The IRS opened the 2018 income tax return filing season on January 28. Even if you...
Jim Streets
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Act Fast! Save 2018 Taxes on Your Investments
Do you have investments outside of tax-advantaged retirement plans? If so, you might...
The (Double) Tax Benefits of Donating Appreciated Stock
A tried-and-true year end tax strategy is to make charitable donations. As long as you...
Consider Giving Appreciated Stock to Reduce Capital Gains Tax
We’re entering the giving season, and if making financial gifts to your loved ones is...
It Is Possible to Undo a Roth IRA Conversion: Here’s How
Converting a traditional IRA to a Roth IRA can provide tax-free growth and the ability...
Three Tax Planning Strategies to Follow This Summer
In the quest to reduce your tax bill, year end planning can only go so far. Tax-saving...
Contribute to Your IRA for 2016 Until April 18
Yes, there’s still time to make 2016 contributions to your IRA. The deadline for such...
Helpful Tips for the Tax Treatment of Incentive Stock Options
Incentive stock options allow you to buy company stock in the future at a fixed price...
Sales Vs. Income Tax Deductions
The break allowing taxpayers to take an itemized deduction for state and local sales...
Year-End Tax Strategies for Accrual-Basis Taxpayers
The last month or so of the year offers accrual-basis taxpayers an opportunity to make...