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The Motley Fool June 3, 2005 Roy Lewis	Tax Rules for Selling Mutual Funds What do you do when it's time to sell?
The Motley Fool December 6, 2004 Bill Mann	It's Tax-Loss Season, Y'all The tax clock for selling stock losers to match against winners expires December 31. So selling losers becomes a no-brainer, right? Not so fast.
The Motley Fool November 2, 2005	Capital Gains Rates If you haven't been paying attention, capital gains tax rates, which is what you pay on gains from the sale of stock (among other assets), are not the same as they were several years ago. Know what to expect when you sell those stocks.
The Motley Fool November 8, 2006 Dan Caplinger	Forget About Taxes! Don't let tax considerations stop you from making good investing decisions.
Financial Planning January 1, 2005 David Stein	Shopping for Tax Rates Investors who pay taxes as soon as possible end up with more money. It does require careful tax planning and management of trading costs, but the proactive value it can add to a client's aggregate investment portfolio makes it well worth considering.
The Motley Fool June 18, 2004	Should You Sell a Winner? What to do when your stock goes up too much.
Financial Planning October 1, 2009 Donald Jay Korn	The Tax Dance In 2009, year-end planning may be anything but straightforward because of the extraordinary events of 2008 and the uncertain prospects for future tax rates.
The Motley Fool January 15, 2010	Mutual Funds and Your Taxes How to account for what you buy and sell during the year.
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 November 29, 2005 Philip Durell	Profit From Your Losses Taxes are the bane of many an investor. Are you making the most of your losers?
The Motley Fool November 9, 2006	Capital Gains on Gifts How do capital gains work on stock received as a gift?
Registered Rep. May 1, 2004 Kevin McKinley	Taking the Ax Out of Tax An advisor knows a big payday is in the offing if he can prove himself indispensable in figuring out how to get the client the money he needs while helping him cut his tax bill when selling highly appreciated assests. A look at private annuity trusts.
The Motley Fool May 17, 2006	Vexed by Good Fortune What do you do when your stock soars? Hang on or sell? Here's some advice.
The Motley Fool July 21, 2006	Netting Your Gains and Losses How should you go about netting long-term and short-term capital gains and losses?
The Motley Fool December 14, 2004	Reconciling Capital Gains and Losses Here's how to offset your gains with your losses on your tax return.
BusinessWeek December 4, 2006 Lauren Young	Taking Stock Of Taxes Fund investors, beware of capital gains
Financial Planning December 1, 2005 Michael Provine	A Healthy Harvest Selling losing positions to offset capital gains and ordinary income is the single most effective way to reduce the tax liability in a client's portfolio.
Registered Rep. August 1, 2005 Daniels, Leibell & Prince	Beyond Baseball Cards Collectibles such as art, antiques, jewelry, stamps, coins and automobiles can constitute a significant portion of the estate of a wealthy individual. Often -- and unfortunately -- advisors fail to focus adequate attention on planning for these important assets.
Registered Rep. January 12, 2011 Douglas Moore	Tax Law Changes To Plan For In 2011 and 2012 Here's a general overview of some the issues that should be discussed with clients.
The Motley Fool April 13, 2007 Selena Maranjian	Should You Sell a Winner? What should investors do with a stock that skyrockets before you planned to sell?
Commercial Investment Real Estate Nov/Dec 2005 Chuck Wise	End-Game Strategies Most commercial real estate investors are clear on the benefits of owning income property, but many underestimate the importance of creating an end-game strategy for the timely and favorable disposition of their assets. Here's how commercial real estate professionals can help.
The Motley Fool October 1, 2004	Accounting for Inherited Stock There's a big difference, taxwise, between inheritances and gifts.
The Motley Fool August 10, 2007 Tim Beyers	Speaking Mathanese: Investment Income The taxman cometh. Do you know what you owe? Sharpen your pencils. In this installment of Mathanese we tackle tax-loss selling, short-term gains and long-term gains.
Financial Planning January 1, 2007 David Grau	The Impact of Taxes When it comes to taxes, financial services practice succession isn't always well planned. What you don't know can hurt you, at the worst possible time.
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.
Investment Advisor December 2006 Susan L. Hirshman	Gifts That Keep Giving Do you know what your clients' year-end gifting plans are? If not, now is an excellent time to approach the subject of charitable gifting with each of your affluent clients.
On Wall Street December 1, 2009 Bill Fleming	Markets Are Up and It's Time to Sell Now that the markets have started to show some signs of life, it's safe -- prudent even -- to revisit your clients' portfolios and start thinking about gains.
