- Want to Save Taxes on a Roth IRA Conversion?
- Have you thought about any last-minute actions for this year’s taxes? You might convert some or all of your traditional IRAs into a Roth IRA.
- Year-end Tax Planning Strategy - Annual Gifts
- Though the gifts are not tax-deductible, for the tax year 2018, you are able to give $15,000 each to as many people as you want, without having to pay any gift tax.
- Tax deadlines for filing 1099-Misc, 1099-DIV, 1099-INT and 1099-R.
- You should start preparing your 1099 processing as early as possible. Save our infographic for reference.
- Holiday Gifts with Tax Benefits
- Some holiday gifts you provide to members of your family, employees and others may also yield tax benefits. Here are some examples:
- Make An Early Charity Donation to Save on Year-End Taxes
- If your itemized deductions are slightly less than the standard deduction, bunching your charitable donations may be enough so your itemized deductions will exceed the standard deduction this year.