Tax Deductions
News updates about tax deductions advisors should consider for their clients.
Schwab, Fidelity Having Banner Year for Charitable Giving
By Bernice NapachThe donor-advised funds of Schwab and Fidelity report big increases in deployments through the third quarter.
July 27, 2016
When shifting assets, consider the power of 28Can you guess this author and finance educator's second favorite tax bracket?
April 18, 2016
Traditional vs. Roth IRA, Pt. 3: The ConclusionI used to believe the Roth was best, especially for younger investors. After a thorough examination, I have a very different opinion.
April 08, 2016
5 charts that show what Americans really pay in taxesIt's more -- and less -- than you think.
April 08, 2016
5 charts that show what Americans really pay in taxesIt's more -- and less -- than you think.
March 29, 2016
To Minimize Clients’ Tax Exposure, Focus on These 10 Key AreasTax planning shouldnt take place only during tax season. Here are 10 areas to focus on to help minimize clients tax exposure all year.
March 24, 2016
15 most overlooked tax deductionsKiplinger has rounded up several strategies you may have missed that could lessen your clients final tax bills.
March 24, 2016
15 most overlooked tax deductionsKiplinger has rounded up several strategies you may have missed that could lessen your clients final tax bills.