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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.
AFP eWire January 2, 2013	Charitable Deduction Not Taken Down by the Fiscal Cliff The charitable deduction was left mostly unscathed by the fiscal cliff negotiations and the recently passed bill.
The Motley Fool September 15, 2006 Roy Lewis	Death to Itemized Deductions! Taxpayers, if your income is above the limit, you'll lose your grip on some of your itemized deductions. Don't be caught by surprise.
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.
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.
Financial Planning May 1, 2008 Martin M Shenkman	Another Door Closes The Supreme Court recently reached a decision that ends the ability of most trusts and estates to deduct investment management fees. It is vital to understand the rules so you can help clients maximize the deductions they might qualify for.
Registered Rep. November 11, 2010 Jerry Gleeson	Tax Cut Sunset Won't Hurt Philanthropy Some affluent investors are wondering, "Do I skip writing the check this year and make the donation in 2011, when I might need a deduction more?"
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 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.
The Motley Fool July 14, 2006 Roy Lewis	Buy a Home, Save on Taxes We've all heard it before: Buy a home and save a ton of money on your income taxes! While it may sound enticing, it's not always true -- or at least, not as true as some would have you believe.
The Motley Fool March 1, 2007 Selena Maranjian	Your Taxes, Above and Below the Line There's a concept that's lost on many people -- that not all deductions have the same value.
On Wall Street January 1, 2013 Michael Cohn	A Tumult Over Taxes: Preparing for Whatever May Come Preparing your clients for the tax plan ultimately agreed upon in Washington.
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.
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.
Financial Planning December 1, 2012 Ann Marsh	Massive Wealth Transfer: Clients Rush Before Year's End Advisors have been racing to finish what some say is an unprecedented transfer of wealth to descendants because Bush-era tax exemptions may expire at year s end..
Registered Rep. December 4, 2012 Megan Leonhardt	Don't Make Any Sudden Moves While urging calm, many financial advisors are making prudent, tax-efficient moves with their clients' portfolios as the country nears the so-called "fiscal cliff."
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 Planning May 1, 2013 Scott Wenger	Editor's Note: Real Estate Returns As the housing market rebounds, advisors face new challenges - and many new opportunities
Investment Advisor February 2008 Angela Herbers	Barring the Door How to stop training your (future) competition.
The Motley Fool January 13, 2010	Cut Your Taxes in 7 Easy Steps Do some research and don't wait until April.
Financial Planning May 1, 2007 Jim Grote	Learn by Teaching Chris White learns important financial planning lessons while instructing students on the certified financial planner curriculum.
Financial Planning February 1, 2012 Scott Wenger	Planning the Unknowable As all savvy advisors know, smart tax planning is not only about choosing the right strategy at the right time, it's also about avoiding bush league mistakes.
The Motley Fool April 18, 2007 Dan Caplinger	Don't Wait Till Next Year Before you put away your tax stuff for another year, it's worth your while to take a look at how you did in 2006 to see how you can improve your 2007 tax picture.
Registered Rep. February 1, 2006 Janet Arrowood	The Four Win Strategy A growing number of Americans are saving more money than they're likely to spend in their lifetimes. For advisors, it's a good time to talk to such clients about endowing a college scholarship, getting their name on a hospital wing, or leaving any other kind of legacy behind.
The Motley Fool May 12, 2006 Roy Lewis	New Tax Provisions for 2006 Tax planning should be a year-round process. The earlier you begin to plan for your 2006 taxes, the better off you'll be. Learn new ways to save in the coming year.
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 Advisor March 2005 Raymond Fazzi	Estate Tax: What Repeal? Many planners are telling clients not to expect the tax to go away.
Registered Rep. November 20, 2012 Megan Leonhardt	Don't Make Any Sudden Moves, Advisors Say Financial advisors urge clients to patiently wait out fiscal cliff
AskMen.com Dan Carter	8 Worthwhile Tax Deductions You Don't Know About Using itemized tax deductions to your benefit.
Registered Rep. April 10, 2012 Conrad Teitell	Trusts & Estates: Washington Legislative Climate for Charitable and Estate Planning How can you advise clients when the Washington legislative tax climate is foggy? And sometimes the fog lifts retroactively.
The Motley Fool September 9, 2005 Roy Lewis	Keep More of Your Losses Learn how to maximize deductions for losses from variable annuities.
On Wall Street October 1, 2012	Five Questions with Tim Steffen The director of financial planning at R.W. Baird, Tim Steffen, discusses the upcoming elections, what changes to the fiscal landscape are possible, and how advisors should steer clients through the uncertainties and tax issues.
The Motley Fool December 15, 2006 Roy Lewis	A Holiday Gift for Taxpayers Congress has some seasonal tax goodies for you. Here are the highlights.
Financial Planning September 1, 2008	Looking at the Future Foretelling the future has never been the role of the financial planner. But while no one can predict when the market will return to bull territory, there are some things planners do know and must prepare for.
Financial Advisor March 2012	So You Think You're A Financial Planner? A recent study from industry research firm Cerulli Associates looked at advisors across all channels and compared how they describe themselves with how they actually do business.
On Wall Street December 1, 2008 Danny Sarch	This Is Your Career, So Start Acting Like It Like any labor market, the financial services one comes down to supply and demand, and a number of forces are in line to start pushing values down.
Financial Planning May 1, 2007 Elizabeth O'Brien	Advisor Pulse For all the specialized knowledge that financial planning demands, advisors selected "people and communication skills" as the top factor behind their success.
Registered Rep. September 30, 2009 David A. Geracioti	Do Retail Financial Advisors Have an "Unhealthy Focus?" The Financial Times suggests the way financial products and services are sold need to be completely overhauled.
The Motley Fool November 28, 2006 Dan Caplinger	Double Up on Deductions Make the most of your tax-deductible expenses.
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.
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.
Investment Advisor August 2009 Melanie Waddell	More Annuities Used in Income Portfolios Advisors are increasingly turning to annuities to help cover their clients' basic needs in retirement.
Financial Planning November 1, 2007 Kathy Gevlin	How Is Your Business? Having survived bubbles, busts and bouts of irrational market behavior, the best financial planners are now feeling very rationally exuberant.
AFP eWire September 27, 2011	Action Alert: Charitable Deduction Will the deficit reduction super committee, composed of six House members and six Senators, consider the cap on itemized deductions?
Investment Advisor November 2006 Bob Clark	Name Game Advisors who want to benefit from the more favorable economics of working with fewer -- but higher net worth -- clients will increasingly need to position themselves as investment managers or wealth managers.
Financial Planning August 1, 2009 Donna Mitchell	Earnings Rebound Financial advisors are making more money, putting more emphasis on education, and shifting their compensation schemes toward fees
Financial Planning September 1, 2011 Glenn G. Kautt	Game Changers Take a closer look at portfolio management software.
Investment Advisor February 2009 Angela Herbers	Advisor, Heal Thyself Good advice to advisors these days is that they revise their own financial plans.
Investment Advisor July 2008 Melanie Waddell	Globalization Now It's not a question of if, but when, every advisor will embrace the reality that the world is shrinking. Are you ready?
The Motley Fool March 12, 2004 Roy Lewis	Tax Break for Teachers The Job Creation and Worker Assistance Act of 2002 provides some limited relief. In this law, there is a new $250 above-the-line deduction for qualifying expenses paid by an eligible educator. Note that this is an "above-the-line" deduction, which means that you don't have to itemize your deductions in order to claim this tax break for 2003.