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The Motley Fool
January 29, 2007
Mary Dalrymple |
Tax Delays for Investors Some of your broker's tax information may come late this year. The delay should reduce the number of corrected forms, but it may not eliminate them entirely. So be on the lookout for corrections arriving in your mailbox.   |
The Motley Fool
January 31, 2007
Dan Caplinger |
Don't Jump the Gun Those tax statements you're about to get might be wrong. When it comes to tax forms and doing your taxes, it pays not to jump the gun. |
Financial Advisor
February 2012
Eric L. Reiner |
Putting 2011 Taxes To Bed Advisors can lower clients' stress by understanding the newest forms and rules. |
The Motley Fool
January 26, 2007
Roy Lewis |
Procrastinators, Rejoice! If you wait until the last minute to file your tax return, you've just been granted another day to delay. |
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
March 28, 2005
Mathew Emmert |
Tax Tips for Income Investors Knowing the drill come tax time can put money in your pocket and alleviate hassles. |
Registered Rep.
January 31, 2007
Kristen French |
B/D Firms Delay 1099s--Again Many investors will be receiving late 1099 tax forms this year. At least five financial firms are delaying the mailing of 1099s to clients in order to minimize the kinds of errors that have forced them to send out revised forms in recent years. |
Financial Advisor
October 2007
Eric L. Reiner |
Shifting Winds Year-end planning straddles the tax code's moving parts. |
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. |
Financial Planning
June 1, 2011
Donald Jay Korn |
Basis Training To help close the capital gains tax gap, lawmakers in 2008 approved new reporting requirements for brokers and other financial institutions. Starting this year, those firms must report the adjusted cost basis of securities that were sold, and also indicate whether the trade was short or long term. |
On Wall Street
August 1, 2009
Bill Fleming |
Bank Account Xenophobia: U.S. Reporting of Foreign Accounts The foreign account filing form and instructions were extensively revised late last year. The new instructions caused so much confusion that the IRS posted a series of questions and answers on its website in May. |
The Motley Fool
January 7, 2005
Roy Lewis |
Tangled in Tax Records? You've got forms and reports everywhere. What should you keep? |
The Motley Fool
January 27, 2006
Roy Lewis |
Prepare to Prepare! Here's what you'll need to do this year's taxes: Investment records... Retirement accounts... Family and home... Charity and miscellaneous... Keep everything!... |
The Motley Fool
January 20, 2010 |
How to Prevent a Tax Disaster Let this simple three-folder system work for you. |
The Motley Fool
December 12, 2006
Mary Dalrymple |
Tax Refund Delays Ahead Late tax law changes may delay refunds for very early filers. |
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... |
The Motley Fool
January 16, 2004
Roy Lewis |
Paperwork for Tax Preparation The IRS has your information, and will make sure you include it on your return. |
The Motley Fool
December 6, 2006
Dan Caplinger |
How Many Taxes Can There Be? In considering the appropriate strategies to manage your taxes, you have to take these taxes into account: States and their income taxes... If it's a tax, it can't be simple... etc. |
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
April 17, 2007
Roy Lewis |
Extension, Anyone? Good morning! Welcome to the Last Day. The last day for you to file your income tax return, that is. If properly completed, Form 4868 will allow you an automatic six-month extension. |
PC Magazine
February 14, 2007
John R. Quain |
Taxing Choices Filing online makes tax time less onerous (though nothing can actually make it exciting). We tested three popular online services to see which to excise and which earn our credits. |
The Motley Fool
September 2, 2005
Roy Lewis |
Deadlines Extended for Katrina Victims For affected taxpayers, Sept. 15 filings are now due Oct. 31. |
The Motley Fool
June 30, 2006
Roy Lewis |
The Cost Basis Crisis The IRS and taxpayers struggle with one of the peskiest aspects of stock sales. Will a change in the rules require your broker to reconstruct your portfolio with respect to cost basis? |
Financial Planning
December 1, 2011
Brian Keil |
Cost Basis Pointers Vast changes to cost basis reporting rules are set to go live in 2012. These changes will challenge - and possibly cause headaches for - advisors and their clients. |
The Motley Fool
July 1, 2005 |
Keep Those Records for Tax Time! It's not mid-April, but you still have tax work to do. |
The Motley Fool
April 12, 2004
Roy Lewis |
Extension, Anyone? You can avoid penalties even if you can't file your taxes by April 15. |
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 13, 2010
Selena Maranjian |
The Tax Deadline You Can't Afford to Miss Filing late won't exempt you from playing by the rules. |
The Motley Fool
April 10, 2007
Mary Dalrymple |
Don't Let Tax Panic Rule Your World Here are some last-minute tax reminders for the procrastinators among us. |
The Motley Fool
October 16, 2006
Zoe Van Schyndel |
Tax-Efficient Investing Strategies Don't get so carried away in the quest to avoid paying taxes that you skip good returns solely for a reduced tax bill. It may seem attractive to eliminate taxes altogether, but for most investors, taxes are inevitable. Manage them wisely. |
Registered Rep.
February 2, 2006
Kristen French |
Brokers Learning to Play by New Rules It's no longer business as usual on Wall Street. Starting yesterday, broker/dealers must follow a new SEC rule that requires them to disclose at certain times that they may not be acting in their clients' best interest. |
Investment Advisor
May 2007
Les Witmer |
For Tax Exempts, Big Tax Changes As filing season winds down this month, tax practitioners (and financial advisors who work with practitioners on behalf of their clients) can breathe easier, but only for a moment. The Pension Protection Act prompts new IRS filing requirements. |
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
March 14, 2011
Selena Maranjian |
7 Things You Don't Know About Taxes The right moves could mean the difference between money wasted and money saved. |
The Motley Fool
March 8, 2007
Dan Caplinger |
Are You Ready for April? Even though you still have plenty of time before taxes are due, take a few minutes now to go over your tax materials and make sure you have everything you need. Come mid-April, you'll be glad you did. |
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
December 1, 2006
Roy Lewis |
Looking Back, Looking Forward Here are just a few of the many tax provisions recently signed into law. You still have time to take maximum advantage of those provisions put in place for 2006, and more than enough time to plan your taxes for 2007. |
Investment Advisor
February 2007
Les Witmer |
It's That Time Again Tips from the pros on this year's tax returns: Small Businesses: The New Form 944... Information Returns: Form 1099... Corporations: The Changing E-File Mandate... A New Refund: Telephone Excise Tax... etc. |
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. |
The Motley Fool
January 26, 2009
Dayana Yochim |
Are You Overpaying the IRS? This simple organizational system will save you money on your taxes. |
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. |
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. |
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
January 21, 2005
Roy Lewis |
Keep an Eye on Your Taxes Here are a few short items of general interest to many taxpayers. |
Registered Rep.
January 1, 2003
Gaffen & Geracioti |
The Future of the Industry The broker has to be a person who can handle every aspect of a client's financial life. The broker must evolve into a kind of chief financial officer for the client -- managing everything from investments to insurance to estate planning to mortgage banking. |
The Motley Fool
January 5, 2007
Selena Maranjian |
Fixing Tax Return Errors Flubbed your 1040? You've got three years to correct it. |
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. |
The Motley Fool
April 30, 2004
Roy Lewis |
It's Always Tax Time Make next April less taxing. Plan your taxes throughout the year. |
The Motley Fool
April 20, 2004
Selena Maranjian |
Goof on Your Tax Return? Fear not -- our friends at the IRS will permit you to revise your return. |
The Motley Fool
January 21, 2010 |
These Money Moves Will Keep Taxes at Bay There's still time to keep some of your hard-earned cash! |
