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November
Major Tax Deadlines
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During November: It's wise to estimate your 2002 income tax liability and review your options for maximizing your 2002 taxes.
IRS change may help preserve retirement savings
Generally you must wait until age 59½ to begin withdrawing retirement funds, or you face a 10% early withdrawal penalty.
Avoid Roth IRA traps: Brush up on the rules
A Roth IRA can be an attractive way to save for retirement.
IRS releases new per diem travel rates
If you're in business, you probably know expenses for business travel, meals, and entertainment must meet strict tests in order to be deductible.
Why are companies announcing reverse stock splits?
Perhaps you own a stock that has split since you purchased it.
Exercise caution with 401(k) loans
Borrowing from your 401(k) retirement plan may sound like a great idea.
May
Major Tax Deadline
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May 15 - Deadline for calendar-year exempt organizations to file 2001 information returns.<
Retirement plan distribution rules change again
Last year the IRS gave taxpayers an unexpected gift when it proposed new rules that simplify the way you're required to withdraw your retirement money.
Take advantage of the tax rules when you sell your home
elling your home and moving into a less expensive one can free up equity that can be used to pay down debt, to build up retirement funds, or for other purposes.
OSHA announces a new ergonomics plan for businesses
OSHA just announced a comprehensive, four-point plan to reduce workplace injuries caused by repetitive motion.
April
Major Tax Deadlines
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April 15 - Individual income tax returns for 2001 are due.<
Teachers get a new tax break
Starting this year, the latest tax law gives teachers a new "above-the-line" tax deduction.
Think taxes before you sell mutual fund shares
When you sell mutual fund shares, the tax computations can get tricky.
Frequent flier award miles may be tax-free
Recently the IRS settled a long-standing question.
Do "no-cost" mortgages really exist?
Low mortgage interest rates usually cause a flurry of home buying and refinancing.
Should you own property in joint tenancy?
The way you own property has both legal and tax consequences, including the way property will transfer to your heirs and the taxes paid after your death.
March
Major Tax Deadlines
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March 1 - Farmers and fishermen who did not make 2001 estimated tax payments must file 2001 tax returns and pay taxes in full.<
IRS releases latest tax return statistics
The IRS recently published data about income, tax deductions, and tax credits reported on 1999 tax returns.
Taxes play a role in your investment strategy
Are you wondering how to get a higher return from your investments without taking on any more risk? If you're like many investors, some simple tax planning might do the trick.
Step up your security measures
Sabotage, retaliation, and theft are valid concerns for every business, especially for those contemplating layoffs.
If it sounds too good to be true, it usually is
The Securities and Exchange Commission (SEC) recently launched a phony Web site at |
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