7 ways to avoid taxes on real estate investments

Investing in real estate doesn’t have to bring a big tax bill. In fact, there are plenty of ways to minimize your taxes while making healthy returns. Here are the top seven. Continue reading

The New Tax Forms You Need to Know

Now that tax season has kicked in, prepare for some pretty big changes on your 2019 tax forms. You may even wind up filling out a new version of the 1040 specifically for people 65 and older. And the W-4 withholding form from employers has been complet… Continue reading

After $0 Brokerage Fees, Which Other Financial Products and Services Will See Costs Drop?

Recently, Charles Schwab, TD Ameritrade and E*Trade eliminated trading commissions on stocks and Exchange Traded Funds. Can you expect to see $0 fees and commissions coming soon for other financial products and services? Below is a look into the crysta… Continue reading

Tax-Smart Charitable Giving for #GivingTuesday

For the past several years, I’ve made an annual credit-card donation to a particular charity. This year, I waited until #GivingTuesday — that’s today, Dec. 3, when charities encourage people to donate online. I held off because I knew that on #GivingTu… Continue reading

2019 Tax Savings Strategies for Retirement

For people nearing retirement or in retirement,  every dollar counts  and planning ahead is paramount. That’s especially true for taxes. Now that 2018 tax returns are behind us, this is an opportune time to look for 2019 tax savings strategies for reti… Continue reading

More Answers to Tax Questions for 2018 Returns

Next Avenue recently asked readers to send us their top questions about their 2018 tax returns and we would answer as many as we could. In the story published in late March, three tax experts sorted out confusion about: who needs to file; standard dedu… Continue reading

Answers to Top Tax Questions From Next Avenue Readers

This is an especially tricky tax season. Many tax-law changes Congress enacted in 2017 are now showing up on 2018 income tax returns. So it’s only natural that many taxpayers are confused. Next Avenue asked our readers to send us their questions. Then … Continue reading

Tax Tips for People 65+ and Family Caregivers

If you’re trying to figure out how the Tax Cuts and Jobs Act, the sweeping tax law that took effect in 2018, has changed deductions for people 65 and older and family caregivers, you’re not alone. The 2019 tax season brings several changes that affect … Continue reading

What Questions Do You Have About Your 2018 Income Taxes?

Tax time is always taxing, but this year that’s especially true. That’s because many of the tax changes from the big 2017 tax law are showing up for 2018 tax returns. So you may be losing some write-offs you’ve taken in the past, you may be eligible fo… Continue reading