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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. |
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. |
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. |
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. |
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? |
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. |
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. |
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. |
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. |
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. |
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. |
The Motley Fool September 2, 2005 Roy Lewis |
Deadlines Extended for Katrina Victims For affected taxpayers, Sept. 15 filings are now due Oct. 31. |
AskMen.com Michael Estrin |
8 Tax Tips Here are a few deductions and credits the average Joe doesn't know, but should. |
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 September 9, 2005 Roy Lewis |
Keep More of Your Losses Learn how to maximize deductions for losses from variable annuities. |
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. |
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. |
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. |
The Motley Fool September 16, 2005 Roy Lewis |
Deduct While You Can For a limited time, you could save big with sales tax deductions. |
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. |
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. |
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. |
AskMen.com Dan Carter |
8 Worthwhile Tax Deductions You Don't Know About Using itemized tax deductions to your benefit. |
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. |
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. |
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. |
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. |
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. |
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. |
The Motley Fool March 4, 2005 Roy Lewis |
How to Save More Money on Taxes Here are tax deductions that can be easily overlooked. |
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. |
The Motley Fool January 20, 2010 |
How to Prevent a Tax Disaster Let this simple three-folder system work for you. |
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 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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
The Motley Fool November 28, 2006 Dan Caplinger |
Double Up on Deductions Make the most of your tax-deductible expenses. |
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... |
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. |