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The Motley Fool December 3, 2008 Dan Caplinger	The January Effect Won't Save You If you're looking forward to the New Year to bring your portfolio a much-needed relief rally, prepare to be disappointed.
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.
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Financial Advisor October 2006 Eric L. Reiner	Year-End Tax Planning, Take 2006 Advisors Put Charitable Strategies at the Head of This Year's Checklist... Look For Losses, And Tax-Cheap Gains... Retirement Account Strategies... Look Ahead...
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The Motley Fool July 21, 2006	Netting Your Gains and Losses How should you go about netting long-term and short-term capital gains and losses?
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Entrepreneur July 2003 Scott Bernard Nelson	Can't Win for Losing A mutual fund tax quirk limits your capital losses.
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.
Financial Planning October 1, 2010 Jones & Luscombe	The Tax Forecast Washington watchers share their sense of what's ahead for your client's taxes - and your clients and your own.
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The Motley Fool January 14, 2010	6 Things Investors Should Know About Taxes Minimize the amount you have to pay on different types of investments.
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On Wall Street December 1, 2009 Bill Fleming	Markets Are Up and It's Time to Sell Now that the markets have started to show some signs of life, it's safe -- prudent even -- to revisit your clients' portfolios and start thinking about gains.
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Registered Rep. August 7, 2014 John Anzivino	Seven Steps Clients Should Take Now to Minimize 2014 Taxes The steps listed here can be a good starting point for talking to your clients about the tax implications of their estate plan and steps they can take right now to minimize their 2014 tax bill.
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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.
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Financial Advisor October 2011 Eric L. Reiner	Forge Ahead Tax planning lies in the eerie shadow of the deficit-reduction talks.
Financial Planning April 1, 2013 Martin Shenkman	Time for a New Estate Planning Strategy? Recent tax changes mean that planners may have to rethink the ways they invest clients assets.
The Motley Fool June 18, 2004	Should You Sell a Winner? What to do when your stock goes up too much.
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.
The Motley Fool November 10, 2006 Roy Lewis	Plan Before It's Too Late! Year-end tax-planning tips for 2006.
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.
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.
Financial Planning June 1, 2007 David E. Adler	Seeking Tax Alpha Advisors can't control the performance of the investments they choose for their clients, but they do have some control over the taxes those investments will generate. A few smart asset-location decisions will increase a portfolio's real return.
Financial Planning February 1, 2006 John Nersesian	Hatching a Nest Egg As the baby boomers approach retirement, financial planners will have to shift their focus from accumulation to distribution. Here's what matters.
The Motley Fool September 15, 2008 Dan Caplinger	Cash In and Pay Nothing! Largely hidden within the capital gains rates is a provision that calls for an even lower capital gains rate for those in the first two tax brackets, for some as low as 0%.
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 May 13, 2009 Dan Caplinger	No Rally Can Help These Stocks For many investors, the losses they've suffered have been so bad that there's almost no possibility they'll ever earn back what they've lost.
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.
Registered Rep. February 20, 2013 Kevin McKinley	Clocking Out: Tax Planning for Clients Near Retirement You have a narrow window to make tax-cutting moves for those on the cusp of retirement.
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 August 14, 2009 Dan Caplinger	Investors Deserve This Tardy Tax Break It's better late than never for relief on mutual fund capital gains taxes.
The Motley Fool November 8, 2006 Dan Caplinger	Forget About Taxes! Don't let tax considerations stop you from making good investing decisions.
Investment Advisor October 2006 Susan L. Hirshman	Eureka! Acquiring Affluent Clients Through CPAs: Unearthing wealth management opportunities in your financial advisory client's tax return.
The Motley Fool December 6, 2004 Bill Mann	It's Tax-Loss Season, Y'all The tax clock for selling stock losers to match against winners expires December 31. So selling losers becomes a no-brainer, right? Not so fast.
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.
The Motley Fool November 7, 2008 Dan Caplinger	Is an Obama Tax Storm Looming? With the new president-elect announcing that change is on its way, investors on both sides of the aisle are wondering whether they're going to end up paying a lot more in taxes.
BusinessWeek December 13, 2004 Adrienne Carter	Their Losses, Your Gains Funds hit hard by the tech bust are back -- with tax holidays for investors.