Tax Planning
News, insights and expert analysis on tax planning from the team at Kiplinger.
Latest
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When to Hire a Tax Pro: The Age Most Americans Switch to a CPA
Tax Tips Taxpayers may outsource their financial stress by a specific age. Find out when you should hire a tax preparer.
By Kate Schubel
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A Compelling Case for Why Property Investing Reigns Supreme
Investment data show real estate's superior risk-adjusted returns and unprecedented tax advantages through strategies like 1031 exchanges and opportunity zones.
By Daniel Goodwin
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To Reap the Full Benefits of Tax-Loss Harvesting, Consider This Investment Strategist's Steps
Tax-loss harvesting can offer more advantages for investors than tax relief. Over the long term, it can potentially help you maintain a robust portfolio and build wealth.
By Daniel Hunt
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Eight Factors to Consider When Considering a Roth Conversion
Roth conversions, which transform traditional IRAs into Roth IRAs, are a powerful retirement and tax tool. Here are eight facts to get you started.
By Joy Taylor
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New Opportunity Zone Rules Triple Tax Benefits: Your Strategy
New IRS guidance just reshaped the opportunity zone landscape for 2027. Here's what high-net-worth investors need to know about the enhanced rural benefits.
By Daniel Goodwin
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Three Critical Tax Changes Could Boost Your Paycheck in 2026
Tax Tips The IRS predicts these tax breaks may change take-home pay in 2026. Will you get over $1,000 in tax savings?
By Kate Schubel
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OBBB Ushers in a New Era of Energy Investing: What to Know
The new tax law has changed the energy investing landscape with expanded incentives and permanent tax benefits for oil and gas production.
By Jay R. Young
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How Family Offices Can Build Resilience in a Volatile World
Family offices are shifting their global investment priorities and goals in the face of uncertainty, volatile markets and the influence of younger generations.
By Tim Houghton
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If You're Within 10 Years of Retiring, Do This Today
Don't want to run out of money in retirement? You need a retirement plan that accounts for income, market risk, taxes and more. Don't regret putting it off.
By Patrick Mueller, Investment Adviser Representative, RFC
