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Insights & Ideas

Keeping you at the forefront of modern investing
CONTENT WITH Taxes
If you got hit with a big tax bill recently, you might want to file a new Form W-4.
Five steps for maximizing your charitable giving impact.
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Key changes in the U.S. tax code overhaul from 2017.
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Working from home could present tax challenges for some workers—and business owners.
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Although investing in in-state municipal bonds may have tax advantages, there can be good reasons to buy out-of-state munis.
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How do the tax plans of the two main candidates compare—and what, if anything, should investors do to prepare?
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Helpful tax tips for your charitable contributions, including stock donations.
What is your cost basis? Whether you’re a newbie or seasoned investor, determining your tax cost basis can help you save on taxes. Here’s how.
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Different ETF structures have different tax implications. Be informed and avoid unpleasant surprises come tax time.
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For 2020, will you have to pay alternative minimum tax? Here’s what you should know about the AMT, and steps you can take to potentially avoid it.
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