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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. mark for My Articles similar articles
Financial Planning
July 1, 2005
Julian Block
Making Amends Nearly 4 million Americans will file an amended tax return this year. Your financial planning clients might be among them. Here are some filing tips. mark for My Articles similar articles
The Motley Fool
September 30, 2005
Roy Lewis
Tax Shelter From the Storm Hurricane survivors get further help from the IRS. The Katrina Emergency Tax Relief Act contains tax breaks not only for victims and their families, but also for those assisting and contributing to the relief operations. Here's a brief overview of some of the major provisions. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
AFP eWire
September 8, 2009
Ten Tips for Taxpayers Making Charitable Donations Here are the top ten things the IRS wants every taxpayer to know before deducting charitable donations. mark for My Articles similar articles
Financial Planning
August 1, 2005
Julian Block
Betting It All If financial advisory clients don't keep track of their gambling winnings and losses, it's Uncle Sam who hits the jackpot at tax time. mark for My Articles similar articles
Financial Advisor
October 2005
Karen DeMasters
Rethinking That Beachfront Property Every financial advisor needs to ask clients if they have the energy to deal with coastal property. There are more than strict financial considerations to look at when contemplating investing in an oceanfront property. mark for My Articles similar articles
The Motley Fool
December 18, 2006
Brian Lawler
Nice: No Hurricanes Thankfully, we experienced nice weather in 2006. After the unprecedented losses incurred in 2005, almost anything would have been better for insurers this year. Investors, take note. mark for My Articles similar articles
Registered Rep.
August 13, 2009
David A. Geracioti
IRS Begins Mailing Refunds To Madoff Victims There is a provision in the tax code that allows Ponzi victims to deduct 95 percent of their net investment losses the year the theft is discovered. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
September 2, 2005
Roy Lewis
Deadlines Extended for Katrina Victims For affected taxpayers, Sept. 15 filings are now due Oct. 31. mark for My Articles similar articles
AskMen.com
Michael Estrin
8 Tax Tips Here are a few deductions and credits the average Joe doesn't know, but should. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
September 9, 2005
Roy Lewis
Keep More of Your Losses Learn how to maximize deductions for losses from variable annuities. mark for My Articles similar articles
The Motley Fool
March 1, 2007
Selena Maranjian
Your Taxes, Above and Below the Line There's a concept that's lost on many people -- that not all deductions have the same value. mark for My Articles similar articles
The Motley Fool
January 21, 2005
Roy Lewis
Keep an Eye on Your Taxes Here are a few short items of general interest to many taxpayers. mark for My Articles similar articles
AskMen.com
Michael Estrin
8 More Tax Tips Spending a few hours on your taxes can be well worth your time. Don't overlook these deduction possibilities: sales taxes, non-cash donations, IRA contributions, worthless stock, miscellaneous deductions, FICA overpayment, amended returns, and casualty deductions. mark for My Articles similar articles
The Motley Fool
September 16, 2005
Roy Lewis
Deduct While You Can For a limited time, you could save big with sales tax deductions. mark for My Articles similar articles
The Motley Fool
November 19, 2004
Roy Lewis
How to Deal With Annuities' Losses When cashing out, there are several tax issues to keep in mind. mark for My Articles similar articles
The Motley Fool
March 3, 2006
Roy Lewis
Save Tax Dollars Now! There are a whole lot of lines on your tax return. Have you researched every last one, making sure you're taking advantage of all the legal ways you can cut your tax bill? Here's how to spot the deductions and credits most taxpayers miss. mark for My Articles similar articles
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. mark for My Articles similar articles
AskMen.com
Dan Carter
8 Worthwhile Tax Deductions You Don't Know About Using itemized tax deductions to your benefit. mark for My Articles similar articles
Foundation News & Commentary
Nov/Dec 2005
Kelly Shipp Simone
