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Top five blogs of 2019 for individuals

Individuals 01.09.2020 2 MIN READ


Insights is Ayco’s thought leadership blog for both corporate HR professionals and individuals. The following financial planning articles for individuals are the most widely read in 2019.

  1. The top five tax changes for 2018: What you need to know

    More than 600 changes were instituted under the December 2017 Tax Cuts and Jobs Act (TCJA). We put together a list of five of the most important changes that taxpayers needed to be aware of when preparing their 2018 taxes. (Note: This article remains accurate for informing 2019 tax filers with the exception of increased standard deductions.) Read the article now

  2. Getting organized for 2018 taxes: What you need to know

    While the April 15 tax filing deadline is coming up, with advance preparation, doing your taxes can be much easier. We’ve created this checklist of documents and forms that you’ll need to help you prepare your return. Whether you do your own taxes or you use a tax preparer, this checklist will help you organize the necessary information for the current tax year. Read the article now

  3. Avenues for preparing your taxes

    As tax time rolls around, and in light of the substantive changes to the tax code under the 2017 Tax Cuts and Jobs Act (TCJA), more people are considering a tax preparer or tax preparation software to help with their taxes. This guide is designed to help you make an informed decision about the software, person or firm you choose. Read the article now

  4. Tax “basis” and stock-based compensation. Don’t get taxed twice! 

    The amount paid to acquire a stock or another security is known as its cost basis. Cost basis has an impact on the gain or loss realized during gifting or selling. Establishing your correct basis is critical when determining your income tax consequences. Read the article now

  5. Extra cash? Some ideas to consider

    Whether you received a tax refund, a performance-related bonus or perhaps an inheritance, extra cash can be an opportunity to make some positive changes. This article explores some thoughts on leveraging the power of extra cash. Read the article now

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