MagPortal.com   Clustify - document clustering
 Home  |  Newsletter  |  My Articles  |  My Account  |  Help 
Similar Articles
Registered Rep.
February 16, 2011
Charles Paikert
Second IRS Amnesty Offer A Wake Up Call Wealth managers should pay close attention to -- and spread the word about -- the Internal Revenue Service's latest amnesty offer for Americans with undeclared income from offshore accounts. mark for My Articles similar articles
Registered Rep.
June 24, 2015
Gregory Taggart
FATCA And The New Era of Global Transparency It's taken some time, but it's harder for U.S. citizens to hold foreign accounts away from the eyes of the IRS. mark for My Articles similar articles
Financial Planning
September 1, 2006
Suzanne McGee
The New High Net Worth Client Thinks Globally Wealthy, sophisticated baby boomers are accumulating multinational holdings, ranging from Mexican real estate to Belgian pension benefits. The plans they need are anything but routine. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
June 1, 2005
Julian Block
Don't Be Withholding Clients who are late remitting payroll taxes to the IRS can find themselves personally liable. mark for My Articles similar articles
The Motley Fool
November 22, 2006
Dan Caplinger
Don't Pay the Penalty By looking at your tax situation before the end of the year and taking appropriate action, you can do your best to pay as little as possible to the IRS. mark for My Articles similar articles
The Motley Fool
April 2, 2004
Roy Lewis
Can't Pay Your Taxes? If your tax bill is more than you can afford, take steps to minimize penalties and interest. mark for My Articles similar articles
The Motley Fool
April 17, 2007
Roy Lewis
I Can't Afford My Taxes! Some suggestions on what to do if you owe more than you expected. mark for My Articles similar articles
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. mark for My Articles similar articles
BusinessWeek
June 2, 2011
David Voreacos
The IRS Grills Taxpayers on Offshore Accounts IRS agents and prosecutors have interviewed more than 200 offshore-bank clients to learn who helped them avoid taxes. mark for My Articles similar articles
The Motley Fool
April 5, 2007
Mary Dalrymple
Help! I Owe Taxes! Don't panic if your expected tax refund turns out to be a tax bill. Resist the urge to stick your head in the sand and hope the IRS will just go away. It won't, and avoiding the problem will only make it worse. mark for My Articles similar articles
Financial Planning
September 1, 2009
Jim Grote
The Multinationals Cross-border financial planning can evoke an aura of sophistication and romance. But the reality is more about the technical aspects of immigration, tax, investments, risk management, employee benefits, estate planning and social insurance between countries. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
March 2006
Olivia Mellan
The Psychology of Advice: Tax Evasiveness Taxes are what we pay for civilized society, said Justice Holmes. But how can you handle financial advisory clients who don't want to pay? Here some situations and how to handle them. mark for My Articles similar articles
Financial Planning
August 1, 2012
Jim Duggan
Unpledging Allegiance The decision to give up American citizenship for tax savings is a fast-growing trend. mark for My Articles similar articles
Financial Planning
May 1, 2007
Elizabeth O'Brien
Do Your Clients Want to Retire Abroad? Living overseas offers a sense of adventure and, often, a reduced cost of living. Yet most people -- and their financial advisors -- don't realize how much planning is needed to make the move a success. mark for My Articles similar articles
Registered Rep.
April 11, 2014
Mark Miller
Are You Considering Retirement Abroad? What You Need to Know Are you encountering clients thinking of retiring abroad? It's a growing trend: the number of retirees, spouses and widows receiving Social Security benefit payments outside the U.S. rose 26 percent between 2006 and 2012 mark for My Articles similar articles
The Motley Fool
March 22, 2007
Dan Caplinger
Let the IRS Cut Your Tax Bill The offer-in-compromise program cuts some taxpayers a break. The program is designed to encourage taxpayers to continue to follow the tax laws, even when they're having financial difficulties. mark for My Articles similar articles
Entrepreneur
June 2003
Nichole L. Torres
It's Classified Are your hired help really contractors rather than employees? If you don't get it right, you could face steep penalties. mark for My Articles similar articles
Financial Advisor
December 2009
Jeff Schlegel
Kings Of The Road Providing cross-border financial planning for expats can be tricky. mark for My Articles similar articles
Financial Advisor
April 2009
A Swiss Miss The Internal Revenue Service is cracking down on tax cheats hiding money in foreign countries, and financial advisors who have wealthy clients with cash stashed overseas better hope their clients properly reported such funds. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
May 2011
Sherri Scordo
Frontline News Is the broker protocol being eroded... Fiduciary can be marketing tool to get high net worth clients... Americans unconfident about their retirement... mark for My Articles similar articles
Registered Rep.
