Tag Archive for: deductions

10 Ways To Reduce Investment Taxes

With sound investment strategies that focus on tax optimization, here are a few ways to help yourself at Uncle Sam's expense. CLICK ON THE HEADLINE FOR MORE

Spring Cleaning For Your Finances: CARES Act Provisions For Retirement Savings, Charitable Giving

The CARES Act includes provisions for things like retirement savings and charitable giving, and this Spring could be a good time to review your portfolio. CLICK ON THE HEADLINE FOR MORE

Looking For Deductions On Your Taxes? A Tax Expert Has Some Advice

Looking back in the past year for any chances of deductions? A principal tax research analyst gives some advice on what to expect. CLICK ON THE HEADLINE FOR MORE

Five Year-End Tax-Planning Steps to Consider Before the End of the Year

Here are a few tax-planning and tax-saving strategies to consider before December 31 to potentially help reduce your tax burden (or maybe even get you a larger refund in 2021), CLICK ON THE HEADLINE FOR MORE

Are You Making One Of The Top 3 Investing Mistakes?

There are all-too-common investment mistakes that are easily avoidable. If you've gotten tripped up, like so many other investors have, here's how to fix the problem before it's too late. CLICK ON THE HEADLINE FOR MORE

IRS Reform Bill: 12 Ways the IRS Would Be More Taxpayer-Friendly Under The Taxpayer First Act

Wouldn't it be nice to have a kinder, gentler IRS? Well, guess what…Congress just passed a bill that would reform the IRS and make it a little more taxpayer-friendly. It's called the Taxpayer First Act, and it's now on President Trump's desk. CLICK ON THE HEADLINE FOR MORE