Posts with the category ‘Taxes’


Tax Cuts and Jobs Act

Prepared by Broadridge Investor Communication Solutions, Inc The Tax Cuts and Jobs Act legislation was signed into law on December 22, 2017. The Act makes extensive changes that affect both individuals and businesses. Some key provisions of the Act are discussed below. Most provisions are effective for 2018. Many individual tax provisions sunset and revert to pre-existing law after 2025; the corporate tax rates provision is made permanent. Comparisons below are generally for 2018. Individual income tax rates Pre-existing law…. Read More


Stocks Could Rise As Much As 27% in 2018

By Mark Kolakowski   The S&P 500 Index (SPX​) should reach a record 2,800 by the end of 2018, more than 7.5% above the open of trading on Monday, based on the average forecasts from nine market strategists polled by Bloomberg. Some strategists forecast stocks could rise as much as 27 percent. Those gains would create the longest bull market on record. Key reasons for their continued bullishness, per Bloomberg: even without tax reform, corporate earnings in the U.S. are rising at a… Read More


Tax refund savings calculator

Expecting cash back this year from Uncle Sam? The money’s yours to spend as you choose. But find out first how much it would earn if you tuck it away. You might be surprised. Calculate your savings here.


The Alternative Minimum Tax — Not Just for the Wealthy

Prepared by Financial Planning Association Synopsis: The alternative minimum tax (AMT) is an alternative tax system that parallels the regular federal tax; if you’re already paying at least as much under the regular income tax as you would under the AMT, you don’t have to pay it. But if your regular tax falls below this minimum, you have to make up the difference by paying the alternative minimum tax. The AMT was originally created as a fallback tax for wealthy… Read More


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