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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. Session 2: Midyear Portfolio Checkup and Risk Factor Review

    Director of personal finance Christine Benz will help you check your true exposures and stress-test your holdings in session 2 of Morningstar's 2012 Midyear Financial Checkup.

  3. Strategies Today for Higher Taxes Tomorrow

    Investor Solutions' John Pitlosh discusses how to navigate potentially higher dividend and capital-gains rates, the health-care tax surcharge, and a phase-out of itemized deductions.

  4. Tax-Saving Tactics for Your December To-Do List

    Morningstar's Christine Benz offers tips on tax-loss selling, required minimum distributions, 401(k) contributions, and energy credits.

  1. Five Muni Considerations for 2013

     

  2. Taxes: A Guide to 2013′s Key Changes

     

  3. You Still Have Time To Reduce Your 2012 Taxes

    This article represents opinions of the author and not those of his firm and are subject to change from time to time and do not constitute a recommendation to purchase and sale any security nor to engage in any particular investment strategy. The information contained here has been obtained from ...

  4. Many Businesses Can Start Filing Income Tax Returns Feb. 4

    Opening covers non-1040-series business returns for 2012; delays remain on other business form filing dates.

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