Latest Articles
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What is the long-term capital gains tax?
Certain windfalls are considered capital gains. Here’s how to determine what you’ll owe.
5 min read Sep 18, 2020
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Reduce your taxes with these last-minute moves before the end of the year
Take heed, taxpayers. Time is running out on these moves.
5 min read Dec 28, 2019
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Tax ramifications of owning an investment property
Before you buy your first rental property, here are the major tax ramifications to know about.
3 min read Oct 04, 2019
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What will happen to stocks if the government shuts down?
Congress and the Trump administration might force a government shutdown. Be prepared!
3 min read Jan 18, 2018
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Capital gains tax: Your income helps determine what you pay
Your income determines whether you’re taxed on the profits you make from investing.
3 min read Mar 21, 2017
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How to avoid running afoul of the wash-sale rule when you buy and sell stocks or funds
If you sold stock to take a capital loss for tax purposes, don’t buy it back too soon.
4 min read Feb 13, 2017
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Estate and gift tax exemption amounts for 2016-2017
If you give away lots of money during your life or after, taxes may be triggered.
2 min read Jan 10, 2017
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Get a break now from the IRS for saving for retirement
For lower-income filers, money put away for retirement could cut today’s tax bill.
4 min read Mar 31, 2016
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Some taxpayers face a deadline to make IRA withdrawal
No fooling: The IRS says some older taxpayers must withdraw a bit of IRA money by April 1.
5 min read Mar 23, 2016
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Beneficiary’s tax responsibility for Series EE Savings Bonds
Beneficiaries will owe tax when the bond is redeemed, but students may get a break.
2 min read Mar 08, 2016