June 1, 2005
Ruth Halcomb
Across Borders Moving to a new country opens a Pandora's box of financial issues. Insurance, retirement income, tax planning and estate planning are all affected by a move. Financial advisors need to be ready to help. mark for My Articles similar articles
Financial Advisor
July 2009
Mary Rowland
Avoiding The Tax Man Moving out of a state might help a client save taxes; moving out of the U.S. probably won't. mark for My Articles similar articles
The Motley Fool
December 11, 2006
Mary Dalrymple
Don't Be on the Bad Side of the Tax Man Take a cue from celebrities who learned their tax lessons the hard way. 1. Use a reputable tax return preparer... 2. File your return... etc. mark for My Articles similar articles
The Motley Fool
March 27, 2007
Selena Maranjian
Tax Tip Grab Bag Here are a few more tax tips that may come in handy. Extend early... If you can't pay right now, you have options... etc. mark for My Articles similar articles
Entrepreneur
November 2006
Carol Tice
Stay Scam-Free Don't let fraudulent tax preparers get the best of you. mark for My Articles similar articles
Entrepreneur
June 2004
Julie Monahan
Here's a Tip Want good tax advice? You might not find it at the IRS. mark for My Articles similar articles
Financial Planning
August 1, 2010
Scott Schutte
Ditch the Declination As clients move past their accumulation years, risk management becomes even more critical to the defense of a solid financial plan. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
July 13, 2010
Selena Maranjian
Will Taxes Soon Skyrocket? The situation may not be as dire as it seems. mark for My Articles similar articles
The Motley Fool
March 18, 2009
Dan Caplinger
Don't Let Audit Fears Cost You Money Taxes aren't any fun, so it doesn't make any sense to pay more than you have to. As long as you're doing the right thing, the specter of an IRS audit shouldn't keep you from getting every penny you're entitled to. mark for My Articles similar articles
The Motley Fool
September 8, 2006
Dan Caplinger
Taxes and Your New Business: Part 2 You know what taxes to pay as a business owner. Now learn which ones you have to collect. mark for My Articles similar articles
Financial Planning
March 1, 2012
Mitchell et al.
Hot Topics Raymond James Financial names Van Law president of RIA division... European countries join U.S. effort to join tax cheats... Younger investors less optimistic about retirement... more... mark for My Articles similar articles
The Motley Fool
January 20, 2010
Tax Tips for Small Businesses A few basic ways to stay on the IRS's good side. mark for My Articles similar articles
Investment Advisor
May 2008
Lewis Schiff
Death and Taxes Respect No Borders For global families, advanced planning teams look for global solutions mark for My Articles similar articles
Searcher
April 2003
Irene E. McDermott
Pay It Forward; Or, Can the Web Offer Tax Relief? The Web can make paying taxes more enjoyable, or at least less excruciating. A variety of free advice resources and Web-based applications can help us all negotiate tricky tax laws. Maybe we can even figure out how to save some money on our taxes, or rather, to avoid overpaying. mark for My Articles similar articles
Financial Advisor
October 2004
Gregory Bresiger
Are Big Tax Savings Really Worth the Risk? IRS cracks down on individuals with questionable shelters. Financial advisors warn that many of these strategies are not worth the risk of audit and possible civil and criminal penalties. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
December 21, 2005
Roy Lewis
Escape from Estimated Taxes Avoid the burden of sending quarterly checks to Uncle Sam. Here are some loopholes to remember. mark for My Articles similar articles
AFP eWire
May 30, 2006
Numerous Charities in CFC Owe Millions in Payroll Taxes More than 1,000 charities involved in the Combined Federal Campaign have tax debts reaching nearly $36 million, according to an investigation by the General Accounting Office. mark for My Articles similar articles
The Motley Fool
April 12, 2010
Selena Maranjian
Beware These Tax Scams The IRS won't fall for these schemes. Neither should you. mark for My Articles similar articles
AskMen.com
Terence Channon
Tax Myths These common tax myths will only lead to time-consuming research, and perhaps a higher tax bill instead of a hefty return. mark for My Articles similar articles
Investment Advisor
August 2007
Les Witmer
Closing the Gap How the IRS is improving compliance to close the tax gap. mark for My Articles similar articles
Entrepreneur
April 2004
Scott Bernard Nelson
Brace Yourself Want to avoid getting hit by the IRS? Plan ahead. mark for My Articles similar articles
Financial Advisor
December 2010
Alan Lavine
Rolling Over, Starting Up Clients can tap into retirement savings to start new businesses, but there are legal traps for the unwary. mark for My Articles similar articles
BusinessWeek
February 11, 2010
Jessica Silver-Greenberg
A Caribbean Tax Holiday for U.S. Businesses The IRS is investigating how $100 billion a year in credit-card receipts are escaping U.S. sales and income taxes in locales like Aruba and St. Kitts. mark for My Articles similar articles
Entrepreneur
June 2007
Carol Tice
No Excuses Get informed so you can do your taxes right. mark for My Articles similar articles
On Wall Street
November 1, 2009
Alan J. Foxman
What to Do When Commissions Are Withheld Advisor Q&As: What to do when commissions are withheld... Why did the IRS extend the offshore account disclosure date?... mark for My Articles similar articles