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Financial Planning October 1, 2005 John Nersesian |
The Stealth Tax Millions of middle-class clients are falling into the alternative minimum tax (AMT) trap. Here's how financial advisers can help lower clients' total tax bills. |
Financial Planning March 1, 2005 Donald Jay Korn |
The Devil's Alternative Savvy planning can shave a few points from the alternative minimum tax, a numbers game where the house always wins. |
CFO December 1, 2006 Marie Leone |
Alternative Universe Nothing this side of the Boston Tea Party has raised as much ire as the alternative minimum tax, but there are things you can do to keep from getting mugged. |
Financial Planning March 1, 2007 Julian Block |
Shadow Tax The alternative minimum tax is not just a problem for your wealthiest clients anymore. Here's what all your clients need to know. |
BusinessWeek February 16, 2004 Howard Gleckman |
The Stealth Tax The AMT now sideswipes 3 million taxpayers. Think you're not one of them? Better cross your fingers. |
The Motley Fool September 22, 2006 Roy Lewis |
Avoid the Dreaded AMT Although the alternative minimum tax was intended to apply to high-income taxpayers who take advantage of loopholes, it can also apply to middle-income taxpayers who haven't planned their taxes thoroughly enough. Take steps now to escape the Alternative Minimum Tax. |
The Motley Fool November 5, 2004 Roy Lewis |
Are Your Taxes Ready for 2005? Here are some tips to consider while preparing for the new year. |
BusinessWeek November 1, 2004 Ellen Hoffman |
Time To Do Your Tax Checkup There are a few new wrinkles to consider. Perhaps most notable is the state sales tax vs. state income tax deduction. But there are other things to consider, as well. |
Financial Advisor October 2004 Eric L. Reiner |
Year-End Tax Strategies, Edition 2004 AMT (alternative minimum tax) and historically low tax rates demand advisors' attention. |
The Motley Fool November 11, 2005 Roy Lewis |
The End Is Near. Save Now! The year will be over before you know it. Make sure you know how to save on your taxes before it's too late. |
The Motley Fool December 22, 2005 Roy Lewis |
Last-Minute Tax Moves You're running out of time! Act now, and you can save yourself some tax misery. |
BusinessWeek October 31, 2005 Lewis Braham |
Time For A Yearend Checkup Here are several items to consider when doing your tax check-up: Donating to charity... Extensions or hikes of existing benefits and deductions... Gifting stock... Alternative Minimum Tax... etc. |
BusinessWeek December 4, 2006 Aaron Pressman |
Don't Wait Till April The end of the `06 tax year is upon us, so it's time to put your house in order. Here's a list of five places to start. |
The Motley Fool December 19, 2003 Roy Lewis |
11th-Hour Tax Moves You have less than two weeks to reduce this year's tax bill. |
Entrepreneur September 2006 Carol Tice |
Steer Clear How you can avoid paying the Alternative Minimum Tax now and later. |
The Motley Fool December 9, 2005 |
The Income Tax Process, Explained It does take a while to do (it's estimated that upwards of 30 hours is required to complete Form 1040 and Schedules A, B, C, and D), but it isn't brain surgery. |
The Motley Fool December 3, 2007 Dan Caplinger |
Expecting a Tax Refund? Expect to Wait The government's waffling with your money. Elected representatives have decided this year to play chicken with the alternative minimum tax. |
The Motley Fool March 31, 2006 Roy Lewis |
Avoid Tax Filing Mistakes Beware of taxpayers' most common goofs: Carry-forwards from prior years... Missing Social Security numbers... Assuming the itemized deduction... Overpayment of Social Security taxes... State tax refunds... etc. |
The Motley Fool January 13, 2010 |
Lower Taxes Are Always in Season What you can do now to reduce your taxes. |
The Motley Fool February 4, 2004 Robert Brokamp |
Taxes, Cuts, and Politics [Tax Q&A] Since much of the election comes down to taxes -- and since the tax filing deadline is looming -- we thought we'd offer a brief lesson on how your tax bill is calculated, followed by a quick look at whose tax bills will be lower this year. |
The Motley Fool November 26, 2007 Dan Caplinger |
4 Ways to Cut Your Taxes Now Act now with these end-of-year tax tips to pay less next April. |
Registered Rep. December 1, 2002 Jason Van Steenwyk |
Honey, I Shrunk the AMT If you understand AMT rules, you will have a growing competitive advantage over advisors who don't. You will attract more affluent (and lucrative) clients. You'll likely lose fewer clients to competitors. You'll find opportunities that other advisors miss. |
The Motley Fool March 9, 2007 Dan Caplinger |
Kill the AMT The first step toward making taxes simple is eliminating the AMT. Because planning for the AMT requires completely different strategies from regular tax planning, it's extremely difficult to find solutions that will reduce both standard tax and AMT liability. |
Entrepreneur December 2002 Joan Szabo |
Get Your Tax Straight All the last-minute financial secrets a small business needs to get out from under some of that tax burden before 2002 comes to a close. |
BusinessWeek February 16, 2004 Howard Gleckman |
Will The AMT Eat Your Tax Break? The AMT steals the benefit of lower dividend and capital-gains rates from investors with total income between, roughly, $150,000 and $400,000. |
