tax

Finding the Right Tax-Advantaged Account to Fund Your Health Care Expenses

July 29, 2016

With health care costs continuing to climb, tax-friendly ways to pay for these expenses are more attractive than ever. Health Savings Accounts (HSAs), Flexible Spending Accounts (FSAs) and Health R..

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Awards of RSUs Can Provide Tax Deferral Opportunity

July 29, 2016

Executives and other key employees are often compensated with more than just salary, fringe benefits and bonuses: They may also be awarded stock-based compensation, such as restricted stock or stoc..

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Estate Planning: Consider a Private Annuity

July 29, 2016

Affluent individuals looking for a way to reduce gift and estate tax exposure should take a look at private annuities. These estate planning tools can serve two purposes: You can get a steady incom..

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Taking Advantage of the PATH Act

July 29, 2016

Are you making the most of the new rules for companies that purchase fixed assets and equipment? The tax treatment of purchases such as computers, software, office furniture, telecommunications equ..

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3 Mutual Fund Tax Hazards to Watch Out For

July 29, 2016

Investing in mutual funds is an easy way to diversify a portfolio, which is one reason why they're commonly found in retirement plans such as IRAs and 401(k)s. But if you hold such funds in tax..

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There’s Still Time for Homeowners to Save with Green Tax Credits

June 22, 2016

The income tax credit for certain energy-efficient home improvements and equipment purchases was extended through 2016 by the Protecting Americans from Tax Hikes Act of 2015 (the PATH Act). So, you..

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