Back-to-School Tax Breaks
Find Tax Savings in Back-to-School ExpensesFreeIt's back-to-school time, and this can mean tax saving opportunities for you. The tax law provides a number of exclusions, deductions, and tax credits designed to encourage education by making it just a little easier to pay for it. Here are some key breaks that you may be able to take advantage of this year.
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Get the basics on estate planning, using trusts, and giving gifts that give back.
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Learn about the vital relationship between asset protection, risk management, and financial planning.
IRS Suspends Collections of AMT Liabilities Related to ISOs
Taxpayers may be subject to the alternative minimum tax (AMT) when they exercise incentive stock options (ISOs). The reason: The spread between the fair market value of the stock at the time it is acquired through the exercise of the options and the amount paid for the stock (including any cost for the ISOs) is an adjustment for AMT purposes, which can create or increase AMT liability. Read more.
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The J.K. Lasser Donation Tracker
Track your charitable donations throughout the year with our handy charitable donation tracker.
Download the Excel template now! FREE
