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Investment Advisor December 2007	News & Products, December 2007 There's an excellent chance that the Department of Labor will finalize its three initiatives dealing with 401(k) fee disclosures... The IRS has extended the deadline for compliance with Section 409A of the tax code... etc.
Financial Planning July 1, 2005 Alison L. McConnell	The Muni Market Demand for private-activity bonds could rise if Congress approves legislation that would repeal the individual alternative minimum tax.
Financial Planning October 1, 2005 John Nersesian	The Stealth Tax Millions of middle-class clients are falling into the alternative minimum tax (AMT) trap. Here's how financial advisers can help lower clients' total tax bills.
The Motley Fool December 3, 2007 Dan Caplinger	Expecting a Tax Refund? Expect to Wait The government's waffling with your money. Elected representatives have decided this year to play chicken with the alternative minimum tax.
Investment Advisor February 2009 Melanie Waddell	Out of the Frying Pan, Into...? While most investors and their advisors are happy to say good riddance to 2008, the collective wisdom among economists and investing executives is that the global financial crisis will usher in a year of global recession and deflation risk.
Investment Advisor December 2007 Melanie Waddell	Deadline Looms for AMT Fix With a deadline to fix the Alternative Minimum Tax by year-end fast approaching, Congress is in a mad dash to find alternative sources of revenue to plug the hole that would be created if 25 million taxpayers were saved from the AMT.
Entrepreneur September 2006 Carol Tice	Steer Clear How you can avoid paying the Alternative Minimum Tax now and later.
Investment Advisor December 2007 Elizabeth D. Festa	Fighting the Good Fight on 401(k)s In his new book, Stop the 401(k) Rip Off, David Loeper rails against the hidden fees in 401(k) plans and attempts to arm participants with the ability to uncover the fees and approach their employer about offering less expensive funds in their plans.
Financial Advisor December 2004 Karen DeMasters	Holding The Line The Working Families Tax Act of 2004 does not solve the growing problem of the alternative minimum tax system, but it at least postpones the problem for some taxpayers for another year.
BusinessWeek February 16, 2004 Howard Gleckman	The Stealth Tax The AMT now sideswipes 3 million taxpayers. Think you're not one of them? Better cross your fingers.
Financial Advisor December 2009 Mary Rowland	Rough Road The rules on providing investment advice to 401(k) plan participants have been shifting, and the end of the controversy is not in sight.
Investment Advisor September 2007	News & Products Participants who consistently held accounts in 401(k) plans from 1999 through 2006 increased their account balance at an annual rate of 8.7%... Rep. George Miller, chairman of the House Education and Labor Committee, introduced the "401(k) Fair Disclosure for Retirement Security Act of 2007"... etc.
Commercial Investment Real Estate Sep/Oct 2013	CCIM Connections As the National Association of Realtors' senior policy representative for federal taxation, Evan Liddiard keeps close watch on tax laws affecting both residential and commercial real estate.
The Motley Fool March 9, 2007 Dan Caplinger	Kill the AMT The first step toward making taxes simple is eliminating the AMT. Because planning for the AMT requires completely different strategies from regular tax planning, it's extremely difficult to find solutions that will reduce both standard tax and AMT liability.
Investment Advisor May 2009 James J. Green	Confidence Builders A study from Barclays Global Investors attempts to discover what could be done to restore confidence in retirement plans and save more.
Financial Advisor October 2012 Eric L. Reiner	The Winds Of Limbo Roar Financial advisors need to keep in mind that next year's tax rules could change before, or after, 2013 arrives.
Investment Advisor January 2008 Melanie Waddell	DOL Issues Fee Disclosure Regs The Department of Labor introduced its proposed rules on enhancing the disclosures regarding fees that fiduciaries of employee benefits plans receive.
The Motley Fool June 29, 2007 Amanda B. Kish	401(k) Plans Clear the Fog What increased retirement fund transparency means for investors.
Investment Advisor March 2010 Melanie Waddell	Income Initiatives; Social Security President Obama's State of the Union address included a number of retirement savings initiatives that he'd like to see enacted: the automatic IRA, an expanded savers credit, updating 401(k) regulations, as well as using annuities as a way to turn savings into a guaranteed lifetime income.
Financial Advisor December 2008 Janet Aschkenasy	Who Discloses What? New regulations clarify the duties of qualified retirement plan fiduciaries and advisors.
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?
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.
Investment Advisor September 2008 Melanie Waddell	Disclosure Time The timeline of the Department of Labor's proposed rule on 401(k) plan fee disclosure seems too aggressive.
The Motley Fool May 23, 2006 Roy Lewis	Surprise! More New Tax Rules The IRS changes just keep coming. Earlier this month, the House and Senate passed HR 4297, The Tax Increase Prevention and Reconciliation Act of 2005. Here are some of the highlights of the new law.
