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The Motley Fool
December 11, 2006
Mary Dalrymple
Tax Presents Under the Tree Among its last acts before heading home to spend the holidays with family and friends, Congress finally reinstated some popular tax breaks that had expired almost a year ago. mark for My Articles similar articles
Financial Advisor
July 2010
Dalton & Dalton
The College Game Affluent families who want to fund college expenses without ruining retirement can take steps that may position them for financial aid. mark for My Articles similar articles
Entrepreneur
December 2006
Enrollment Fee Pitfalls to avoid when setting up a college fund. mark for My Articles similar articles
Registered Rep.
March 19, 2012
Lynn O'Shaughnessy
The Risks of Independence When parents realize that they haven't saved nearly enough money for college, some of them start wondering how their college-bound teenagers could qualify as independent students. mark for My Articles similar articles
The Motley Fool
January 12, 2007
Mary Dalrymple
A Game of Tax Deduction Twister Your forms could be quite a bit more complicated this year. mark for My Articles similar articles
Financial Planning
August 1, 2009
Donald Jay Korn
College Panic Many of your clients with teenage children may be feeling the college panic about now. They are looking at diminished net worths and an uncertain job market and economy mark for My Articles similar articles
The Motley Fool
January 14, 2005
Roy Lewis
The Truth About Tax Deductions Much ado has been made about the new sales tax deduction. Much of the information disseminated has been false or misleading. Let's take a few minutes to review this new deduction in order to separate fact from fiction. mark for My Articles similar articles
The Motley Fool
December 15, 2006
Roy Lewis
A Holiday Gift for Taxpayers Congress has some seasonal tax goodies for you. Here are the highlights. mark for My Articles similar articles
The Motley Fool
July 7, 2007
Elizabeth Brokamp
5 Easy Ways to Save on Taxes There are more ways than you think to keep Uncle Sam's paws off your hard-earned cash. 1. Take advantage of perks at work... 2. Be cool; stay in school... etc. mark for My Articles similar articles
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
The Motley Fool
March 3, 2011
Selena Maranjian
Don't Miss Out on These Tax Breaks! Why pay Uncle Sam more than you have to? mark for My Articles similar articles
The Motley Fool
February 13, 2007
Mary Dalrymple
Automatic College Savings What kind of educational benefits do you get at work? An automatic 529 payroll deduction could be as helpful as an automatic retirement savings program, like a 401(k). 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
Registered Rep.
March 14, 2013
Kevin McKinley
Deductible Me Help clients understand how to get all the tax deductions they are entitled to, including home, health and education, and possibly even the fees they pay to you. mark for My Articles similar articles
The Motley Fool
November 28, 2006
Mary Dalrymple
College Savings Math It's certainly not getting any cheaper to send the kids to college, but there's some good news for parents trying to build a college savings account. The expenses charged by state-sponsored 529 college savings plans have been falling. 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
December 12, 2007
Mary Dalrymple
A College Deadline You Don't Want to Miss Don't forget about starting a 529 college savings plan. There could be year-end tax benefits. mark for My Articles similar articles
Commercial Investment Real Estate
Jan/Feb 2004
Feuerstein & Marsden
Plan Now, Save Later Follow these tax planning tips to reduce this year's business taxes. 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
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
December 31, 2004
Roy Lewis
Ring In the Tax Changes! Here are just a few of the changes taking place for the 2004 and future tax years. Make sure that you know about all of them before even attempting to prepare your 2004 tax return. 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
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
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
The Motley Fool
February 8, 2010
Selena Maranjian
Critical Tax Benefits You Should Know About Being tax-smart can make you cash-richer. Here are a few new rules (and little-known numbers) to watch for. mark for My Articles similar articles
Financial Advisor
September 2005
Marla Brill
The Tuition Test A wrong decision on paying for college can cost you in taxes or lost aid. mark for My Articles similar articles
PC World
May 30, 2001
Frank Thorsberg
How Big Is Your Slice of the Tax-Cut Pie? Intuit's free online calculator estimates your tax savings over the next ten years... mark for My Articles similar articles
Financial Planning
July 1, 2010
Donald Jay Korn
All in the Family Advisors should start talking with clients now about shifting income from higher-bracket to lower-bracket family members. Possible strategies include hiring children or even retired parents in a business, or transferring assets to these individuals. 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
February 13, 2007
Dan Caplinger
Let the IRS Pay for Day Care As a parent, it would be nice to find coverage for all of your child care expenses. Still, these tax incentives' savings can repay a significant fraction of day care costs. mark for My Articles similar articles
Registered Rep.
