Get The Ticker Tape delivered right to your inbox.

X
Taxes
Gift Tax Rules Simplified - Cost Basis of Gifted Stock

Gift Tax Rules Simplified - Cost Basis of Gifted Stock

Looking for a unique gift idea for a loved one that will long outlast the shiny new bike for Christmas, live well beyond the high-end blender given for a wedding present, and will far surpass the lifespan of the big-box gift card given for a high school or college graduation? Consider thinking outside-of-the-box this...

Latest Stories

9 Ways to Try to Start the New Year on the Right Financial Foot
December 13, 2017

9 Ways to Try to Start the New Year on the Right Financial Foot

As the calendar ticks down to the end of 2017, it’s time to take measure of your financial status, your goal-tending, and the tax hit you might be facing. The tax ...

Bonds, Fixed Income Securities and Your Adjusted Cost Basis
December 11, 2017

Bonds, Fixed Income Securities and Your Adjusted Cost Basis

Over the years, Hollywood has developed quite a love affair with Wall Street. In typical Hollywood fashion, they have portrayed Wall Street as glamorous, outrageous ...

Latest Stories

Form 1099 OID - Original Issue Discount
December 7, 2017

Form 1099 OID - Original Issue Discount

You pay for what you get! Yep – heard that one before. Ever hear the phrase “Report on what you don’t get”? Yeah – I haven’t either, but it applies to this topic so now...

How Proposed Tax Reform Could Impact Your Tax Reporting
November 29, 2017

How Proposed Tax Reform Could Impact Your Tax Reporting

The U.S. Senate recently introduced the Senate Tax Cuts and Jobs Act which includes one provision that, as it is currently written, could have a large impact on...

It's Harvest Time: Potentially Grow Your Savings Using DRIP
November 29, 2017

It's Harvest Time: Potentially Grow Your Savings Using DRIP

Growth is a part of our daily lives. We all seek growth in different forms, whether you’re a local farmer, a small business owner or an investor looking to build your...

Latest Stories

Wash Sale Tax Rules
November 28, 2017

Wash Sale Tax Rules

Let’s test your tax-filing knowledge. Myth or fact? Brokers track your wash sales. Actually, both. It just depends. At its most basic, the wash sale rule prevents investors ...

Five Self-Employed Retirement Plans Designed for the Entrepreneur
November 22, 2017

Five Self-Employed Retirement Plans Designed for the Entrepreneur

As an entrepreneur, you possess the enterprising go-ahead to bear risks in pursuit of a long-term vision; the ingenuity to seize potential within even the smallest of ...

No Loose Ends: End-of-Year Tax Planning for Traders and Investors
November 14, 2017

No Loose Ends: End-of-Year Tax Planning for Traders and Investors

The new year symbolizes a restart, a clean slate, the starting line of yet another potential future. The last thing you want is to get stuck dealing with past business ...

Latest Stories

Got Kids or Young Dependents? Claiming the Child Tax Credit
November 13, 2017

Got Kids or Young Dependents? Claiming the Child Tax Credit

Of course you’ve heard the one about death and taxes. But what about birth and taxes? Having kids means spending lots of money, but they can also save you a ...

New Tax Time Strategy: Tax-Loss Harvesting
November 8, 2017

New Tax Time Strategy: Tax-Loss Harvesting

Traditionally, tax-loss harvesting has been thought of as a complex strategy reserved for the most sophisticated investors.

Year-End Charitable Donations, Contributions & Deductions
November 3, 2017

Year-End Charitable Donations, Contributions & Deductions

Let’s face it: football season is in full swing, which means the holiday season is just around the corner. The holidays are a time for giving, a time to reflect on the year’s ...

Latest Stories

Yes, It’s Time to Think about Income Taxes: 10 Tax Planning Tips
October 23, 2017

Yes, It’s Time to Think about Income Taxes: 10 Tax Planning Tips

If you still find yourself asking, “where did the summer go?” this might be jarring: It’s time to start thinking about your taxes. Tax filing season officially begins Monday ...

Employer-Sponsored Retirement Plans: Take Advantage Early
October 5, 2017

Employer-Sponsored Retirement Plans: Take Advantage Early

If you’re just beginning your career, you might have prioritized paying off college debt and building emergency savings rather than retirement. Ironically, though ...

After Tax Day: Tips to Help Make Next Year’s Taxes Go Smoother
April 25, 2017

After Tax Day: Tips to Help Make Next Year’s Taxes Go Smoother

The April 18 filing deadline has come and gone. How did it go? Did you file a month ago, or did you scramble to finish by 11:59 p.m. that night? Or, worse yet, did you ...

Latest Stories

Get Covered with the Basics of Non-Covered Basis
April 7, 2017

Get Covered with the Basics of Non-Covered Basis

The fast-approaching April 18 tax deadline is looming in the not-so-distant future. You’ve received your 1099-B, so you’re all set to start filing your taxes. But then...

Scroll to Top