Reference Section

A collection of wealth improvement articles:

• Tax Strategies

• Alternative Minimum Tax
• Amended Returns
• Audit Risk
• Capital Gains and Dividends
• Charitable Giving-General
• Charitable Giving-Vehicles
• Child Tax Credit
• Dependents
• Disaster Losses
• Divorce
• Education Tax Rules
• Filing Tips
• Gifts and Taxes
• Health Savings Accounts
• Hobby or Business?
• Home Office
• Homeowners
• Household Help and the “Nanny Tax”
• IRAs
• Lifetime Giving
• Moving
• Parents, Children, and Taxes
• Recordkeeping for Businesses
• Recordkeeping for Individuals
• Repair or Improvement?
• Retirees and Taxes
• Retirement Distribution Rules
• Roth Conversions
• Tax Breaks Currently Available
• Tax Credits
• Tax Gap
• Tax Software
• Tax Tips for Individuals
• Tax Tips for Investors
• Tax-Cutting Strategies
• Tax-Deferred Exchanges
• Vacation Homes
• Year-End Tax Tips
• Business Strategies

• Bank Loans
• Business Incorporation
• Business Meetings
• Business Plans
• Business Ratios
• Business Succession Plans
• Business Valuations
• Buying a Business
• Car Expenses
• Cash Flow Statements
• Cash or Accrual?
• Contractors: Control Costs
• Contractors: Reduce Theft
• Corporate Minutes
• Cost-Cutting Ideas
• Credit Policies
• Customer Service
• Disaster Planning
• Employee Theft
• Family Business
• Financial Statements
• Financing Growth
• Franchises
• “Going Green”
• Hiring Decisions
• Internal Controls
• Key Business Numbers
• Motivating Employees
• Nonprofits: Internal Controls
• Partnership Decisions
• Pension Plan Choices
• Profit Tips
• Solo 401(k) Plans
• Starting a Business
• Success Tips
• Succession Planning
• Websites for Businesses
• Financial Strategies

• 401(k) Plans
• 529 College Plans
• Building a Nest Egg
• Credit Card Debt
• Credit Report
• Death of a Loved One
• Debt Reduction
• Disability Insurance
• Divorce
• Dollar-Cost Averaging
• DRIPs
• Education Savings Accounts
• Estate Plan Documents
• Financial Literacy
• Financial Review
• Identity Theft
• Insurance Issues
• Investing Basics
• Investment Clubs
• Long-Term Care Insurance
• Marital Status Change
• Marriage and Money
• Mutual Funds
• Net Worth
• Refinancing
• Rental Real Estate
• Retirement Planning
• Reverse Mortgages
• Sandwich Generation – Financial Tips
• Selecting Stocks
• Selling Stocks
• Teenage Finances
• Time Value of Money
• Women and Financial Planning