Tax Planning
Let's Talk Tax-Loss Harvesting, Muni Closed-End Funds and MLPs, Shall We?
It's time to figure out what should stay and what should go from your portfolio as we wrap up 2022 and look ahead to 2023.
You Need to Be in the Game... to Win the Game
None of the stocks on my 'Sweet Seventeen' list of best ideas are even remotely close to what I calculate as fair values over the coming 12-24 months.
My 2021 Portfolio of 'Losers' Was a Big Winner, Finishing Up 55%
Stay tuned for my 2022 Tax Loss Selling Recovery Portfolio, which I'll roll out in early December.
A Taxing Idea Is Not Good for the Stock Market
There is no warning to exit the stock market, but be aware the landscape will change.
SECURE Act Quietly Shakes Up Rules Impacting Retirement Assets
The new act that was signed into law just a few weeks back may have its greatest effect on inherited IRA assets.
Tax Tip: Small Businesses Get Big Benefits From the New Tax Laws
There are a bunch of benefits in the new tax rules for small businesses. So give us 60 seconds and learn how you can increase your bottom line!
Who Knew an IRS Tech Glitch Could Get You More Time To Prep Your Tax Return
Your tax return is due at midnight on Wednesday, April 18th now thanks to an IRS tech glitch. So either prep it or extend -- but pay your bill. Watch now!
Tax Tip: Get Money Back on Those Pesky Kids
Darn kids can be a pain in the you-know-what. But don't they still look so cute in those feety pajamas? PLUS -- they can get you some money back come tax time! Watch how now!
Tax Tip: Uncle Sam Will Be Looking for Your Cryptocurrency Trades
Calling all traders! Check your Form 1099-B your broker and make sure its error-free before you prep your tax return. And while your cryptocurrency trades may not be on it, they still need to make their way onto it. Watch!
Tax Tip: Can I Deduct My Pet?
We get that your pets are family members and that you spend a TON of money on them, so can you deduct their expenses and claim them as dependents on your tax return? Watch our video to find out!