What's New:
November 20, 2008 1:00:13 PM EST
Taxes & Estate
Tax Guide
- The Tax Perks of Charitable Giving
Charitable giving is good for more than just your soul, here's how to make sure your good deeds get properly rewarded. - 5 Smart Ways to Use That Refund
Should you buy a plasma TV or book a last minute trip to the Carribean. As tempting as it may be, here are five better ways to put that money to use. - Looking for a Tax Pro?
Here's a guide to many happy returns. - Debt and Your Taxes
They're both too high, right? But your debts may actually help keep the evil twin at bay. Here's a quick summary on when you get a tax break for borrowing and when you don't. - The Alternative Minimum Tax
It's ugly -- and an increasing number of us have to pay it. If your gross income is above $75,000 read here to find out if you owe. - Calculating Taxes on Stock Sales
You have two options when you figure your taxes, the trick is to make the decision before you sell the shares. Here's the lowdown. - Calculating Taxes on Fund Sales
Figuring your tax bill on mutual fund sales is about as fun as going over a waterfall in a canoe. But, if you plan ahead and maintain good records, you can save yourself a bundle come April 15. - Taxes on Investments Received as a Gift or Inheritance
If you sold stocks that were given to you as a gift, you'll need to show this on your tax bill. Here's how. - Avoiding the AMT on ISOs
Want some ideas on what you -- an innocent ISO holder -- can do to minimize or even avoid paying the dreaded AMT, read on.
Calculators
- Capital Gains Tax Estimator
If you're going to invest (whether it's in stocks, real estate or even rare stamps), you have to understand capital gains. The SmartMoney.com Capital-Gains Guide will tell you everything you need to know. - Employer Stock Option Tax Estimators
If your stock options are still above water, count your lucky stars. You can leave the tax calculations to us. - What's Your Average Tax Rate?
Plug your own numbers into our calculator to find your own average tax rate and see how it changes at different income levels.
Estate Planning
- Closing Down the Estate
When a loved one dies, somebody must step up to the plate to handle all the resulting tax issues. Here's an overview of four major steps you need to consider. - You've Gotta Start Somewhere
It may sound morbid, but from trusts to funeral plans, here's what to consider when planning your estate. - Passing Your Home to Heirs
There are nearly half a dozen ways to give a home to your child. And a couple are tax-free. Here is a rundown of your options. - Start Giving It Away Early
It can be a wise estate-planning move to bequeath your IRA to charity and other assets to loved ones. Here's why.

