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Our Latest Tips for Tax Season

When it comes to your taxes, nothing comes easy, but we hope our tax tips make your tax season a bit easier to manage. One new recommendation for 2018: File your taxes as early as possible to prevent criminals from filing fraudulent tax returns in your name and stealing your refund.

As always, an Edelman Financial Planner is ready to help. Call us at (866) PLAN-EFS or click here to schedule a call with one of our expert planners.

Are You Giving the Government an Interest-Free Loan?

Are You Giving the Government an Interest-Free Loan?

A tax refund isn’t a gift from the government; it's the return of your money. If you get a refund, you gave the IRS an interest-free loan in the prior year.

How to Choose a Tax Preparer

How to Choose a Tax Preparer

We regularly recommend that you hire a professional to prepare your return for you. Here are tips from the IRS to help you choose a good tax preparer.

Should You Create a Trust?

Should You Create a Trust?

Setting up a trust helps manage your assets. Learn about the different types of trusts and their common uses. Find out which trust is best for you.

What Is a Wash Sale?

What Is a Wash Sale?

Say you hold an investment in a taxable account and you sell it for a loss. Can you use that loss to lower your taxes?

When the IRS Wants You

When the IRS Wants You

Getting audited by the IRS? Ric Edelman discusses the types of IRS audits and what they mean for you. For more personal finance news, subscribe to our newsletters.

It’s Never Wise to Ignore Mail From the IRS

It’s Never Wise to Ignore Mail From the IRS

If the IRS sends you mail, don’t ignore it — especially when it sends a specific notice. Learn what it is, and about the limited time you’d have to respond.

Do You Need a Tax Preparer?

You turn to qualified medical, legal and (of course!) financial planning professionals. Make sure you seek the services of a tax professional as well.

Why Paying Capital Gains Taxes on Your Mutual Funds Isn't So Bad

How can a fund that loses money generate a tax notice saying that it made money? It seems bizarre, but this is not unusual. In fact, having to pay capital gains taxes on an investment that has lost money is the most common complaint of mutual fund shareholders. But let me assure you: It's not as bad as you may think.