Tax Cuts and Jobs Act of 2017
Latest
-
Tax Moves to Make Now If You Think Biden Will Be President
Politics "I'm going to get rid of the bulk of Trump's $2 trillion tax cut, and a lot of you may not like that, but I'm going to close loopholes like capital gains and stepped-up basis." — Joe Biden, in a speech to potential campaign donors on June 29.
By Dave Lopez, Investment Advisor Representative (IAR) Published
Politics -
With Estate Taxes on Sale Now, You Snooze, You Lose!
tax planning You may want to consider gifting your home — or maybe a fractional interest in it — as well as using an irrevocable trust before it’s too late.
By Jeffrey M. Verdon, Esq. Published
tax planning -
Election 2020: President Trump's Tax Plans
Politics The president still hasn't provided details about second-term tax plans if he wins the election, but he has dropped a few hints over the past few months.
By Rocky Mengle Published
Politics -
Do You Qualify for a $300 Tax Deduction Under the CARES Act?
tax deductions What is the new above-the-line universal tax deduction, and how does it work?
By Chad Chubb, CFP® Published
tax deductions -
Kamala Harris's Tax Policy Proposals
Politics Since she could be a heartbeat away from the presidency next year, you might want to know where Kamala Harris stands on taxes.
By Rocky Mengle Published
Politics -
Before You Do a 1031 Exchange, Consider These 4 Alternative Investment Options
real estate investing 1031 exchange investors have multiple choices – not just direct ownership of an income property.
By Dwight Kay Published
real estate investing -
Nearing Retirement? Take Another Look at Roth Conversions
Roth IRAs Due to lower tax rates and the recently passed SECURE Act, those nearing retirement should consider a Roth conversion.
By Daniel Fan, J.D., LL.M., CFP Published
Roth IRAs -
Even in Good Times, a ‘Silent Stalker’ Can Raid Your Retirement Plan
long term care insurance Chances are you or your spouse will need long-term care at some point … and it isn’t cheap. A look at the options reveals one interesting possibility: hybrid long-term care insurance.
By Reid Abedeen Published
long term care insurance -
5 Strategies to Help You Hold on to More of Your Money in Retirement
Making Your Money Last Some savvy retirees could pay 0% in capital gains taxes if they manage their incomes right. Others could avoid paying hidden Medicare taxes with the help of Roth IRA conversions. It’s all about tax planning.
By Troy Sharpe, Certified Financial Planner Published
Making Your Money Last