8 Tax Tips My Clients Taught Me
Originally appeared on Forbes.com Most of the time, I’m the one who teaches people about the ins and outs of tax filing. After all, I started out as a tax attorney —…
Category: Tax
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Compensation Beyond the Paycheck: Stock Appreciation Rights
We’ve come to the last post in my series on compensation beyond your paycheck. In the past few weeks, I’ve explored different forms of equity compensation including restricted stock units… -
Compensation Beyond the Paycheck: Employee Stock Purchase Plans
Welcome back to my series on equity compensation. All month we’ve been talking about some of the ways your company may pay you outside of your normal paycheck. So far… -
Compensation Beyond the Paycheck: Incentive Stock Options and Non-Qualified Stock Options
This is the second post in my series on compensation beyond the paycheck. Last week we explored Restricted Stock Units and this week we dive into Incentive Stock Options (ISOs)… -
Compensation Beyond the Paycheck: What You Need to Know About Restricted Stock Units
Experts at Glassdoor say that January is the most popular month for job changes, so if you’ve recently changed employers, you’ve got lots of company. By now, you’re probably starting… -
What You Need to Know About Tax Reform: Best Reads
It appears we are on the cusp of major tax reform. This week, Congress passed the “final” GOP tax bill and President Trumped signed it into law on Friday. I’ve read countless articles… -
Understanding the Alternative Minimum Tax
Congress is hard at work right now revising the tax code, a process that has added a great deal of uncertainty to year-end tax planning. I’ve heard from a number… -
How to Use Your Money Anxiety to Your Advantage
Another busy news cycle last week. Some of the biggest news coming from the Senate and the passing of its income tax bill (albeit in the middle of the night… -
Beyond Adoption: The Cost of Expanding Your Family
We’ve spent much of November talking about adoption in honor of National Adoption Month. By now you should have a good handle on how the process works and what it… -
Your Itemized Deductions under the House Proposed Tax Changes
The House of Representative unveiled its tax reform legislation, the Tax Cuts and Jobs Act (TCJA), last week, setting off a barrage of articles, analysis and social media posts. The… -
Last-Minute Tips for Tuesday’s Deadline
This tax season has flown by. For those of you still needing to file, you have until midnight next Tuesday April 18th, 2017. As always, I want to offer some… -
What to do if you’ve Contributed Too Much to an IRA
It’s hard to believe, but we’re only a few weeks away from the end of tax season. Those of you that haven’t filed yet are likely feeling pressure. You need… -
Reader Question: Should my husband and I invest in tax-free or tax-deferred accounts?
A reader asked a question recently that touches on a number of points I’ve been writing on: My husband has an account with Vanguard where he puts post-tax money and…