Use Capital Losses to Offset Capital Gains
When is a loss actually a gain? When that loss becomes…
An Intrafamily Loan is Worth Careful Consideration
Lending money — rather than giving it — to loved ones…
Year-End Tax Strategies for Accrual-Basis Businesses
The last month or so of the year offers accrual-basis…
Getting Caught up with the Latest Catch-Up Contributions
One could say that there are only two key milestones in…
Is Now the Time for Some Life Insurance?
Many people reach a point in life when buying some life…
Taxable vs. Tax-Advantaged: Where to Hold Investments
When investing for retirement or other long-term goals, people…
Fourth Quarter Tax Deadlines
October 15 — Personal federal income tax returns that…
Catching Up With the Home Mortgage Interest Deduction
A home is the most valuable asset many people own. So,…
DOL Has Increased Scrutiny of Defined Benefit Plans
Sponsors of defined benefit plans — commonly known as…
Avoid Penalties by Abiding by the NQDC Tax Rules
Nonqualified deferred compensation (NQDC) plans pay executives…
Are You a Member of the Sandwich Generation?
If you’re currently taking care of your children and…
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