Mutual Fund Tax Planning
Are mutual funds part of your portfolio? As you review your investments, think about how your funds can affect your federal income taxes. Here are two things to consider: Dividend […]
Are mutual funds part of your portfolio? As you review your investments, think about how your funds can affect your federal income taxes. Here are two things to consider: Dividend […]
Do you keep up with fluctuations in interest rates? The IRS does too, and changes in those rates could affect your tax return. For instance, applicable federal rates, or AFRs, […]
It’s fun to imagine what your child’s future holds. If college is part of your dream, you may also be thinking about how to pay for tuition. One way is […]
For the last several years, taxpayers have been allowed to take an itemized deduction for state and local sales taxes in lieu of state and local income taxes. The American […]
It’s that time of year that businesses and individuals start to clean and want to toss old unnecessary documents. There are a few items to consider as you start your […]