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The Pay-Less-Tax Man

This is the one tax man you do want to hear from! Shrewd—legal—secrets for paying less taxes to Uncle Sam…and keeping more for yourself and your loved ones.

The Pay-Less-Tax Man

Changing Your State of Residency for Tax Purposes Can Be Tricky

In many states, an individual can qualify as a resident for tax purposes under two sets of circumstances. It’s vital to follow the rules closely.

The Pay-Less-Tax Man

Choose Wise Asset “Location,” Not Just Asset Allocation

Here are some ways to save taxes by shifting around some of your investments among taxable and tax-advantaged accounts.

The Pay-Less-Tax Man

Dealing With Tax Return Filing Extensions, Delinquent Returns and Amended Returns

Here are issues to be aware of when filing a tax return past the due date or amending a return.

The Pay-Less-Tax Man

Avoid These Red Flags That Can Cause Audits

There are various ways to deal with red flags to avoid an IRA audit. Here are 15 key ways.

The Pay-Less-Tax Man

How to Keep Your Tax-Prep Fees Low—From a Tax Preparer

What you do during tax season and all year—and even what kinds of investments you choose—can optimize your time and reduce your tax-prep costs.

The Pay-Less-Tax Man

Here Are the 2019 Contribution Limits and Other Tax Numbers You Need to Know This Year

Here are the 2019 numbers for retirement account contributions, Social Security tax, gift tax, mileage deductions, capital gains tax and other key IRS rules.

The Pay-Less-Tax Man

Here Are the Tax and Other Financial Records You Should Keep Forever—and Those You Should Toss

Here’s how long you need to keep different kinds of financial records ranging from tax documents to investment records, insurance policies and others.

The Pay-Less-Tax Man

End-of-Year Moves to Cut Your 2018 Taxes

To minimize your 2018 tax liability, check out these end-of-year tax-saving moves right now, before 2018 ends.

The Pay-Less-Tax Man

If You Invest in Real Estate, Check this Checklist To Save on Taxes

There are many potential tax benefits to owning real estate as an investment—but to get them, you need run through this important tax-saving checklist.

The Pay-Less-Tax Man

If You Owe Back Taxes, Here’s What to Do

Uncle Sam is mighty, but you have more control over your fate than you might think—if you know what steps to take.

The Pay-Less-Tax Man

How to Give to Charity from Your IRA (And Avoid Taxes)

You might be able to make non-taxable gifts to charity directly from your IRA—and get additional tax benefits at the same time. Here’s how.

The Pay-Less-Tax Man

Tax Breaks for Gains and Losses on Small Business Corporations

There are many potential tax breaks for gains and losses on small business corporation stock, but also many rules that must be followed.

The Pay-Less-Tax Man

How Trusts are Taxed

Trust taxation rules are complicated, but this rundown of the most popular trust types and their tax status will give you a good basic understanding.

The Pay-Less-Tax Man

Estate Income Tax Planning for People with No Taxable Estates

Even if your estate won’t be big enough to owe estate tax, to save money, there are tax rules—and tax-planning moves—you should know about.

The Pay-Less-Tax Man

Post-Tax-Season Planning Tips for 2018

Now that tax season is done, here’s how to switch into tax-planning mode and make your 2018 taxes as low as possible.

The Pay-Less-Tax Man

10 Tax-Smart Ways to Give Charitable Donations

Here are 10 ways to make charitable donations that will get you the largest tax deductions possible.

The Pay-Less-Tax Man

A Dozen Tax Breaks for Education Expenses

There are many tax breaks that can save parents and students money on the cost of college, primary and secondary education. Here are 12 of them.

The Pay-Less-Tax Man

New Tax-Planning Opportunities for 2018—Start Making these Moves Now

Even if you haven’t finished preparing your 2017 tax return, now is the time to consider these powerful tax-planning moves to reduce your taxes for 2018.

The Pay-Less-Tax Man

Choose Your Self-Employed Retirement Plan—Starting Right Here

If you’re self-employed, you need to set up a retirement account yourself to cut taxes and insure your future. Here are different plans to choose from.

The Pay-Less-Tax Man

It’s Last Call for these Tax Deductions

With big tax changes coming for 2018, here’s what taxpayers should do before the end of 2017 to save on taxes.