As 2025 draws to a close, investors face important decisions that could impact their tax situations and long-term financial plans.
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Would you enjoy your retirement more in the U.S. or abroad? That’s not an easy question to answer, and the right answer is different for everyone.
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The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes. It's another quiet change that could
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Washington state's recent adoption of an excise tax on capital gains has sparked much discussion and controversy. This tax is expected to generate millions of
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ISOs offer a tax-advantaged way for employees to participate in the success of the company. They provide the opportunity for employees to purchase stock at a
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Following a solid tax planning strategy throughout the year is an integral part of any financial plan, but there are special considerations to make as the year
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If you have any doubts about meeting the tax deadline, you may want to consider filing for an extension.
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Considering donating to a cause? There's a few things you should check first.
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Tax scams are likely to increase over the next few months. Here’s how to spot one.
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April 18th is fast approaching. Here's how to stay organized so you can get your taxes filed.
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If you’re trying to decide where to spend (or save) it, here are some ideas for how to make the most of your tax return.
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Living on a fixed income can be difficult. Do you know how taxes will affect your financial health in retirement?
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