Recordkeeping for Your Own Business
Keeping good business records will not only help you stay in business but may also help you increase profits. Learn more in this Business Tip.
Planning Your RMD and IRA Distributions For 2012
If save to pre-tax retirement accounts, don’t forget to plan the withdrawals so that they are tax-advantaged as well. Read more in this week’s Tax Tip.
Considering a Roth Conversion
Jennifer Thomas, CFP®, and Ben Crowe, CFP®, CFA, C.P.A., discuss why investors may consider a Roth conversion this year.
Haven’t Filed an Income Tax Return?
If you have been procrastinating about filing your 2011 tax return, or have prior year returns that have not been filed, you should consider the consequences. Learn more in this Tax Strategist.
The Investment Tax Landscape: Countdown to 2013
With the potential tax law changes coming, think of this as a chance to fine-tune your planning efforts. Learn more in this Financial Tip.
With An Expected Increase in Tax, What to Do Now?
With an expected increase in taxes, you may consider accelerating income into 2012 or gifting to your heirs while your lifetime estate tax exclusion is $5 million.
Naming Your IRA Beneficiary—More Complicated Than You Might Expect
Non-spousal beneficiaries of traditional IRAs generally must take distributions based upon a complicated set of rules. Learn more in this Tax Tip.
Renting Your Vacation Home
If you’ve earned income from renting your residence or vacation home, be aware of the complicated tax rules that apply. Learn more in this week’s Tax Tip.
"Boot" and Relief of Owner's Liabilities
Sometimes “boot” is not your western kicks. “Boot” can be property a corporation gives you in addition to its own stock. Learn more in this week’s Business Tip.
Keep Track of Your Basis
You need to keep good records to track your tax basis in your investments. Basis ultimately affects the taxes you pay. Read all about it in this week’s Tax Tip.