Amazon partnering with Intuit Quickbooks for third-party sellers
Sasan Goodarzi, president and CEO of Intuit Inc. and Andy Jassy, CEO of Amazon. David Paul Morris | Bloomberg | Getty Images Amazon has for years counted on millions of …
Tax planning
Watch for these pitfalls before donating crypto to charity
Hispanolistic | E+ | Getty Images If you’re planning a gift to charity this holiday season, you could score a tax break by donating cryptocurrency. But there are some key …
Here’s how retirees can get the biggest tax break for charitable gifts
Xavierarnau | E+ | Getty Images If you’re retired and planning a year-end donation to charity, there’s a key move to maximize your tax break, financial experts say. Qualified …
Retirement rule changes coming in 2025 — here’s how you can save more money
Baona | E+ | Getty Images More from FA Playbook: Here’s a look at other stories impacting the financial advisor business. Starting in 2025, investors age 60 to 63 can …
Series I bond rate is 3.11% through April 2025
The US Department of Treasury in Washington, DC, on February 22, 2024. Mandel Ngan | AFP | Getty Images How I bond rates work I bond rates have a variable …
How to leverage higher income limits for the 0% capital gains bracket
dowell | Moment | Getty Images The earnings limit for the 0% capital gains bracket will rise in 2025, which could offer tax planning opportunities, financial experts say. At sale, …
There’s a key change coming to 401(k) catch-up contributions in 2025
Aire Images | Moment | Getty Images Many Americans face a retirement savings shortfall. However, setting aside more money could get easier for some older workers in 2025. Enacted by …
Trump’s tax cuts could expire after 2025. How advisors are preparing
Republican presidential nominee former President Donald Trump attends a rally at the site of the July assassination attempt against him, in Butler, Pennsylvania, Oct. 5, 2024. Brian Snyder | Reuters …
Here’s which states can use IRS free tax filing for 2025
Internal Revenue Service Commissioner Danny Werfel testifies before the House Appropriations Committee on Capitol Hill on May 07, 2024 in Washington, DC. Kevin Dietsch | Getty Images News | Getty …
The tax extension deadline is Oct. 15. What to do if you can’t pay
Woman at home looking at the bills and taxes. Hirurg | E+ | Getty Images The tax extension deadline is Oct. 15, but you have options if you still can’t …