BusinessWeek November 24, 2003 Ellen Hoffman	A Tax Ambush? Before Dec. 31, do a dry run to see if you're liable for the alternative minimum tax.
Commercial Investment Real Estate Mar/Apr 2013 LaGroue & Barnhill	Taxing Changes Learn how new tax laws could affect real estate decisions.
Investment Advisor January 1, 2011 Melanie Waddell	New Year Will Likely Include New Tax Scheme Odds favor both House and Senate passage of bipartisan tax package.
CFO December 1, 2006 Marie Leone	Alternative Universe Nothing this side of the Boston Tea Party has raised as much ire as the alternative minimum tax, but there are things you can do to keep from getting mugged.
BusinessWeek November 1, 2004 Ellen Hoffman	Time To Do Your Tax Checkup There are a few new wrinkles to consider. Perhaps most notable is the state sales tax vs. state income tax deduction. But there are other things to consider, as well.
The Motley Fool October 22, 2004 Roy Lewis	Will You Benefit From Tax Relief? The new Working Families Tax Relief Act of 2004 extends some provisions. Will they affect your family?
Investment Advisor July 1, 2011 Melanie Waddell	Retirement Plans' Perilous Future Between threats of cutting tax benefits and crackdowns on non-compliant plans, for the retirement industry stakes are higher than they ever were.
Financial Advisor September 2012 Eric L. Reiner	Jive Talkin' Even if the next president carries out his tax proposals, the economic impact could be different from what's promised.
IndustryWeek October 20, 2010	The Competitive Edge: Lame Ducks and the Economy A host of tax, budget and regulatory issues will still be on the table when Congress reconvenes after the November election. Will the two parties be able to put aside their differences and act?
On Wall Street December 1, 2010 Susan L. Hartman	Tactics For 2011 With Congress still in session at press time, there may be more than a few changes to the 2010 and 2011 federal income tax yet to come.
Registered Rep. November 5, 2012 Lena Rizkallah	The View from the Fiscal Cliff Say goodbye to some taxe cuts and incentives that will likely expire in 2013.
Financial Advisor October 2004 Eric L. Reiner	Year-End Tax Strategies, Edition 2004 AMT (alternative minimum tax) and historically low tax rates demand advisors' attention.
Investment Advisor April 2009 Melanie Waddell	Retirement Planning: Advice Rule Revisited Changes are in store to the Department of Labor's investment advice regulation, and its implementation is delayed.
Financial Planning November 1, 2011 Martin Shenkman	Outcome Pending Many clients won't move forward on tax and estate planning now because of the tremendous uncertainty in Washington over tax laws.
Financial Advisor October 2012 Mary Rowland	Tough Choices Financial advisors describe how they are helping clients potentially minimize the bite when taxes go up next year.
Investment Advisor September 2007 Melanie Waddell	Failure to Compute? The Department of Labor is set to tell Congress by year-end if computer models are suitable for IRAs.
The Motley Fool January 20, 2004 Selena Maranjian	Alternative Tax Nightmares If even IRS employees can't sufficiently comprehend our tax laws, what hope do we mere taxpayers have? Well, at least we have a Taxpayer Advocate.
Registered Rep. May 1, 2004 Susan L. Hirshman	Budget Some Time There's no doubt that some proposed tax measures will result in bona fide financial planning opportunities for clients. As the political debate wages in Washington, take a little time to prepare. Clients will be thankful come October.
Registered Rep. November 2, 2015 David H. Lenok	A Look Inside The Wealthiest Estate Plans in America How does estate asset allocation change as clients climb the wealth ladder?
Financial Advisor November 2012 Jerilyn Klein Bier	No More Secrets New 401(k) fee disclosure rules could generate big opportunities for advisors.
The Motley Fool February 26, 2010 Dan Caplinger	Planning Your Taxes in a Crazy World No one knows what the future will bring.
Financial Planning March 1, 2007 Julian Block	Shadow Tax The alternative minimum tax is not just a problem for your wealthiest clients anymore. Here's what all your clients need to know.
Reason July 2004 Julian Sanchez	Flat-Tax Perspective Without reform, the relative tax burden borne by the American middle class could soon get heavier still thanks to the Alternative Minimum Tax.
Investment Advisor March 2007 Ken Weber	401(k) Plans' Dirty Little Secret Without fair, vigorous competition among 401(k) plan providers, millions of plan participants will be saddled with burdensome costs. And without disclosure, employees cannot pressure employers to seek more cost-effective plans.
Financial Planning February 1, 2012 Ann Marsh	15 Top Tax Strategies For 2012 There's a one-word theme for the 2012 tax year: uncertainty. Chief among the reasons are the sky-high exemptions on the estate tax, the lifetime gift tax and the generation-skipping tax.
BusinessWeek January 15, 2007 Anne Tergesen	529s Just Might Make The Grade The 529 college savings plans have become more attractive - but do your homework.