Two Major Tax Law Changes for Individuals in 2019
Changes to the medical expense deduction and the tax treatment of alimony go into effect in 2019. Find out the details.
Tax Changes for Small-Business Owners
With the new year comes the need for small-business owners to begin thinking about filing their 2018 income tax returns. The TCJA could significantly alter your tax liability compared to previous years. So refresh yourself on its major provisions.
Saving for Retirement in 2019
How much you can contribute to your retirement plans each year depends in part on the annual limits. Sometimes these go up from one year to the next, and sometimes they don’t. Learn what’s changed and what hasn’t for 2019.
Save on your Investments before Year-End
While time, not timing, is generally the key to long-term investment success, taking timely action before year end can help save taxes on your investments. Here’s how.
Year-End Tax and Financial To-Do List
2019 will be here soon. Have you taken care of everything you need to do by Dec. 31 to minimize your 2018 taxes, make the most of tax-advantaged savings opportunities and avoid unnecessary penalties?
2019 Quarter One Tax Calendar
A lot has changed for businesses when it comes to filing their 2018 income tax returns. But one thing that hasn’t changed is the multitude of tax-related deadlines businesses face in the first quarter of the year.
Does Prepaying Property Tax Makes Sense Anymore?
You may be getting ready to prepay your property taxes like you’ve done every year to boost your itemized deductions. But this year, review your situation first to be sure this strategy will provide a tax benefit. The TCJA made two changes that affect it.
Advantages of ‘Catching Up’ on your IRA Contributions
The income reduction from making catch-up contributions to your retirement plan might be especially beneficial in 2018 if you had significant itemized deductions in the past that now will be reduced or eliminated by the TCJA. Here’s what you need to know.
Mutual Fund Holdings Review
Investment decisions shouldn’t be driven by tax considerations alone, but taxes are still an important factor to consider, especially when it comes to mutual funds in taxable accounts. Consider these year-end tips.