Stay a Step Ahead of the Tax Collector
Some tax laws have changed, but many remain the same.
A good mantra, for investing and the rest of your life, is "Focus on what you can control."
While most people are inclined to put taxes into the "out of my control" bucket, that doesn't have to be the case. (For proof, look no further than the army of tax advisors and attorneys geared toward helping the well-heeled shave their tax bills.)
Key to cutting your tax bill is staying current on tax-law changes. Although there aren't yet details on tax hikes likely to go into effect because of the federal stimulus plan, here's a summary of recent and impending tax-law changes. I'll also give you my thoughts on how you can act to either take advantage of these changes or minimize their effect on your bottom line. Some of these changes have an impact only on those in very high tax brackets, while others affect individuals of all income levels.
Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data.
We’d like to share more about how we work and what drives our day-to-day business.
We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters.
How we use your information depends on the product and service that you use and your relationship with us. We may use it to:
To learn more about how we handle and protect your data, visit our privacy center.
Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive.
To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research.
Read our editorial policy to learn more about our process.