Taxes

The Pay-Less-Tax Man

Tax Planning and Management Under the New Law

Nearly two years after the 2017 Tax Cuts and Jobs Act was signed into law, taxpayers are still getting used to the effects it has had. Here’s help.

Tax Planning

There Are Still Tax Penalties for Getting Married

The 2017 federal tax law was supposed to defeat the marriage penalty, but that penalty is still around. Here’s what to watch out for when you marry.

The Pay-Less-Tax Man

Think About Tax Savings Before 2019 Ends

Don’t wait until April 15 approaches to figure out how to save money on your 2019 taxes.

The Pay-Less-Tax Man

Key Dates for Tax Compliance and Planning

Navigating successfully through the federal tax-compliance and planning process requires attention to these deadlines and time periods.

The Pay-Less-Tax Man

What You Need to Know About Capital Gains Taxes

Understanding the best ways to minimize capital gains tax can get complicated. Here’s help.

The Pay-Less-Tax Man

Understanding the Complicated Tax Rules Regarding Children

Tax rules regarding children often defy logic, but there are ways to lower the tax bite.

Tax Planning

Shocked by Your Latest Tax Bill? Here’s What to Do Now

Recent changes in the tax law shocked many taxpayers. How to lessen the shock—and tax bite—next time.

The Pay-Less-Tax Man

Simplifying Your Tax Prep Process

Here are some ways to simplify the process of preparing tax returns in the future and perhaps reduce clutter.

Taxes

Taxpayer Victories—and Even Defeats—Can Save You Money

Valuable money-saving lessons from taxpayers who challenged the IRS.

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.

Taxes

Get a Bigger Tax Deduction for Donated Clothing

The clothing you no longer wear could be worth hundreds of dollars (or more) in tax deductions—much more than it would bring at a garage sale.

Tax Preparation

IRS Efforts to Thwart Scammers Can Delay Refunds

A new IRS procedure to verify identities and thwart scammers can delay your refund and give scammers a new opening to scam you. Here’s how to win.

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.

Tax Planning

Don’t Let the New Kiddie Tax Hurt You

Before you put investments in a child’s name, run these numbers

Tax Planning

Some Home Owners Could Legally Defer Their Property Taxes—Are You One?

Two dozen states let some seniors delay paying their property tax until they sell their homes or die—a potentially huge savings.