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Create a Road Map to Protect Your Estate
No matter how much effort you’ve invested in designing your estate plan, your will, trusts and other official documents may not be enough. Consider...
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Could Your Business Benefit from the Tax Credit for Family and Medical Leave?
The Tax Cuts and Jobs Act created a new federal tax credit for employers that provide qualified paid family and medical leave to their employees....
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Stretch Your College Student’s Spending Money with the Dependent Tax Credit
If you’re the parent of a child who is age 17 to 23, and you pay all (or most) of his or her expenses, you may be surprised to learn you’re not...
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The 2018 Gift Tax Return Deadline Is Almost Here
Did you make large gifts to your children, grandchildren or other heirs last year? If so, it’s important to determine whether you’re required to file...
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There’s Still Time for Small Business Owners to Set up a Sep Retirement Plan for Last Year
If you own a business and don’t have a tax-advantaged retirement plan, it’s not too late to establish one and reduce your 2018 tax bill. A Simplified...
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Vehicle-Expense Deduction Ins and Outs for Individual Taxpayers
It’s not just businesses that can deduct vehicle-related expenses. Individuals also can deduct them in certain circumstances. Unfortunately, the Tax...
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Careful Tax Planning Required for Incentive Stock Options
Incentive stock options (ISOs) are a popular form of compensation for executives and other employees of corporations. They allow you to buy company...
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Appointing the Right Trustee for Your Living Trust Provides Peace of Mind
A living trust is a cornerstone of many estate plans. During your life, you can serve as the trustee and manage the assets just as you would if you...
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Address Your Pet in Your Estate Plan Using a Pet Trust
If you’re an animal lover, a pet is a member of the family — sometimes even more so than flesh-and-blood. So you want to ensure that your beloved pet...
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401(K) Retirement Plan Contribution Limit Increases for 2018; Most Other Limits Are Stagnant
Retirement plan contribution limits are indexed for inflation, but with inflation remaining low, most of the limits remain unchanged for 2018. But...
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Estate Planning Lite: College-Aged Children Need a Basic Estate Plan
If your son or daughter currently is home from college on winter break, now is a good time to sit down and discuss a few estate planning documents he...
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You May Be Able to Save More for Retirement in 2019
Retirement plan contribution limits are indexed for inflation, and many have gone up for 2019, giving you opportunities to increase your retirement...
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A Refresher on Major Tax Law Changes for Small-Business Owners
The dawning of 2019 means the 2018 income tax filing season will soon be upon us. After year end, it’s generally too late to take action to reduce...