Category: Tax

Tax Articles

tips for tax day

4 Tips for a Stress-Free Tax Day

Tax day is looming – your 2018 federal tax return is due by April 15, 2019, although there are different deadlines for partnerships, C-corps, and S-corps – so you haven’t got long to sort out your financials. Miss your tax


betterment cash higher return after tax

What Is Betterment Tax Loss Harvesting?

Betterment increases after-tax returns through tax-advantaged account allocation and portfolio selection, automatic rebalancing of deposits and dividends, and offsetting capital gains liabilities using funds that lose value.


united states of america flag

Do You Save More In States With No Income Tax?

The 7 states with no income tax are Florida, Nevada, South Dakota, Texas, Washington, Wyoming, and Alaska.


What Property Tax Deduction Can You Claim for 2019?

To lower your tax bill, claim the property tax deductions available to you, including mortgage interest and mortgage insurance premiums.


calculator

How To Lower Your Tax Bill

The way to lower your tax bill is to lower your taxable income. Lowering your taxable income is not the same as lowering your gross income.


calculator with pen and paper

What Is The Alternative Minimum Tax (AMT)?

Are you susceptible to the Alternative Minimum Tax? Click here to find out and how to calculate the AMT.


us dollars greenbacks

What Is Non-taxable Income?

To lower your tax bill, it is important to know what you can claim as non-taxable income.


piles of us dollars usd

Capital Gains Tax: Short-Term And Long-Term

When you sell stock market investments, such as stocks, mutual funds and bonds, or property, for a profit, capital gains tax must be paid. The tax paid falls into one of two categories…


calculator

How Do I Calculate Adjusted Gross Income (AGI)?

The amount of tax you are charged at the Federal and State level depends on your Adjusted Gross Income (AGI)? But what is Adjusted Gross Income? And how do you calculate your Adjusted Gross Income?


etf stock trading

How To Find The Best Tax Preparer

Tax preparers may have a wide variety of certifications, charge vastly different fee schedules and have very different levels of expertise. So how do you find the best tax preparer nearby who understands the nuances of your tax circumstances and can fully assist you?