Tax law changes taking effect for 2026 may increase alternative minimum tax (AMT) exposure for some higher-income taxpayers. If you may be affected, it’s important to consider the AMT before
Executives and key employees often receive stock-based compensation in addition to salaries and bonuses. If restricted stock is part of your compensation, year-end is an important time to review the
Remote work can broaden your job options and make day-to-day life more flexible. However, working from a different state than your employer, or spending part of the year working from
Tax-Smart Planning for Investment Real Estate Owners Real estate can play an important role in a broader investment strategy. For many individuals, rental property ownership may help diversify their portfolio,
Teachers and other educators often spend their own money on books, supplies, technology, and other classroom materials. For 2026, eligible educators may have two ways to deduct qualifying unreimbursed expenses.
Contributing as much as possible to tax-deferred retirement accounts such as traditional 401(k)s and IRAs is a common recommendation. Contributions generally are pretax or deductible, and the power of tax-deferred
Disability insurance can be a valuable employee benefit because it may replace a portion of your income if you become disabled under the terms of your policy. Many policies replace
Many parents have spent years saving up for their child’s higher education, despite its expensive costs. Others, however, don’t have the financial ability to save or have hit unexpected roadblocks
Compared to buying individual stocks and bonds, mutual funds offer an easy way to invest in a diversified portfolio. However, mutual fund tax rules aren’t so easy. How Are Mutual
Whether you’ve already made charitable contributions this year or are considering making them before year end, it’s important to understand the tax rules and benefits for the different types of
