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Financial Planning March 1, 2006 Ed Slott |
Sticker Shock Now that the IRS is charging more for private letter rulings, advisers need to be more careful when advising clients on IRA distributions. |
The Motley Fool February 16, 2007 Roy Lewis |
Missing Your W-2 Form? Here's what to do if your W-2 hasn't arrived yet. |
Entrepreneur December 2005 Joan Szabo |
Don't Mention It The IRS is providing a little relief with federal paperwork requirements - but along with it come some new requirements. |
The Motley Fool April 13, 2010 Selena Maranjian |
The Tax Deadline You Can't Afford to Miss Filing late won't exempt you from playing by the rules. |
The Motley Fool January 30, 2008 Roy Lewis |
Wash Sales and Your IRA Don't fall into a trap with your tax losses. A recent ruling shows that the IRS is paying close attention to wash-sale rules. |
Entrepreneur February 2005 Joan Szabo |
Here Comes Trouble The IRS scrutinizes the returns of entrepreneurs who may misclassify workers as independent contractors instead of employees. Here's how to avoid independent-contractor snags. |
Entrepreneur November 2004 Joan Szabo |
Electric Slide Switching to the the Electronic Federal Tax Payment System makes good tax sense for small businesses. |
Financial Planning May 1, 2007 Ed Slott |
She Said, They Said Can your financial advisory client actively participate in a company's retirement plan without being active in the plan? |
Registered Rep. April 1, 2005 Will Leitch |
IRAs and the IRS A recent clarification from the Internal Revenue Service could change the way clients fund their individual retirement accounts --- and may eventually cut into a rep's IRA-related fees. |
Financial Planning July 1, 2008 Ed Slott |
Saving a Stretch In a recent private letter ruling, the IRS allowed an IRA beneficiary to take distributions over her lifetime, even though she neglected to take the first two years' required minimum distributions (RMDs) from the inherited IRA. |
Investment Advisor February 2007 Les Witmer |
It's That Time Again Tips from the pros on this year's tax returns: Small Businesses: The New Form 944... Information Returns: Form 1099... Corporations: The Changing E-File Mandate... A New Refund: Telephone Excise Tax... etc. |
CFO December 1, 2011 David M. Katz |
A Loss of Independents? Regulators have rewritten the rules regarding the use of independent contractors, forcing companies to make hard choices - and possibly pay heavy fines. |
Financial Planning March 1, 2005 Ed Slott |
The IRA Imbroglio Most advisers haven't kept current on rules governing retirement distributions. Here are some for-instances. |
The Motley Fool May 13, 2005 Roy Lewis |
The New Roth 401(k) Is Here Can this new retirement plan help you? |
The Motley Fool February 13, 2004 Roy Lewis |
IRS: e-Everything! A visit to the IRS website can make your tax life a little bit easier. |
The Motley Fool December 21, 2004 Selena Maranjian |
Fed Up With Brokerage Fees? Are you being charged unnecessary fees on your retirement account? You can do better. |
Inc. November 2003 Nadine Heintz |
IRS Errors Snag Entrepreneurs Oops! The IRS misreads thousands of K-1s, to the chagrin of S corps and LLPs. |
The Motley Fool April 17, 2007 Roy Lewis |
I Can't Afford My Taxes! Some suggestions on what to do if you owe more than you expected. |
The Motley Fool January 9, 2004 Rich Smith |
The Plastic Paycheck Employers are in love with payroll cards, but employees are getting jilted. |
The Motley Fool March 22, 2007 Dan Caplinger |
Let the IRS Cut Your Tax Bill The offer-in-compromise program cuts some taxpayers a break. The program is designed to encourage taxpayers to continue to follow the tax laws, even when they're having financial difficulties. |
The Motley Fool March 13, 2007 Selena Maranjian |
Tax Time: Tips on Audits Know how to prepare yourself in case the IRS wants some questions answered. |
The Motley Fool March 8, 2007 Selena Maranjian |
Beware of Tax Scams Be careful -- and honest -- when you're filing your tax returns. |
Investment Advisor October 2009 Melanie Waddell |
Retirement Planning: Obama's Retirement Plan The Obama administration's plan to help Americans save more for retirement promotes small plan IRAs and putting tax refunds into savings bonds. |
Financial Planning November 1, 2009 Ed Slott |
Giving It Back A new IRS ruling can help some taxpayers put unwanted required minimum distributions (RMDs) back. |
Financial Planning January 1, 2005 Ed Slott |
Exceptional Flexibility New 72(t) rulings can help your financial advisory clients tap their retirement funds early-penalty-free. |
Financial Planning July 1, 2005 Ed Slott |
IRS Okays IRA Settlements The agency's new ruling solves one big problem. But the thorny issue of income taxes on attorneys' fees remains. |
