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WiserAdvisor University  >  Subject: Taxes
About WiserAdvisor University

WiserAdvisor University is designed to provide you with high-quality information about investing and finance straight from those who know best: financial professionals. The University includes hundreds of informative articles on dozens of topics of interest to individual investors like you.
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List of Subjects
Finding An Advisor
Portfolio Management
Retirement Planning
Estate Planning
Insurance
Educational Planning
Budgeting and Saving
Taxes
Real Estate
Business Finances
Government and Economics
Miscellaneous
 
Taxes

Paying taxes has become a routine part of our daily lives. We pay taxes on our income, our purchases and our investments. Developing an effective tax strategy for minimizing payouts can help you save additional money. Learn the tax basics, how to maximize deductions, how to minimize estate taxes, and what tax concerns you should focus on.

Tax Basics


Basic Facts about Taxes >
The Basics of 1031 Property Exchanges >
Why the Alternative Minimum Tax Is Not Just for the Wealthy >
1031 exchanges >
The Kiddie Tax >
The AMT Horror >
The New Tax Law: What’s in It for You? >
Deductions and Credits


Caring for Aging Parents >
Ideas for Putting Tax Refunds and Other Windfalls to Work >
A Tax Deferred is a Tax Saved >
Pay Me Later or Pay Me Now? >
Strategy


Using a Credit Shelter Trust to Reduce or Eliminate Estate Taxes >
10 Tax Strategies to Consider >
Taxes and Your Investments >
The Clock Is Running: Time to Revisit Your Tax Strategies >
How Can a Family Limited Partnership Prepare for IRS Scrutiny? >
Non-Qualified Deferred Compensation Plans >
More Tax Planning Tips >
Tax Considerations >
Year End Tax Tips >
Don't Get Pushed Into a Higher Tax Bracket >
Another Tax Season Is Here >
1031 Exchanges: A Tax-Deferred Real-Estate Strategy >
Careful Planning May Help Non-Citizens Avoid Tax Traps >
Tax-Efficient Investing: A Wise Choice >
Do You Have a Tax Problem? >
Strategies to Minimize Taxes: Municipal Bonds >
Strategies to Minimize Taxes: Tax Efficient Asset Allocation >
Strategies to Minimize Taxes: Tax-Managed Index Funds >
Strategies to Minimize Taxes: Variable Annuities >
Strategies to Minimize Taxes: Keeping More of Your Investment Returns >
Time for a Tax Talk >
WAIT! Don't Roll That 401k Just Yet... >
Changes in the tax code should change the way you think about real estate investments >
Taxation of Retirement Plan Benefits >
Tax Concerns


Tax Preparers Can Be Loan Sharks >
Aspects of the Current Tax System that are Unfair >
Tax the Rich? >
Estate Taxes


Understanding the Tax Ramifications of an Inherited Roth IRA >
Concerned About Estate Taxes? >
The Tax Bite on Gifting >
Are You Concerned About Estate Taxes? >
Don’t Leave Your Estate Unprotected >
The State of the Federal Estate Tax >
The Surprise Personal Estate Tax Trigger of Group Life Insurance >