Estimated Taxes

The IRS wants you to pay your share of taxes as you earn your money. For individuals whose total tax obligation is more than $1,000, they must pay at least 90% of their taxes to avoid possible penalties and interest. To learn how to pay this obligation through withholding or estimated payments, read this C.P.A. Insight.

Basics of Gifting

Gifting is a way to reduce your estate by passing on property to others while you are still alive. Individuals are allowed to gift up to $13,000 in property to an individual per year. You may make as many $13,000 annual gifts as you wish to any number of individuals, without being required to file a gift tax return. For more information on the basics of gifting, read this Financial Strategy.

Are You Holding Worthless Securities?

If you have had the unfortunate experience of watching one of your securities investments plummet to worthlessness, you may be eligible for a tax deduction. However, the IRS has a strict definition of "worthless." For more information on what qualifies a stock to be worthless and how a taxpayer can take advantage of a loss of a stock that has a miniscule amount of value, read this C.P.A. Insight.

Actively Managed ETFs

Exchange traded funds are a relatively new investment vehicle that have been available in the United States since 1993. One of the most notable innovations in the ETF market is the actively managed ETF. For more information on the benefits of investing in an actively managed ETF instead of an equivalent mutual fund, read this Investment Whys.

Making Use of P/E Ratios

Despite the relative simplicity in deriving a P/E ratio, its application can be quite complicated. P/E is a measure of relative value. A thorough investor should compare a stock’s P/E against the stock’s peers, and consider the growth potential for the sector. For more information on P/E ratios and how it is calculated, read this Investment Whys.