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Here are some obvious and not-so-obvious year-end tax tips to consider as we prepare ourselves and our clients for the new year.
December 11 -
The agency announced changes to more than 60 tax provisions.
October 26 -
The final regulation includes guidance on the requirements needed for properties to qualify for the deduction.
September 22 -
While the Trump administration has called for a delay to the April 15 deadline, they have yet to issue formal guidance on when paperwork is due.
March 17 -
Any gains on the sale of a property they've held for over a year may be taxed as much as 20%.
March 10 -
Retirement savers stand to gain more by investing their money instead of taking an interest-free reimbursement.
January 28 -
Adjusting a federal income tax return depends on personal tax circumstances, “such as the materiality of the error,” an expert says.
December 17 -
One option is to sell funds with lower or no estimated distributions, especially if possible savings will exceed trading costs.
December 3 -
Clients with children are advised to start saving early in a 529 plan to take advantage of the “tax-free or tax-deferred growth.”
November 12 -
With the net unrealized appreciation, workers can roll some employer stock into a taxable brokerage plan.
September 3