Legal FAQs on Disaster Grantmaking Qualified disasters offer corporate grantmakers flexibility in response -- within legal parameters. Here are some. mark for My Articles similar articles
The Motley Fool
September 15, 2006
Roy Lewis
Death to Itemized Deductions! Taxpayers, if your income is above the limit, you'll lose your grip on some of your itemized deductions. Don't be caught by surprise. mark for My Articles similar articles
The Motley Fool
December 9, 2005
The Income Tax Process, Explained It does take a while to do (it's estimated that upwards of 30 hours is required to complete Form 1040 and Schedules A, B, C, and D), but it isn't brain surgery. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
May 2009
David A. Lifson
After the Fraud Victims of Madoff's Ponzi scheme have probably paid taxes on earnings they never had. Here are tips for recovering some of that money. mark for My Articles similar articles
The Motley Fool
January 16, 2007
Dayana Yochim
Sort Your Tax Paperwork Instantly Financial organization can cost you thousands of dollars a year. Don't let the dollars slip through your fingers this year when you file your taxes. mark for My Articles similar articles
The Motley Fool
March 4, 2005
Roy Lewis
How to Save More Money on Taxes Here are tax deductions that can be easily overlooked. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
January 20, 2010
How to Prevent a Tax Disaster Let this simple three-folder system work for you. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Entrepreneur
December 2002
Joan Szabo
Get Your Tax Straight All the last-minute financial secrets a small business needs to get out from under some of that tax burden before 2002 comes to a close. mark for My Articles similar articles
Financial Planning
May 1, 2005
Julian Block
The Retirement Tax Here's how to calculate the tab for those who receive Social Security benefits-and for those who pay them. mark for My Articles similar articles
The Motley Fool
November 26, 2007
Dan Caplinger
4 Ways to Cut Your Taxes Now Act now with these end-of-year tax tips to pay less next April. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
October 2004
Michael E. Kitces
New IRS Guidance On Car Donations When IRS Publication 4303 is followed correctly, you (or the client you advise) can be confident in your tax deduction---and mistakes will virtually ensure that an IRS audit will be an even more unpleasant experience than it already is. mark for My Articles similar articles
Inc.
March 2006
Amy Feldman
Inc.'s Annual Spectaxular From new deductions for manufacturers to how to pay yourself, here are 10 ways to cut your tax bill -- without raising the suspicions of the IRS. mark for My Articles similar articles
The Motley Fool
July 14, 2006
Roy Lewis
Buy a Home, Save on Taxes We've all heard it before: Buy a home and save a ton of money on your income taxes! While it may sound enticing, it's not always true -- or at least, not as true as some would have you believe. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
March 19, 2007
Mary Dalrymple
Cut Your Taxes With Good Deeds Know the tax rules for how to cash in when you give away your stuff. mark for My Articles similar articles
AFP eWire
November 21, 2005
U.S. Senate Passes Tax Reconciliation Bill Containing Giving Incentives and New Taxes on Certain Contributions In general, the Senate bill appears to be a mixed bag for the sector, containing a number of provisions that appear likely to boost charitable giving. mark for My Articles similar articles
AskMen.com
Ross Bonander
New Tax Laws For 2009 Taxpayers should pay special attention to tax-law changes, as they can directly affect how much money is kept out of Uncle Sam's hands. mark for My Articles similar articles
The Motley Fool
November 28, 2006
Dan Caplinger
Double Up on Deductions Make the most of your tax-deductible expenses. mark for My Articles similar articles
The Motley Fool
January 18, 2007
Roy Lewis
No Early Filing for Some Taxpayers Changes made late in the year may affect your tax filing. Where is the hang-up? The state and local sales tax deduction... The higher education tuition and fees deduction... The qualified educator deduction... mark for My Articles similar articles
AFP eWire
October 17, 2005
President Signs Katrina Giving Measures The president has signed into law new charitable giving provisions as part of a Hurricane Katrina tax package designed to encourage giving both to relief organizations and charities overall. mark for My Articles similar articles