On Wall Street September 1, 2010 Chertavian & Pruitt	Gaining From Your Losses Without Inflicting Costs Loss harvesting cab be an important tool which enables advisors to add to a client's after-tax returns.
The Motley Fool January 11, 2005	Calculating Capital Gains Calculate your gains correctly, and you can save hundreds in taxes.
The Motley Fool August 15, 2007 Tim Beyers	Speaking Mathanese: Investment Losses In this installment of Speaking Mathanese we discuss the best way to handle investment losses. First rule: Don't give Uncle Sam a handout.
The Motley Fool October 27, 2006 Dan Caplinger	ETFs Can Be Taxing Watch out for tax pitfalls when investing in exchange-traded funds.
The Motley Fool December 3, 2008 Dan Caplinger	The January Effect Won't Save You If you're looking forward to the New Year to bring your portfolio a much-needed relief rally, prepare to be disappointed.
The Motley Fool July 21, 2006 Roy Lewis	Tax Your Shorts Before you short a stock, know the tax rules involved.
The Motley Fool January 3, 2007	Inherited Stock and Taxes How do you account for inherited stocks, for tax purposes?
Financial Advisor June 2005 Timothy Kochis	Letting Go Helping clients overcome financial and emotional barriers to diversifying concentrated stock positions.
The Motley Fool July 25, 2007 Tim Beyers	Speaking Mathanese: Tax-Loss Selling In this weekly segment of "Speaking Mathanese," tax-loss selling is discussed.
The Motley Fool January 5, 2010 Dan Caplinger	Don't Let This Destroy Your Financial Future How to lessen the tax man's sting.
Investment Advisor January 2006 Robert Breshock	The Tax Advisor: The Case for Loss Harvesting Tax loss harvesting is still underutilized by separate account managers. When evaluating managers for tax management or loss harvesting prowess, financial planners should look for managers who have made it a central part of their process.
Commercial Investment Real Estate Nov/Dec 2006 McCready et al.	A PAT Answer Upon the sale of highly appreciated commercial real estate assets, investors must decide whether to pay the capital gains taxes that are due or use a method to defer the taxes. Private annuity trusts offer one approach to tax deferral.
BusinessWeek November 1, 2004 Young & Woolley	Making the Most of Your Losses Your portfolio's ailing stocks can help trim your tax bill -- with this simple strategy. Sell your losers to generate tax losses that can offset any gains you've taken or plan to take. But there are some caveats.
Financial Planning June 1, 2011 Donald Jay Korn	Basis Training To help close the capital gains tax gap, lawmakers in 2008 approved new reporting requirements for brokers and other financial institutions. Starting this year, those firms must report the adjusted cost basis of securities that were sold, and also indicate whether the trade was short or long term.
The Motley Fool April 8, 2008 Sham Gad	How the IRS Makes You a Better Investor Taking a look at your Schedule D tax forms could give great insight into your investing habits.
Financial Planning October 1, 2005 Garrett Thornburg	The Fair Tax The estate tax is up for reform (or repeal) in the Senate, leaving planners and advisers with a daunting dilemma. Is there a smarter, more equitable way to think about estate taxes?
Financial Planning June 1, 2005 Jim Grote	Errors of Construction When setting up charitable remainder trusts, the devil is in the details. How CRTs go wrong gets incredibly complicated, which is reason enough for planners to tread carefully.
The Motley Fool September 3, 2004	Calculating Gains on Old Stock You may have to pay a bundle in taxes if you can't find your purchase price.
The Motley Fool January 14, 2010	6 Things Investors Should Know About Taxes Minimize the amount you have to pay on different types of investments.
Investment Advisor November 2006 Kathleen M. McBride	Equity Income Ingenuity The Goldman Sachs U.S. Equity Dividend and Premium Fund looks to provide a sustainable cash flow for extended lifespans.
Financial Advisor September 2006 Beck & Leibell	Life Insurance For Charitable Gifting The use of life insurance to make charitable gifts can be an effective and cost-efficient means of fulfilling charitable intentions without making a sizable donation while alive.
The Motley Fool February 8, 2008 Todd Wenning	Selling Stocks to Buy a House For first-time homebuyers without existing home equity, selling stocks is a common way to raise a down payment.
The Motley Fool November 26, 2007 Elizabeth Brokamp	Getting a Good Return If you are the unlucky recipient of some presents you'd really rather exchange, don't despair. Read on for some top tips for dealing with gift choices that went awry.