Washington Last updated
Medical Savings