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After Tax Returns

CPAs, financial advisors, financial analysts, and wealth managers need to know about tax advantaged investments for corporate and individual investors. Corporate finance concerns may involve the CPA or financial analyst.

Use the Power of the Stock Market to Grow Retirement Savings
This is an article about retirement planning. If you're looking for information about how to invest for retirement, keep reading.

Preferred Stock
Preferred stock issuance provides companies with capital. A company's preferred stock may be owned by other corporations due to favorable tax treatment of these shares. Individuals may own preferred stocks because of price stability and higher than average dividend yields.

Maintaining the Benefits of a Will and Estate Plan
This is an article about helping your client properly name beneficiaries according to an estate plan or will. If you're looking for information about estate planning, you've come to the right place.

Invest Now and Have More Fun Later
Financial advisors care for clients and may pay less attention to their own assets and investments. Take stock at year-end and plan for the future.

Save Money On Taxes And Save Money On Electric Bills
This is an article about the energy efficiency tax credit. If you're looking for information about the energy efficiency tax credit, you've come to the right place.

Keep More Coupon Income With Tax Free Bonds
Municipal bonds help higher tax bracket investors earn more money. The coupon interest paid on municipal bonds is tax free, usually at the federal and state level. Some bonds, such as New York City municipal bonds, are triple tax free. No city, state or federal taxes are owed when residents of New York buy these issues. Advisors can help clients...

Obtain and Maintain Your PTIN
This is an article about how to be a competent tax return preparer. If you're looking for information about how to be considered a competent tax return preparer, you've come to the right place.

Help Your Client Arrange a 401k Rollover
Assist your client in reviewing the steps needed to arrange a 401k rollover to an IRA account.

Qualified Personal Residence Trust
This is an article about the Qualified Property Residential Trust. If you're looking for information about the Qualified Property Residential Trust, trusts and estates, or tax planning concepts, you've come to the right place.

Your 2010 Tax Return
This article is about preparing and filing 2010 tax returns. Tax planners, certified public accountants (CPAs), businesses and individuals need a checklist of items needed to file your 2010 tax return.

How To Avoid An IRS Tax Audit
This is an article about how to avoid an IRS tax audit. If you're a small business owner or small proprietor, you've come to the right place for information about tax planning and tax audit.

Deduct Business and Medical-Related Mileage on Your Tax Return
This is an article about how to deduct business mileage on your tax return. The article also discusses how to deduct medical miles for tax purposes. If you're looking for information about how to deduct business miles on your tax return, you've come to the right place. File a Schedule A along with the IRS 1040 tax return to claim business miles...

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