October 21, 2015
Lynn O'Shaughnessy
An Important Change in Financial Aid What President Obama did by signing an executive order in September to make two seemingly simple changes to the FAFSA process can potentially reap huge benefits to your families with college applicants. mark for My Articles similar articles
Financial Planning
August 1, 2010
Donald Jay Korn
Borrowing Trouble When conversations about college affordability take place, planners may be able to introduce some realities into the discussion. mark for My Articles similar articles
The Motley Fool
February 12, 2010
Dan Caplinger
4 Can't-Miss Tax-Saving Tips Save thousands with the right advice. mark for My Articles similar articles
The Motley Fool
March 19, 2004
Roy Lewis
Buy a Home, Not a Deduction Tax-deductible mortgage interest may not lower your tax bill as much as you think. mark for My Articles similar articles
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? mark for My Articles similar articles
Registered Rep.
March 25, 2015
Kevin McKinley
The Pitfalls and Perils of 529 Withdrawals Here is what you and your clients need to know about using 529 funds for higher education (and other) expenses. mark for My Articles similar articles
Bank Systems & Technology
July 15, 2009
Katherine Burger
PNC Bank Introduces Virtual Wallet Student Based on year-old Virtual Wallet offering, tool is designed to empower students to better manage their money. mark for My Articles similar articles
The Motley Fool
March 20, 2007
Dan Caplinger
Get a $1,400 Tax Cut Don't put off your taxes any longer. Get the tax savings you deserve by opening an IRA today. Taking the first step toward retirement security can make you richer right now. mark for My Articles similar articles
Financial Advisor
July 2005
Marla Brill
Should You Put Your Clients In 529 Plans? Section 529 savings plans have proven to be a popular way to help meet the king's ransom required to fund a college education. But recent investigations by industry and government regulators have raised concerns about their future. 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
June 23, 2006
Roy Lewis
Profit From Your Children Take full advantage of the tax benefits dependents provide. Here's how. mark for My Articles similar articles
The Motley Fool
July 18, 2006
Dan Caplinger
Get Your Kids to College: 529 Plans With 529 plans, local isn't always better. Unfortunately, both plans and state laws related to them vary so much that it's impossible to generalize about which plan is best. mark for My Articles similar articles
Registered Rep.
September 16, 2013
Lynn O'Shaughnessy
The Real Costs of College A net price calculator allows clients to look beyond sticker prices to focus on the only price that matters to a mom and dad: the price they'll pay for their child to attend college. mark for My Articles similar articles
Financial Advisor
January 2012
Jerilyn Klein Bier
College Crunch Advisors should start asking clients where their kids may want to attend college when the kids are high school freshmen or even in middle school, says Mazareas. There's a lot to talk about. mark for My Articles similar articles
The Motley Fool
September 20, 2006
Dan Caplinger
Don't Defer Paying Tax: Part 1 As an investor, you will no doubt have many people tell you that you should do whatever you can to avoid paying taxes now. Although this line of thought seems intuitively correct, it does not always give the best results. mark for My Articles similar articles
The Motley Fool
March 30, 2011
Selena Maranjian
Vital Tax Tips for the Unemployed If you're looking for work, this advice could save you money. mark for My Articles similar articles
Registered Rep.
November 17, 2010
Kevin McKinley
Ways to Maximize Clients' 529 Funds Here's how your clients can maximize the funds they net from 529 withdrawals made in the most common scenarios. mark for My Articles similar articles
BusinessWeek
December 4, 2006
Aaron Pressman
Don't Wait Till April The end of the `06 tax year is upon us, so it's time to put your house in order. Here's a list of five places to start. 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
Registered Rep.
September 1, 2004
Kevin McKinley
Running Through the Ribbon The following strategies will ensure financial advisors' clients have enough money to get Junior to the end of his senior year of college. mark for My Articles similar articles