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Here's how to bring in the cash without paying a nickel to the government. Plus, 11 big mistakes to avoid and qualified charitable distributions that yield big benefits.
July 14
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Help clients choose investment wrappers that increase returns. Plus, comparing the advantages of rental homes against home ownership.
July 7
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Consider high-yield muni bond funds to combat a client's fears after the UK's leave vote. Plus, a benefit couples should consider before getting divorced.
June 30
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Make one-time contributions to 529 plans without the IRS getting its cut. Plus, how effective planning enhances portfolio returns without the risk.
June 23
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MLPs deliver returns and may help lower payments to the IRS. Plus, the costs of age-related milestones and ETFs.
June 16 -
These strategies can help U.S. citizens living abroad cut their payment to the IRS. Plus, estate and gift issues for married couples from different sides of international borders and the downsides to whole life insurance.
June 9
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How a bundle of joy can reduce your client's IRS payment. Plus, the benefits of charitable remainder trusts and 20 common investing mistakes.
June 2
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Why buying into a closed-end vehicle right before a capital gain distribution is a bad idea. Plus, 11 smart strategies and using the 1031 deferment on multiple properties.
May 26 -
Why Roth IRAs make great presents for loved ones on their way out of college. Plus, reporting RMDs to charities in client filings.
May 19 -
Learn nuances of different funds to reduce taxes. Plus, getting the most out of a Coverdell Education Savings Account.
May 12
