Latest
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How to Use Your Estate Plan to Save Tax Now: A Timely Update
Consider an upstream basis trust and a general power of appointment for an older family member to reduce capital gains taxes on highly appreciated assets.
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Six Financial Actions to Take the Year Before Retirement
Having your income, health care and tax plans in place before you exit the day job can make it more likely that you'll have a happy retirement.
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Six Ways to Ensure Your Business Is Ready Come Tax Time
Proper preparation throughout the year will keep you from getting caught off guard when payments are due.
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Seven Steps to Plan for Every Aspect of Retirement
It’s more than just getting paperwork in order, making a plan for Social Security and strategizing on taxes. Your bucket list needs some attention, too.
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Tax Breaks for Parents of Children With Disabilities
Tax Breaks While there are no specific tax credits for parents of children with disabilities, caregivers might benefit from these other tax breaks.
Tax Breaks -
Can You Collect Social Security if You’re Still Working?
Yes … but you probably shouldn’t. If you make more than the Social Security Administration’s earnings limit before full retirement age, you could lose benefits.
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11 Education Tax Credits and Deductions
Tax Credits Education tax credits and deductions are available for college savings, current students, and college graduates.
Tax Credits -
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.
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Tax Changes and Key Amounts for the 2024 Tax Year
Tax Changes There are lots of tax changes for 2024. Some reflect prior-year inflation. Others are new rules. But one thing is certain...all taxpayers are affected.
Tax Changes
