Separating or divorcing this year? Consider these tax issues before year end
Dissolving a marriage involves numerous financial and nonfinancial decisions, and tax considerations can easily fall by the wayside. But decisions
Working teens can maximize the power of tax‑deferred — or tax-free — compounding with an IRA
Retirement is far from most teenagers’ minds when they get their first jobs. Most young people are more interested
Watch out for the growing reach of the additional 3.8% tax on investment income
Strong portfolio performance can bring an unwelcome surprise: an additional 3.8% federal tax. The income thresholds for the net investment
What higher 2026 AMT risk may mean for your year-end tax planning
Tax law changes taking effect this year will increase alternative minimum tax (AMT) risk for some higher-income taxpayers. If you
Restricted stock deserves attention before year end
Executives and key employees often receive stock-based compensation in addition to salaries and bonuses. If restricted stock is part
Remote work can complicate your state taxes
Working remotely may broaden your job options and make daily life easier. But working from a different state than your
Tax planning for real estate investors
Many individuals invest in real estate to help diversify their portfolio, create an income stream for themselves from rental income
Educators may be able to claim 2 deductions for 2026 classroom expenses
Teachers and other educators often spend their own money on books, supplies, equipment and other classroom needs. For 2026, eligible
Sometimes how much is in tax-deferred retirement accounts may be too much
Contributing as much as possible to tax-deferred retirement accounts such as traditional 401(k)s and IRAs is a common recommendation.
Disability benefits may have income tax consequences you don’t expect
Disability insurance is a valuable benefit provided by many employers. It replaces a portion of the insured person’s income —