Tax-planning
News, insights and expert analysis on tax planning from the team at Kiplinger.
Latest
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Property Tax 101: What Homeowners Need to Know
Property Tax No one likes to pay property tax, but knowing how these taxes work might make the situation more bearable.
By Katelyn Washington Last updated
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Why Understanding Capital Gains Taxes Is Critical When Selling Investments
Failing to plan for taxes can eat into your profits and leave you with far less than expected when you finally cash in on an investment.
By Stephen Nalley Published
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Did Florida’s Chance at $1,000 in Property Tax Rebates Vanish?
State Taxes The Florida Legislature bypassed Gov. Ron DeSantis’ wish to cut property taxes and instead voted to lower the state’s sales tax.
By Gabriella Cruz-Martínez Published
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How Caregivers for Adults Can Save on Taxes in 2025
Tax Breaks Caring for your parent or spouse can be stressful, but the IRS offers tax breaks for qualifying taxpayers. Here they are.
By Kate Schubel Published
Tax Breaks -
Striking Oil in Opportunity Zones: Now Might Be the Best Time to Invest
You could unlock hidden wealth in QOZs with strategic oil and gas investments, potentially combining tax advantages with long-term growth in an essential industry.
By Daniel Goodwin Published
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What Can a Donor-Advised Fund Do for You? (A Lot)
DAFs and private foundations go about helping charities (and those who donate) in different ways. Each comes with its own benefits and restrictions to navigate.
By Julia Chu Published
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Estate Planning When You Have International Assets
Estate planning gets tricky when you have assets and/or beneficiaries outside the U.S. To avoid costly inheritance mistakes, it pays to understand the basics.
By Kelsey M. Simasko, Esq. Published
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Don't Miss the April 1 RMD Deadline: What You Need to Know
RMDs April Fool's Day is an important RMD deadline for some older adults and retirees.
By Kelley R. Taylor Last updated
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Retiring With a Pension? Four Things to Know
The road to a secure retirement is slightly more intricate for people with pensions. Here are four key issues to consider to make the most out of yours.
By Joe F. Schmitz Jr., CFP®, ChFC® Published