Strategies in Tax Loss Harvesting
Principal Jennifer Thomas, CFP® and Managing Associate K.C. Smith, CFP® discuss a case study about tax loss selling, and how selling some positions in your portfolio can help your tax situation.
Business Owners: Don't be Left Holding the Tax Bag
There are substantial penalties if you fail to file a correct 1099-MISC for independent contractors by the due date. We explain in this week’s Business Tip.
Married to a Non-U.S. Citizen?
The status of your non-U.S. citizen spouse dictates how you are taxed. Learn more in this week’s Tax Tip.
Surprised by the Alternative Minimum Tax?
It is complicated to determine when you may be subject to the alternative minimum tax. Learn some common triggers in this week’s Tax Tip.
Nine Finance Tips All Business Owners Should Follow
As a business owner, you’re an expert in your industry. Learn 9 tips to help you manage behind the scenes in this week’s Business Tip.
IRS Announces New Waiver Procedure for Taxpayers Who Inadvertently Miss the 60-day Rollover Deadline
Planning an indirect rollover and missed the 60-day deadline? The IRS allows 11 exceptions that may help you. We explain in this week’s Tax Tip.
Ten Year-End Tax Tips for 2016
It may not even be Halloween yet, but it’s time to think about your year-end tax moves. Read all about it in this week’s Tax Tip.
Back to School? Tax Breaks May Help to Pay the Cost!
If you’re headed back to college this fall, be sure to learn about the tax breaks that can help defray the cost. Learn more in this week’s Tax Tip.
Substantiating Your Charitable Gifts
Not all charitable gifts are the same—different types require different documentation for a tax deduction. Learn more in this week’s Tax Tip.
Gift Idea: Grandchild IRA
If your grandchild worked over the summer, consider funding an IRA for them. Read all about it in this week’s Financial Tip.