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Financial Advisor March 2011 Eric L. Reiner	Biding Time The 2010 Tax Relief Act offers opportunities for clients and prolonged uncertainty for advisors.
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 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 February 1, 2013 Ilana Polyak	15 Tax Moves for Right Now The eleventh-hour tax deal reached in Washington will require some new strategies for advisors and their clients.
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.
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.
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.
Financial Advisor October 2011 Eric L. Reiner	Forge Ahead Tax planning lies in the eerie shadow of the deficit-reduction talks.
Financial Advisor March 2010 Eric L. Reiner	Just Do It With greater uncertainty than ever surrounding the estate tax, Washington must act soon.
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 September 2008 Kenneth P. Brier	Political Winds With current low tax rates on capital gains and dividends likely targets in any tax debate, it may be a good time for advisors and their clients to consider taking action.
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.
Investment Advisor July 2006 Melanie Waddell	The Playing Field: Extension Explication Good and bad news -- and uncertainty -- from the new tax bill. Financial advisors, take note.
On Wall Street April 1, 2011 Susan L. Hartman	Tax Tips For This Year And Next Tax-aware advisors are preparing to counsel investors on everything, from the short-term nature of tax breaks, to maximizing cash flows and retirement plan distribution planning.
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.
BusinessWeek October 31, 2005 Lewis Braham	Time For A Yearend Checkup Here are several items to consider when doing your tax check-up: Donating to charity... Extensions or hikes of existing benefits and deductions... Gifting stock... Alternative Minimum Tax... etc.
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.
Financial Planning March 1, 2005 Donald Jay Korn	The Devil's Alternative Savvy planning can shave a few points from the alternative minimum tax, a numbers game where the house always wins.
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 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.
On Wall Street May 1, 2010 Seth D. Slotkin	Back To The Future? Unfortunately, the federal estate transfer tax repeal is set to expire at the end of this year, so on Jan. 1, 2011, the estate, gift and GST tax system would revert back to previous levels, meaning a maximum unified exemption of $1 million and a top rate of 55%.
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.
On Wall Street February 1, 2011 Richard A. Behrendt	Taking Advantage Of Changes To Estate And Gift Tax Laws President Obama's signing of theTax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 includes sweeping changes to the federal estate and gift tax rules.
Financial Advisor November 2007 Marla Brill	Sunset On The Horizon Tax relief that appeals to investors could soon be a thing of the past.
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.
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.
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.
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...
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.
The Motley Fool February 4, 2004 Robert Brokamp	Taxes, Cuts, and Politics [Tax Q&A] Since much of the election comes down to taxes -- and since the tax filing deadline is looming -- we thought we'd offer a brief lesson on how your tax bill is calculated, followed by a quick look at whose tax bills will be lower this year.
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.
Registered Rep. December 1, 2002 Jason Van Steenwyk	Honey, I Shrunk the AMT If you understand AMT rules, you will have a growing competitive advantage over advisors who don't. You will attract more affluent (and lucrative) clients. You'll likely lose fewer clients to competitors. You'll find opportunities that other advisors miss.
Financial Planning April 1, 2011 Martin Shenkman	The Season of Giving Christmas is a long way off, but many of your clients should be planning big stocking stuffers in that spirit of giving that only tax law changes can motivate.
The Motley Fool September 22, 2006 Roy Lewis	Avoid the Dreaded AMT Although the alternative minimum tax was intended to apply to high-income taxpayers who take advantage of loopholes, it can also apply to middle-income taxpayers who haven't planned their taxes thoroughly enough. Take steps now to escape the Alternative Minimum Tax.
Financial Advisor October 2007 Eric L. Reiner	Shifting Winds Year-end planning straddles the tax code's moving parts.
Financial Advisor November 2004 Alan Lavine	Search For Alternatives Crimps Survivorship Sales Despite tax laws that have cut the estate tax bite, survivorship life insurance (SLI) continues as a popular estate planning tool. But it is not the panacea that it was for baby boomers' parents in the late 1980s and 1990s.
Financial Advisor June 2010 Eric L. Reiner	Coming Down The Pike Health-care reform gave birth to new income tax laws that are crying for attention.
Financial Planning February 1, 2013 Martin Shenkman	Estate Planning Game Changer This year's tax deal could radically shift the way your clients handle tax and estate issues. Here are some strategies to consider.
Investment Advisor May 2009 Melanie Waddell	Retirement Planning: Estate Tax Up for Debate Congress must take some action on the estate tax this year.
Financial Advisor November 2004 Saul M. Simon	Keep Clients' Estate Plans On Track The ABCs of estate planning for business owners.
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?
Financial Advisor October 2010 Eric L. Reiner	The Waiting Game Advisors want to know what tax rules 2011 will bring.
Registered Rep. March 1, 2005 Daniels, Leibell & Prince	Estate of Uncertainty The 2001 tax reform act built uncertainty into the estate-planning process.
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.
Financial Planning April 1, 2005 Julian Block	2010: The Taxes We'll Pay This is a golden age for investors, at least as far as taxes are concerned. Looking ahead, there are several ways your clients can take advantage of today's tax rules and prepare for tomorrow's.
The Motley Fool July 2, 2004 Roy Lewis	Summer Tax Break It's not exactly hot fun in the summertime, but looking at your 2004 taxes now will save you money later.
On Wall Street October 1, 2009 Bill Fleming	Prime Time to Transfer Assets Changes to tax rates are unlikely until 2011, so this year advisors would be wise to focus their attention on year-end estate planning.
Financial Advisor November 2003 Raymond Fazzi	States Exacerbate Death Tax Confusion Planners are groping for answers on estate taxes.