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Investment Advisor August 2007 Susan L. Hirshman	Buyer's Remorse Those contemplating a second home purchase may be many of your financial advisory clients. Is this a smart move for them?
Financial Planning November 1, 2006 Julian Block	Office Tax Max For financial advisory clients with home offices, new rules make it easier to exclude profits when they sell.
Registered Rep. April 1, 2006 Kevin McKinley	On Golden Pond--Literally Buying life insurance while establishing a qualified personal residence trust is an especially shrewd move for benevolent owners of second homes. Since the trust will theoretically eliminate estate taxes on the property, the clients can get by with a smaller death benefit -- and lower premiums.
Commercial Investment Real Estate Jan/Feb 2012 Daniel Rowe	Self-Rental Rule The only thing worse than incurring a loss on investment property is incurring a loss that cannot be deducted for tax purposes. Self-rental property may cause this tax result for some property owners if rental arrangements are not strategically prepared.
The Motley Fool November 28, 2006 Dan Caplinger	Double Up on Deductions Make the most of your tax-deductible expenses.
The Motley Fool April 30, 2007 Dan Caplinger	Trump Your Taxes With Real Estate Real-estate tycoons enjoy all sorts of tax benefits, and so can you. Here's how.
Investment Advisor June 2006 I. Jay Safier	Tax Advisor: Transfer Time, Part 1 One of the significant issues that will be faced by retiring baby boomers is how to keep their accumulated wealth within their families. Here is a review of strategies clients can use for transferring wealth.
Financial Planning November 1, 2007 Julian Block	No Relief How do you advise a client who's selling a house at a loss? Very, very carefully.
The Motley Fool October 14, 2005 Roy Lewis	Deduction Dangers of Home Mortgages Think you can deduct all the interest from your home mortgage on your taxes? Think again.
The Motley Fool February 15, 2007 Mary Dalrymple	Dreaming of Beaches and Rental Profits Think like an accountant when contemplating a vacation property.
The Motley Fool December 17, 2004 Roy Lewis	Tax Deductions for Home PCs You can deduct all or part of the costs of your home PC, depending upon its use. But put on your thinking cap before you tackle this gnarly issue.
The Motley Fool June 16, 2006 Roy Lewis	What to Know Before Selling Investors, regardless of whether you'll have a gain or a loss, you may be able to accomplish a sale but still minimize your taxes.
The Motley Fool August 27, 2004 Roy Lewis	How Does Insurance Affect Your Taxes? Which plans are deductible, and which are taxable? Here's help sorting them out.
Commercial Investment Real Estate Mar/Apr 2013 Mary Stark Hood	Real Estate Gifting Realized: Bargain Sales Commercial real estate professionals and their clients should consider all options when discussing the charitable donation of real property. Real Estate Gifting Realized, a program launched by the CCIM Foundation, facilitates the donation of real estate to charitable organizations.
Commercial Investment Real Estate Jan/Feb 2013 Mary Stark Hood	Real Estate Gifting Realized: Outright Donations and Bequests This second article in a series on real estate gifting issues covers outright donations, various requirements for a donation to be tax deductible, and bequests.
The Motley Fool February 17, 2005 William Stecker	The Oft-Missed Deduction Did you know that expenses incurred in the production of income are deductible? When it comes to investment expenses, let Uncle Sam help.
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.
The Motley Fool February 22, 2007 Dan Caplinger	Is Your Hobby a Business? As a potential source of deductible expenses, hobbies are a promising target that many taxpayers consider using.
The Motley Fool March 19, 2004 Roy Lewis	Buy a Home, Not a Deduction Tax-deductible mortgage interest may not lower your tax bill as much as you think.
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.
The Motley Fool June 13, 2006 Dan Caplinger	A Trust for All Seasons: Personal Residence Trusts These trusts can help keep your home all in the family.
