What Are Mutual Fund Share Classes?
Last week, we took an introductory look at mutual funds, but there’s a lot more to learn than just the basics. We briefly discussed the fees associated with some mutual funds, which are often called “sales loads.” Now that we’ve familiarized you with the overview,...
What is a Mutual Fund?
You have many options when it comes to how you choose to invest your money. Having to make a choice from an array of options is often incredibly difficult—just think about when you’re handed a 10-page dinner menu! I wind up stuck at the table forever trying to decide....
How the New York Estate Tax Exemption May Have Backfired
We’ve already discussed how the New York estate tax exemption has changed from last year to this year, but we haven’t talked about why it’s changed. The new legislation regarding estate taxes was passed in an attempt to keep wealthy New Yorkers from leaving the state...
What is the New Estate Tax “Fiscal Cliff”?
In our last post, we started examining the changes being made to the New York estate tax exemption, as the limit was raised from $1,000,000 to $2,062,500 on April 1 of this year. Our initial overview discussed the effects of the previous exemption on New Yorkers. In...
How the New New York State Estate Tax Exemption Works
It’s likely that you may not have heard much yet about the New New York estate tax exemption—the legislation seemed to have passed fairly quietly on March 31 of this year, going into effect on April 1. This is the beginning of a fairly long “phasing out” period, with...
4 Ways to Invest Your Tax Return in Yourself
It’s easy to let the priority of taking care of yourself fall by the wayside when you’re working your hardest to manage everything else in your life. Now that your tax return has come, you’re probably thinking about how to invest that money. A great idea would be to...
3 Smart Ways to Invest Your Tax Refund
Now that your tax refund check is here, you’re probably thinking of all the ways you can spend it. Have you ever thought about choosing to invest your tax refund? While it might be fun to blow it all on something crazy, take a minute to make that through before...
Tax Day Facts: 6 Things You Didn’t Know About Tax Day
Did you know that Tax Day isn’t always on April 15? There’s a whole lot more to the history of Tax Day in America than most of us even know. How many different dates has the deadline sat on? What other events can cause the deadline to change? Which constitutional...
How to Lower Your Income Tax with a Charitable Donation Tax Deduction
Charitable Donation Tax Deduction to Lower Income Tax Whenever you have the ability to donate to people in need, everybody wins. You’ll feel good because you provided for someone who was without, and the beneficiary received the much-needed help. But did you know that...
Crucial Income Tax Tips For Independent Contractors
With only 69 days left until the April 15 tax filing deadline, now is the time for independent contractors to begin preparing their returns. Filing taxes can be a daunting task for anyone, but it can be especially challenging for independent contractors. To ease this...
Deduct the Batmobile: Vehicle Tax Deduction for Real Estate Agents
For real estate agents, their vehicle is used much more than the office. Many could even stretch that to say, “The only ones in the car more than us are Dale Earnhardt Jr. and truck drivers. Running house to house and office to property, the amount of driving for work...
Outsourced Accounting for Small Business Will Help You Edge Past Your Competitors
When you think “outsourced accounting” you might think yet another industry has abandoned the United States of America for cheaper prices abroad. Cheaper prices that leave you, the customer, sitting on a phone line for hours wondering, “Why can’t I just speak to my...
Obamacare and Taxes: 2014 Tax Year’s Big Question
The big question of the 2014 tax year is, how will we be effected by Obamacare and taxes? Do you understand the effect Obamacare has on your taxes? If you aren’t up to date on the health insurance situation, your tax return could be at risk. Obamacare (the Affordable...
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