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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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
BusinessWeek
November 24, 2003
Ellen Hoffman
A Tax Ambush? Before Dec. 31, do a dry run to see if you're liable for the alternative minimum tax. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
July 2006
Melanie Waddell
The Playing Field: Extension Explication Good and bad news -- and uncertainty -- from the new tax bill. Financial advisors, take note. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
October 2007
Eric L. Reiner
Shifting Winds Year-end planning straddles the tax code's moving parts. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Entrepreneur
September 2006
Carol Tice
Steer Clear How you can avoid paying the Alternative Minimum Tax now and later. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
March 2011
Eric L. Reiner
Biding Time The 2010 Tax Relief Act offers opportunities for clients and prolonged uncertainty for advisors. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
February 1, 2012
Ann Marsh
15 Top Tax Strategies For 2012 There's a one-word theme for the 2012 tax year: uncertainty. Chief among the reasons are the sky-high exemptions on the estate tax, the lifetime gift tax and the generation-skipping tax. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
September 2012
Eric L. Reiner
Jive Talkin' Even if the next president carries out his tax proposals, the economic impact could be different from what's promised. mark for My Articles similar articles
Financial Advisor
October 2011
Eric L. Reiner
Forge Ahead Tax planning lies in the eerie shadow of the deficit-reduction talks. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Inc.
February 2004
Alison Stein Wellner
Under-the-Radar Tax Breaks Last year's tax cuts may seem like ancient history. But it's not too late to save -- if you act now. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
May 5, 2006
Roy Lewis
Putting the Brakes on Tax Breaks A lot of tax provisions are hitting their expiration dates. How will the changes affect you? mark for My Articles similar articles
Registered Rep.
October 1, 2004
Stan Luxenberg
Ticking Tax Bomb Alternative Minimum Tax (AMT) surprises could become increasingly common for shareholders of municipal bond funds. Advisors must now decide whether to buy funds with private bonds. mark for My Articles similar articles
Financial Advisor
October 2009
Eric L. Reiner
Up, Up And Away With tax rates likely to rise, traditional approaches are being revisited. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
October 22, 2004
Roy Lewis
Will You Benefit From Tax Relief? The new Working Families Tax Relief Act of 2004 extends some provisions. Will they affect your family? mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
December 30, 2005
Roy Lewis
What's Your Bracket? Everybody should know how to arrive at his or her tax bracket, and use it to its maximum advantage. It's an important number, and a number that you'll need to know before you make any tax-based decisions. mark for My Articles similar articles
Financial Advisor
October 2006
Eric L. Reiner
Year-End Tax Planning, Take 2006 Advisors Put Charitable Strategies at the Head of This Year's Checklist... Look For Losses, And Tax-Cheap Gains... Retirement Account Strategies... Look Ahead... mark for My Articles similar articles
Entrepreneur
August 2003
Scott Bernard Nelson
A Tax Act What does the latest tax cut mean for your small business's bottom line? mark for My Articles similar articles
Financial Planning
January 5, 2008
Donald Jay Korn
Zero Can Be Positive High-income clients who want to avoid tax on investment income can put their money into municipal bonds and funds for tax-exempt interest. As of 2008, there's a new way to get a break. mark for My Articles similar articles
The Motley Fool
September 9, 2005
Roy Lewis
Keep More of Your Losses Learn how to maximize deductions for losses from variable annuities. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
January 13, 2010
Lower Taxes Are Always in Season What you can do now to reduce your taxes. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
November 6, 2009
Dan Caplinger
3 Investments That Will Cut Your Taxes Let's talk about some investments that get preferential treatment from the tax man. mark for My Articles similar articles