Tax Planning

The Pay-Less-Tax Man

How to Go About Making Tax Elections

It’s not always evident which tax “elections” you should make, but the choices can be vital.

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.

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.

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.

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.

Tax Planning

Tax Deduction Changes and Overlooked Deductions for 2018

The new tax law contains a lot of changes to deductions. Here’s what you need to know.