Mutual Funds: Handle with Care at Year End
As we approach the end of 2018, it is a good idea to review the mutual fund holdings in your taxable accounts and take steps to avoid potential tax traps.
As we approach the end of 2018, it is a good idea to review the mutual fund holdings in your taxable accounts and take steps to avoid potential tax traps.
Many people choose to pass assets to the next generation during life, whether to reduce the size of their taxable estate, help family members, or see their loved ones enjoy
Some of your medical expenses may be tax deductible but only if you itemize deductions and have enough expenses to exceed the applicable floor for deductibility. With proper planning, you
A tried-and-true year-end tax strategy is to make charitable donations. As long as you itemize and your gift qualifies, you can claim a charitable deduction, but did you know that
In today’s tightening job market, to attract and retain the best employees, small businesses need to not only offer competitive pay but also appealing fringe benefits. Benefits that are tax-free
Employers: For Social Security, Medicare, and withheld income tax, file IRS Form 941 for the third quarter of 2018. Deposit any undeposited tax under the accuracy of deposit rules. (If
For investors, fall is a good time to review year-to-date gains and losses. Not only can it help you assess your financial health, but it also can help you determine
Individuals: If you have an automatic six-month extension to file your income tax return for 2017, file IRS Form 1040, 1040A, or 1040EZ and pay any tax, interest, and penalties
If your company makes sales to out-of-state buyers, do you need to collect state sales tax? Until recently, Supreme Court decisions from the 20th century declared that would not necessarily
If you are age 70½ or older, you can make direct contributions (up to $100,000 annually) from your individual retirement account (IRA) to qualified charitable organizations without owing any income