Tax Planning
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10 Tax Forms Retirees Receive—And What They Mean
Knowing what you’re getting and why is important so you can ensure that you or your tax preparer have what’s needed to file your taxes.
Five Tax Breaks Often Overlooked By Small Business Owners
Did you know you could get a break on your company’s taxes by hiring your kids? Here are other tactics to help you lower your business’ taxes.
3 Ways to Reduce Taxes on Investment Earnings
Here are three moves that could help you lower your tax bill—and keep more of your hard-earned money—now and in the future.
Tax Diversification: How it Can Boost Retirement Income
Just as you allocate your invested assets, you can also diversify with taxable, tax-free and tax-deferred accounts.
Selling Your Business? Personal Goodwill Can Reduce Your Tax Burden
Careful planning around a bundle of rights known as goodwill can result in substantial tax savings when selling a corporation or company.
3 Tax-Smart Tactics for Clients With $1 Million or More in Tax-Deferred Investments
Here are some tax planning strategies on how you can keep more of that $1 million for yourself and away from Uncle Sam.
Should You Elect to Forgo Preferential Tax Treatment on Capital Gains and Dividends?
Depending on your situation, you might elect to forgo preferential tax treatment on certain long-term capital gains and qualified dividends in favor of deducting investment interest expenses.
Gift Tax Exclusion Increases for 2024: How to Get the Most Benefit
The annual gift tax exclusion allows you to gift up to a specified amount to each recipient each year without any gift tax liability.