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Clients may consider rebalancing their portfolio more often to address asset allocation shifts as a result of the downturn.
April 21 -
For starters, they can use the windfall to pay off debt, shore up their HSAs and build a cash reserve.
April 14 -
Cash-strapped taxpayers may consider waiting until the new deadline to pay or to request a payment plan to buy more time to settle their tax bill.
April 7 -
The IRS estimates it sent about 113.4 million refund checks to taxpayers, down from 116 million sent a year earlier.
October 22 -
Well over half say they would back Sen. Elizabeth Warren’s plan to tax those with more than $50 million in assets, a survey finds.
June 18 -
They are not required to pay taxes on income accrued from properties leased for no more than 14 days.
May 20 -
Clients who owe the IRS should pay their taxes by April 15 even if they have already secured an extension.
April 9 -
The regulator is looking into whether brokers made appropriate share class recommendations for the plans as a result of the new law.
March 19 -
Changing filing statuses and maxing out deductible contributions to IRAs and HSAs are some ways clients received bigger reimbursements.
March 12 -
Changes to the law meant some taxpayers needed to adjust their withholding. Many were confused about how to do so.
February 11