Key Numbers 2018
Key tax and retirement numbers and limits for the 2018 tax year
Tax Cuts and Jobs Act: Impact on Individuals
Some of the major changes included in the 2017 tax legislation are summarized, and are effective for tax years 2018 through 2025.
2017 Key Income Tax Numbers
Forefield Concept Piece Qualified charitable distributions (QCDs) Qualified charitable distributions (QCDs) are distributions made directly from an IRA to a qualified charity. Such distributions may [...]
IRS Tax Guidance on Same-Sex Marriage
Guidance issued in response to recent Supreme Court decisionThe Treasury Department and IRS guidance was issued in response to the recent Supreme Court case striking [...]
New cost-basis reporting rules being phased in
Calculating Cost Basis Gets Easier This YearBrokers must track and report cost basis to both you and the IRSAnyone who has ever been baffled by [...]
Retirement and Tax Planning: 2012
Every year brings some financial change, so here are some relevant changes relating to investment, tax and estate planning for 2012. Retirement plans. 401(k), 403(b) [...]
10 End-of-Year Tax Tips – 2011 Edition
The window of opportunity for many tax-saving moves closes on December 31. So set aside some time to evaluate your tax situation now, while there's [...]
2011: Mid-Year Income Tax Planning
At this time last year, income tax planning was particularly challenging. Several tax deductions had already expired, and significant changes, including new, higher income tax [...]