Registered Rep. March 14, 2013 Kevin McKinley	Deductible Me Help clients understand how to get all the tax deductions they are entitled to, including home, health and education, and possibly even the fees they pay to you.
Financial Planning August 1, 2011 Donald Jay Korn	Second Place Clients who resisted the lure of a vacation home when prices were spiraling higher may feel a pressing need to buy now.
Commercial Investment Real Estate May/Jun 2013 Becker & Campbell	Medicare Tax Concerns How does this new law affect real estate professionals?
Financial Planning January 1, 2007 Julian Block	Tax Brakes Are your financial advisory clients taking all the business-driving tax deductions they're eligible for?
Financial Planning May 1, 2005 Michael E. Kitces	Home Improvements Mortgage interest is deductible, but the alternative minimum tax complicates things.
Financial Advisor October 2005 Jeffrey Rattiner	Mining The 1040 Here is a sampling of the types of information that can be found when analyzing a 1040 from a financial planning perspective.
BusinessWeek October 3, 2005 Toddi Gutner	Passing On Your Home -- Painlessly A Qualified Personal Residence Trust may spare your kids gift taxes.
Entrepreneur November 2003 Paul & Sarah Edwards	Taxing Matters. Come tax time next year, you'll be glad you decided to start your own homebased business.
Financial Planning June 1, 2006 Donald Jay Korn	Real(i)ty Check As the scorching housing market cools in some areas, owners of multiple homes may feel the chill.
This Old House Jeffrey Rothfeder	Tenant, Anyone? Live in the house of your dreams while a renter foots the bills. There are financial and tax advantages to buying a multifamily home to both live in and rent.
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.
Financial Advisor March 2005 Marla Brill	Investing IRAs In Real Estate It may be a controversial investment option, but more clients are doing it with advisors' help.
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.
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 March 4, 2005 Roy Lewis	How to Save More Money on Taxes Here are tax deductions that can be easily overlooked.
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.
The Motley Fool February 11, 2005 Roy Lewis	Is a Hair Transplant Deductible? During tax time, it's always fun to review some of the more unusual expenses incurred by taxpayers. Here are a few along with the tax treatment suggested by the IRS or mandated by the courts.
The Motley Fool March 3, 2006 VB Rosendahl	Vacation Homes: Profit Castles? When you consider purchasing additional real estate, think beyond the primary-residential market to the possibilities that vacation homes offer. Smart buyers are heading for hot resort areas and are seeing excellent growth for their investment.
The Motley Fool October 29, 2004 Roy Lewis	How Will the New Jobs Act Affect You? Will portions of the overhaul have an impact on your taxes?
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.
Financial Planning October 1, 2008 Martin M Shenkman	Leaving More to Beaver Like all estate planning strategies, qualified personal residence trusts (QPRTs) are great for reducing taxes under the right circumstances.
Commercial Investment Real Estate May/Jun 2015 Donald J. Valachi	Lease Option or Sale? What is the economic reality of your transaction?
Financial Planning April 1, 2006 Julian Block	The Dr. Made Me Do It How do you handle deductions for medical expenses when home improvements are the Rx? More than one taxpayer has learned the hard way the importance of before-and-after appraisals.
CFO January 10, 2007 Marie Leone	Tuition Magicians When financial-aid prospects are dim, some parents find smart ways to boost their children's college funds.
CFO August 1, 2006 Scott Leibs	Cabin Fever Don't let a vacation home become the perfect place for your cash to get away.
Financial Planning March 1, 2005 Roccy DeFrancesco	Guarding the Fortress Protecting a wealthy client's marital home or personal residence isn't easy. Here are some options to explore.
AskMen.com Terence Channon	Tax Myths These common tax myths will only lead to time-consuming research, and perhaps a higher tax bill instead of a hefty return.
Investment Advisor April 2008 Gavin Morrissey	Up the Down Staircase A qualified personal residence trust can help clients benefit from a down real estate market.
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.