AskMen.com Ross Bonander |
New Tax Laws For 2009 Taxpayers should pay special attention to tax-law changes, as they can directly affect how much money is kept out of Uncle Sam's hands. |
On Wall Street December 1, 2010 Susan L. Hartman |
Tactics For 2011 With Congress still in session at press time, there may be more than a few changes to the 2010 and 2011 federal income tax yet to come. |
The Motley Fool December 22, 2006 Roy Lewis |
Cut Your 2006 Taxes With the clock quickly winding down to Dec. 31, you'll want to act quickly to reduce your tax bite. Here are some suggestions. |
AskMen.com Michael Estrin |
8 More Tax Tips Spending a few hours on your taxes can be well worth your time. Don't overlook these deduction possibilities: sales taxes, non-cash donations, IRA contributions, worthless stock, miscellaneous deductions, FICA overpayment, amended returns, and casualty deductions. |
Financial Planning November 1, 2009 Julian Block |
A New Standard As the end of the year nears, clients are once again starting to think about their tax returns. Now more than ever, qualified financial advisors should be ready to provide some information on the choices taxpayers must make. |
On Wall Street April 1, 2011 Susan L. Hartman |
Tax Tips For This Year And Next Tax-aware advisors are preparing to counsel investors on everything, from the short-term nature of tax breaks, to maximizing cash flows and retirement plan distribution planning. |
Financial Planning May 1, 2005 Julian Block |
The Retirement Tax Here's how to calculate the tab for those who receive Social Security benefits-and for those who pay them. |
Financial Advisor October 2012 Eric L. Reiner |
The Winds Of Limbo Roar Financial advisors need to keep in mind that next year's tax rules could change before, or after, 2013 arrives. |
The Motley Fool March 4, 2005 Roy Lewis |
How to Save More Money on Taxes Here are tax deductions that can be easily overlooked. |
The Motley Fool March 3, 2006 Roy Lewis |
Save Tax Dollars Now! There are a whole lot of lines on your tax return. Have you researched every last one, making sure you're taking advantage of all the legal ways you can cut your tax bill? Here's how to spot the deductions and credits most taxpayers miss. |
The Motley Fool July 5, 2006 Dan Caplinger |
Staying Ahead of the Tax Curve Good tax planning starts well before the year ends. Dealing with your taxes is a big challenge. Like many things, however, if you stay on top of your taxes with some pre-planning, it's a lot easier to keep them under control. |
The Motley Fool March 1, 2007 Selena Maranjian |
Your Taxes, Above and Below the Line There's a concept that's lost on many people -- that not all deductions have the same value. |
Financial Planning February 1, 2013 Ilana Polyak |
15 Tax Moves for Right Now The eleventh-hour tax deal reached in Washington will require some new strategies for advisors and their clients. |
The Motley Fool September 9, 2005 Roy Lewis |
Keep More of Your Losses Learn how to maximize deductions for losses from variable annuities. |
The Motley Fool February 27, 2004 Roy Lewis |
Top 10 Overlooked Tax Breaks 10 overlooked tax breaks from educator expenses to self employment health insurance. |
The Motley Fool July 2, 2004 Roy Lewis |
Summer Tax Break It's not exactly hot fun in the summertime, but looking at your 2004 taxes now will save you money later. |
The Motley Fool June 17, 2005 Roy Lewis |
Start Planning for Next Year's Taxes Many think that taxes are simply a chore, something to attend to once a year. Anyone with that attitude is likely leaving money on the table. Here are some tips to consider. |
The Motley Fool May 23, 2006 Roy Lewis |
Surprise! More New Tax Rules The IRS changes just keep coming. Earlier this month, the House and Senate passed HR 4297, The Tax Increase Prevention and Reconciliation Act of 2005. Here are some of the highlights of the new law. |
Registered Rep. March 1, 2008 Kevin McKinley |
Gimme A Break Tax breaks for charitable giving. |
Financial Advisor December 2004 Karen DeMasters |
Holding The Line The Working Families Tax Act of 2004 does not solve the growing problem of the alternative minimum tax system, but it at least postpones the problem for some taxpayers for another year. |
Registered Rep. April 17, 2013 Kevin McKinley |
Sheltering Clients From the Taxman Several investment strategies can protect high-income clients from new taxes and higher tax rates. |
Financial Advisor October 2005 Eric L. Reiner |
Year-End Tax Planning? Think AMT Knowledgeable financial advisors can cut their clients' tax bills. To avoid making recommendations whose benefits are quashed by AMT, advisors need to be familiar with the deductions disallowed by the alternative tax system. |
Financial Advisor October 2007 Eric L. Reiner |
Shifting Winds Year-end planning straddles the tax code's moving parts. |
The Motley Fool January 20, 2004 Selena Maranjian |
Alternative Tax Nightmares If even IRS employees can't sufficiently comprehend our tax laws, what hope do we mere taxpayers have? Well, at least we have a Taxpayer Advocate. |
The Motley Fool April 21, 2006 Roy Lewis |
It's Always Tax Time! Leaving things to a tax pro at the end of the year is just fine. But that tax pro can't follow you around to help you with your daily financial, investment, and tax decisions. It's ultimately up to you to take some of the teeth out of your annual tax bite. |