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  1. Portability Provision Simplifies Couples' Estate Planning

    Estate-planning expert Deborah Jacobs details how spouses can take advantage of the 'portability' tax provision, which allows them to maximize both partners' estate tax exclusion, and how this strategy differs from trusts.

  2. Not the Time to Turn Off Tech Stocks

    Although the tech sector hasn't had the best earnings season, Apple, Microsoft, and others still have solid long-term fundamentals and are trading at attractive discounts.

  3. The Friday Five

    Five stats from the market and the stories behind them. This week: Apple's steep 12% drop, Netflix's 2 million subscribers, and more.

  4. What the Cliff Compromise Means for the Economy

    Congress' last-minute deal cut the so-called fiscal cliff in half, lessening economic headwinds in the short term, but much work remains to address longer-term debt and deficit issues, says Morningstar's Bob Johnson.

  1. Taxes: What’s New for 2013?

     

  2. Five Muni Considerations for 2013

     

  3. The “Fiscal Cliff” Deal

     

  4. IRS Offers Simpler Option for Calculating Home Office Tax Deduction

    The Internal Revenue Service plans to introduce a simplified way for small business owners and home-based employees to claim the home office tax deduction.

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