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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.
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.
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.
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.
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.
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.
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.
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.
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.
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 September 2006 Carol Tice	Steer Clear How you can avoid paying the Alternative Minimum Tax now and later.
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.
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.
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.
Entrepreneur March 2008 Scott Bernard Nelson	Escape the AMT Trap The AMT is in limbo, but you don't have to be. Start planning now to avoid tax season surprises.
Financial Planning July 1, 2005 Alison L. McConnell	The Muni Market Demand for private-activity bonds could rise if Congress approves legislation that would repeal the individual alternative minimum tax.
Investment Advisor October 2005 Kathleen M. McBride	Relief Pitcher How do you spell relief from the alternative minimum tax? Try the Fidelity Tax-Free Bond Fund, a fund that provides strong returns largely free of the AMT heartburn.
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 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?
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.
Salon.com April 18, 2001 Damien Cave & Amy Standen	Death to the AMT! Silicon Valley gets political as an obscure tax clause strikes deep at the wallets of the rich and the middle class...
BusinessWeek February 16, 2004 Toddi Gutner	Those "Tax-Free" Munis: Look Again The AMT disallows tax-free interest when the bond is deemed to be financing for a "private activity," not for the public weal. While issued by a public agency, they may actually support a private-sector activity.
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 February 8, 2007 Dan Caplinger	Make the Most of Stock Options: Taxes Stock options can be beneficial to both employees and their employers. In determining the best way to use your options, however, you have to understand the way they're treated for tax purposes.
Financial Planning May 1, 2006 Stuart Bromberg	The Muni Option Municipal bonds and bond funds are still reasonably cheap and offer tax-free ballast to diversify a portfolio. But when advising clients about municipal bonds, it's important to assess whether the investors could be subject to the alternative minimum tax.
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.
Financial Planning June 1, 2006 John Nersesian	Weigh Your Options Employee stock options are difficult to understand. Clients need your help to manage them effectively. Advisers who develop expertise in this area can attract and retain significant relationships with executives.
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 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?
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.
Financial Advisor April 2005 Bruce W. Fraser	Taking Stock of Options For financial advisors and clients alike, the big questions have always been when and how to exercise options. Timing is everything for realizing gains and avoiding tax liabilities.
Financial Advisor October 2007 Eric L. Reiner	Shifting Winds Year-end planning straddles the tax code's moving parts.
CFO August 1, 2007 Marie Leone	Lessons in Sitting Pretty Many "paper millionaires" understand less about their stock options than they think.
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.
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.
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.
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.
Inc. December 2004 Jonathan Sprague	Closing the Books It's time to settle accounts for 2004 -- and prepare for a fruitful 2005. Here are three ways to get the most out of the annual end-of-the-year bookkeeping scramble.
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.
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.
Entrepreneur March 2007	Time For A Muni Makeover? Take a closer look at municipal bonds.
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.
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.
Registered Rep. May 1, 2004 Susan L. Hirshman	Budget Some Time There's no doubt that some proposed tax measures will result in bona fide financial planning opportunities for clients. As the political debate wages in Washington, take a little time to prepare. Clients will be thankful come October.
Financial Advisor October 2009 Eric L. Reiner	Up, Up And Away With tax rates likely to rise, traditional approaches are being revisited.
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 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.
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?
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.
The Motley Fool January 13, 2010	Lower Taxes Are Always in Season What you can do now to reduce your taxes.