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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. |
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. |
Entrepreneur December 2006 |
Enrollment Fee Pitfalls to avoid when setting up a college fund. |
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. |
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. |
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 |
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. |
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. |
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. |
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. |
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? |
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). |
The Motley Fool March 4, 2005 Roy Lewis |
How to Save More Money on Taxes Here are tax deductions that can be easily overlooked. |
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. |
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. |
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 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. |
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. |
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. |
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 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. |
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 November 5, 2004 Roy Lewis |
Are Your Taxes Ready for 2005? Here are some tips to consider while preparing for the new year. |
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. |
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. |
Financial Advisor September 2005 Marla Brill |
The Tuition Test A wrong decision on paying for college can cost you in taxes or lost aid. |
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... |
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. |
The Motley Fool November 28, 2006 Dan Caplinger |
Double Up on Deductions Make the most of your tax-deductible expenses. |
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. |
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. |
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. |
The Motley Fool February 12, 2010 Dan Caplinger |
4 Can't-Miss Tax-Saving Tips Save thousands with the right advice. |
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. |
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? |
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. |
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. |
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. |
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. |
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 June 23, 2006 Roy Lewis |
Profit From Your Children Take full advantage of the tax benefits dependents provide. Here's how. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |