Taxes

Social Security may be one of your largest assets. What and when you collect will make a huge difference to your lifetime benefits. Today’s column addresses deeming under the Bipartisan Budget Act of 2015, marriage requirements for divorced spousal benefits, when survivor’s benefits might be claimed, filing after stopping work and the availability of spousal
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The estate tax is dead! Long live the estate tax! Like a Phoenix flaming on the political wind, only to extinguish, then burst anew, this now-you-see-me, now-you-don’t tax is overlooked only at the peril of lasting prosperity. For exposed families, the estate tax can be a devastating blow to generational wealth, from which fortunes never
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As tax season approaches, everyone begins to focus on how to maximize their returns. Thus, investors are looking for more tax-efficient ways to invest. While managers can harvest losses as part of a tax-management process, measuring the actual value to your portfolio is not always apparent. Possibly one of the best ways to quantify the
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Social Security may be one of your largest assets. What and when you collect will make a huge difference to your lifetime benefits. Today’s column examines the determination of spousal benefit amounts, taking reduced retirement benefits before later filing for spousal benefits, widow(er)’s benefits before retirement benefits, the availability of spousal benefits and how they
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Texas property tax revenues are rising faster than in California, after accounting for population growth. Eric Allie for the Texas Public Policy Foundation The Texas Legislature is grappling with its biennial budget negotiations, with Wednesday expected to be a long night in the state’s House of Representatives. That’s where 307 spending amendments will be debated.
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Time running out concept for Social Security trust fund with alarm clock approaching midnight Getty President Trump and Congress made their mark on the United States in 2017 with the most significant tax reform in 30 years. With four significant pieces of retirement reform legislation before Congress, retirement reform could be the dark horse of
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Erb kiddosKPE It’s my annual Taxes from A to Z series! This time, it’s Tax Cuts and Jobs Act (TCJA) style. If you’re wondering whether you can claim home office expenses or whether to deduct a capital loss under the new law, you won’t want to miss a single letter. K is for Kiddie Tax.
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Getty It’s my annual Taxes from A to Z series! This time, it’s Tax Cuts and Jobs Act (TCJA) style. If you’re wondering whether you can claim home office expenses or whether to deduct a capital loss under the new law, you won’t want to miss a single letter. J is for Jackpot. The Powerball
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Whether we are talking about a Fortune 500 company or a middle market enterprise or a main street business, most financial analysts will say there are three fundamental forces that affect a firm’s value: 1) what’s happening with the market as a whole, 2) what’s happening with a specific industry, and 3) what’s happening with
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