The Motley Fool February 24, 2006 Roy Lewis |
The Electronic IRS The IRS is aggressively pushing to make more of its information available via the Internet. Here are a few highlights. |
Financial Planning January 1, 2006 Ed Slott |
Ending Annuity Scams The IRS is cracking down on undervaluing annuities to avoid taxes in Roth IRA conversions. |
The Motley Fool August 12, 2005 Roy Lewis |
When IRAs Meet Chapter 11 Does a recent Supreme Court ruling shield IRAs from bankruptcy creditors? A simple reading of the court's decision could suggest that IRAs get absolute bankruptcy protection -- but that's not the case. |
Registered Rep. March 1, 2008 Kevin McKinley |
Roth To The Rescue A Roth IRA can substantially reduce a retiree's tax bill. Here are three reasons people nearing retirement should put money into their Roth IRAs right now. |
Entrepreneur June 2003 Nichole L. Torres |
It's Classified Are your hired help really contractors rather than employees? If you don't get it right, you could face steep penalties. |
Financial Planning May 1, 2005 Ed Slott |
A Helping Hand A new IRS ruling highlights the problems of inheriting company retirement plans, particularly when the beneficiary is a young spouse. |
The Motley Fool May 27, 2005 Roy Lewis |
New Rules for Roth IRA Some changes in tax law will make it easier to move funds from a traditional IRA to a Roth. |
Investment Advisor August 2007 Les Witmer |
Closing the Gap How the IRS is improving compliance to close the tax gap. |
The Motley Fool September 7, 2005 Dayana Yochim |
What About My 401(k)? "One-size-fits-all" doesn't work for even the most straightforward money management conundrums. |
Registered Rep. April 16, 2014 Kevin McKinley |
RMDs: Take Out or Pay Up There may be several advantages for clients who wait to withdraw money from their retirement accounts -- up to a certain point. |
Entrepreneur September 2006 Mark Henricks |
Nest Egg Nudge Add value to your business with an employee retirement plan. |
The Motley Fool April 15, 2011 Dan Caplinger |
Why You Must Get a Tax Extension This Year Roth conversion rules argue for getting an extension even if you don't need it. |
The Motley Fool June 7, 2005 Tim Hanson |
Hasta La Vista, 1040 Uncle Sam considers return-free tax filing. Although this debate is in the very early stages, preparers such as H&R Block and Jackson Hewitt have generally opposed any return-free plan, fearing it would adversely affect their businesses. |
The Motley Fool March 27, 2007 Selena Maranjian |
Tax Tip Grab Bag Here are a few more tax tips that may come in handy. Extend early... If you can't pay right now, you have options... etc. |
The Motley Fool May 17, 2004 |
How Roth IRAs Work Learn the difference between traditional and Roth IRAs. |
The Motley Fool April 12, 2010 Dan Caplinger |
The Key Decision You Must Make This Week Which kind of IRA should you open? |
Financial Planning March 1, 2012 Ed Slott |
Skirting an IRA Pitfall Because of an agreement they signed with their brokers, some IRA owners may unknowingly be vulnerable to having their whole account taxed. |
The Motley Fool February 20, 2004 Roy Lewis |
Tax Scams and Frauds As the saying goes, if it sounds too good to be true, it usually is. That's the case with scams that seem to show up around tax-filing season. Here are some of the biggies to look out for this year. |
Commercial Investment Real Estate Jan/Feb 2015 Mary Stark-Hood |
2015 Tax Law Changes As individuals and companies plan for 2015, certain tax issues must be considered in personal and business financial planning. Here is a summary of changes to benefit plan contributions. |
Food Processing May 2013 Cameron & Ritter |
Food Manufacturers: Are You Prepared for the Patient Protection and Affordable Care Act? Given the complexities and tax consequences of the PPACA, employers need to keep the new health care law top of mind. |
Managed Care June 2007 |
Employers Gear up for More Employee Health Management Employers have a clear interest in expanding initiatives to help workers manage their personal health effectively, according to a survey. |
The Motley Fool June 23, 2006 Dan Caplinger |
Retirement Planning for Small-Business Owners Business owners are uniquely placed to take advantage of some retirement-plan options that most employees don't get to choose from. |
The Motley Fool October 31, 2006 Dan Caplinger |
Should You Convert Your IRA? New rules may make switching to a Roth IRA your best move. |
Commercial Investment Real Estate Jan/Feb 2007 Daniel Cordoba |
Considering Commercial Property Investments with an IRA Having a specialized knowledge of commercial real estate inventory possibilities and ideas for creatively funding investment projects can set you apart as a broker, financial planner, or lender. |