Repeal of investment expense deduction

You can be forgiven if you didn’t read all of the 600-page tax bill that Congress passed last year. Most members of Congress probably didn’t read it all either. But there were provisions buried in there that matter to some investors. One of those provisions relates to the investment expense dedu...
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Year-end charitable giving

As the end of the year approaches, charitable giving often comes to mind. Charitable giving can be enhanced using income tax deductions, and so it can be much more effective when it is included as part of your year-end tax planning. Example(s):   Assume you are considering making a charitable gift...
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