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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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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 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?
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.
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.
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.
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.
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.
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...
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.
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.
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.
Reason July 2004 Julian Sanchez	Flat-Tax Perspective Without reform, the relative tax burden borne by the American middle class could soon get heavier still thanks to the Alternative Minimum Tax.
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.
The Motley Fool February 1, 2008 Roy Lewis	4 Tips to Make Your Tax Season Easier Read on for some advice about rebates, patches, and audits to make your tax season a little less complicated.
The Motley Fool January 20, 2004 Selena Maranjian	Alternative Tax Nightmares If even IRS employees can't sufficiently comprehend our tax laws, what hope do we mere taxpayers have? Well, at least we have a Taxpayer Advocate.
Investment Advisor December 2007 Melanie Waddell	Deadline Looms for AMT Fix With a deadline to fix the Alternative Minimum Tax by year-end fast approaching, Congress is in a mad dash to find alternative sources of revenue to plug the hole that would be created if 25 million taxpayers were saved from the AMT.
Commercial Investment Real Estate Mar/Apr 2013 LaGroue & Barnhill	Taxing Changes Learn how new tax laws could affect real estate decisions.
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.
AFP eWire February 15, 2011	White House Again Proposes Cap on Charitable Deductions President Obama's FY2012 Budget includes a cap on itemized deductions, including charitable deductions, for high-income taxpayers to pay for an Alternative Minimum Tax fix.
Investment Advisor February 2008 James J. Green	Expansion of AMT Put Off A flurry of last-minute year-end legislative action by the first session of the 110th Congress included a bill that postpones by a year expansion of the alternative minimum tax to millions of taxpayers.
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.
The Motley Fool March 15, 2007 Dayana Yochim	Double-Check Your Taxes The little things can get you in trouble. Beware these common flubs. Missing Social Security numbers... Sloppy math... Ignoring the Alternative Minimum Tax... etc.
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.
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.
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 January 2007 Carol Tice	Take Note Two tax bills passed last year, bringing tax relief and new tax burdens for entrepreneurs. Here's a brief guide.
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 May 4, 2007 Selena Maranjian	Making Taxes Better Miss tax season? You can learn about taxes throughout the year!
The Motley Fool April 21, 2006 Roy Lewis	It's Always Tax Time! Leaving things to a tax pro at the end of the year is just fine. But that tax pro can't follow you around to help you with your daily financial, investment, and tax decisions. It's ultimately up to you to take some of the teeth out of your annual tax bite.
The Motley Fool December 28, 2007 Rich Smith	Snap! AMT Bites Tax Preparers Congress took even longer than usual fixing the alternative minimum tax this year; as a result, taxpayers must wait until February 11 to make their 2007 tax filings.
BusinessWeek April 18, 2005 Robert Kuttner	Beware A Sales Tax In The Name Of Simplicity Taxes on consumption in the U.S. would hurt the middle class and the poor.
Entrepreneur March 2007	Time For A Muni Makeover? Take a closer look at municipal bonds.
Investment Advisor November 2007 Melanie Waddell	On the Capitol Hill Agenda Going into the 2008 Presidential election year, Congress will be addressing the Alternative Minimum Tax and the estate tax, and 401(k) fee disclosure. Washington insiders say actions will be taken in all three areas.
Investment Advisor January 1, 2011 Melanie Waddell	New Year Will Likely Include New Tax Scheme Odds favor both House and Senate passage of bipartisan tax package.
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 March 2011 Eric L. Reiner	Biding Time The 2010 Tax Relief Act offers opportunities for clients and prolonged uncertainty for advisors.
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.
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.