Tax Planning

8 IRS Audit Flags
Tax Planning

8 IRS Audit Flags

Abby Eisenkraft, EA | August 3, 2017

Anyone can get audited by the IRS. An audit can be random…it can be related to a transaction you made…

Surprising Taxes on IRAs
Tax Planning

Surprising Taxes on IRAs

Ed Slott, CPA | May 8, 2017

One of the most appealing features of a traditional individual retirement account (IRA) is that you don’t pay income tax…

5 Tax Mistakes That Trap Widows and Widowers
Tax Planning

5 Tax Mistakes That Trap Widows and Widowers

Amy Wang, CPA | October 7, 2015

Taxes are not the first thing on someone’s mind after the death of a spouse, but they are something that…

How to Save Big on Taxes in Retirement
Tax Planning

How to Save Big on Taxes in Retirement

Jonathan ­Clements | October 9, 2014

Here's another reason to love retirement—the ability to save big money by managing your annual tax bill. Once retired, you…

Tax Rules Have Changed (Again)
Tax Planning

Tax Rules Have Changed (Again)

Gregg R. Wind, CPA | August 21, 2013

Answers to this year’s trickiest questions The April 15 tax-filing deadline is fast approaching, but many Americans still are struggling…

Answers About the Latest Tax Rule Changes
Tax Planning

Answers About the Latest Tax Rule Changes

Gregg R. Wind, CPA | March 29, 2013

Answers to this year’s trickiest questions The April 15 tax-filing deadline is fast approaching, but many Americans still are struggling…

Six Reasons to See Your Accountant After Tax Season
Tax Planning

Six Reasons to See Your Accountant After Tax Season

Thomas P. Ochsenschlager, Esq., CPA | August 24, 2012

If you filed your 2008 tax return by April 15, you might think that you won’t see your tax pro…

Penalty-Free Ways to Minimize Estimated Tax Payments
Tax Planning

Penalty-Free Ways to Minimize Estimated Tax Payments

Martin S. Kaplan, CPA | August 8, 2012

One of your first tax moves of 2008 should be to adjust the amount of income tax that you pay…

Save Thousands in Taxes
Tax Planning

Save Thousands in Taxes

Julie Welch, CPA, CFP, and Meara Welch Browne, PC | August 6, 2012

Best strategies for the rest of the year... and beyond Now is a great time to take steps to minimize…

Simmering Tax Issues That Could Make Your Financial Plan Boil Over
Tax Planning

Simmering Tax Issues That Could Make Your Financial Plan Boil Over

Mark A. Weinberger, Esq | August 2, 2012

The biggest tax and fiscal policy changes in a generation -- or longer -- will begin to arrive in the…