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The Motley Fool
November 13, 2006
Dan Caplinger |
Give Away Your Tax Bill Starting to make gifts now can save your heirs from estate-tax pain.   |
The Motley Fool
September 24, 2004
Rick Aristotle Munarriz |
It's Oprah Winfrey, Not Win Free Journalists are up in arms over the fact that give-away recipients will have to pay as much as $7,000 in taxes on what some had assumed was a free ride. |
Registered Rep.
September 9, 2010
Richard A. Behrendt |
Why Super Rich Clients Should Consider Making Taxable Gifts in 2010 For higher-net-worth clients who are likely to owe federal estate taxes at death, making taxable gifts in 2010 may be a viable planning opportunity. |
On Wall Street
October 1, 2011
Jones & Luscombe |
Making the Most of The Gift Tax and Its $5 Million Exclusion With the current gift tax exclusion amount set at a record-setting $5 million, many taxpayers appear to consider the gift tax no longer relevant to their planning. That may be a mistake. |
The Motley Fool
December 6, 2004 |
Gift Stock and Capital Gains Gift-giving season is around the corner, as is the end of the year, with all its tax effects. So now is a good time to consider what happens, taxwise, to gifts of stocks. |
The Motley Fool
February 4, 2005
Roy Lewis |
Understanding Your W-2 Form The author offers explanations to make your tax-filing experience a little easier. |
The Motley Fool
February 8, 2007
Dan Caplinger |
Make the Most of Stock Options: Planning Stock options can be beneficial to both employees and their employers. Once you get the gist of how stock options work, you can then turn to the question of how to integrate them into your financial plan. |
Trusts & Estates
David A. Handler |
Tax-Free Gifts Of Prepaid Tuition With college tuition approaching $30,000 a year at some institutions, and private school tuition at all levels on the rise, tax-free tuition gifts to children and grandchildren can save hundreds of thousands in gift and generation-skipping taxes. |
Registered Rep.
May 1, 2004
Henry M. Grix |
The Money Doctors This suit-happy environment is a relatively recent development in the brokerage industry, so financial advisors would do well to borrow one of the medical profession's best tactics for fighting it: Holistic treatment. |
Financial Planning
December 1, 2007
Donald Jay Korn |
The Giving Tree To make the most of the annual gift-tax exclusion, financial advisory clients should know which assets to transfer and which ones to retain. |
The Motley Fool
November 3, 2006
Alyce Lomax |
Take a Tip From Oprah Giving to others can be the best feeling in the world. |
The Motley Fool
May 5, 2007
Elizabeth Brokamp |
5 Great Gifts for Grads and Newlyweds Ditch the salad spinners and place settings. Give presents with a future. 1. A plan for life... 2. A leg-up on retirement... etc. |
The Motley Fool
November 14, 2006
Dan Caplinger |
Crummey Trusts Aren't Crummy A special type of trust known as a Crummey trust lets you keep the control you want while getting the full estate-tax benefit of your gift. |
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 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. |
The Motley Fool
September 14, 2004
Alyce Lomax |
Oprah's Product Placement GM snags some hefty television real estate. |
The Motley Fool
July 31, 2008
Elizabeth Brokamp |
5 Great Gifts That Keep on Giving If you want your money to have a lasting impact, there are a whole host of options you may not have considered. Here are a few ideas for presents that will continue to reward their recipients long into the future. |
Investment Advisor
December 2006
Susan L. Hirshman |
Gifts That Keep Giving Do you know what your clients' year-end gifting plans are? If not, now is an excellent time to approach the subject of charitable gifting with each of your affluent clients. |
The Motley Fool
November 9, 2006 |
Capital Gains on Gifts How do capital gains work on stock received as a gift? |
Registered Rep.
October 1, 2005
Kevin McKinley |
Spend The Money and Have It, Too Here are ways to save your retiring middle-net-worth clients thousands more in after-tax income right now, plus save their families many times that amount in estate taxes. |
The Motley Fool
October 31, 2007
Dan Caplinger |
It's Time to Give Charitable organizations make a big push for donations at the end of each year, wanting to capitalize on the time left for donors to make tax-deductible gifts. Here are a few pointers on managing your charitable giving. |
Trusts & Estates
March 22, 2002
Robert F. Sharpe Jr. |
Philanthropy In Uncertain Times What of the nonprofit sector? How does this sector fare during difficult economic times? Is it societal "fluff" that exists only during times of prosperity, or is it something that is resistant to the economic downturns that periodically affect the for-profit sector? |
Financial Advisor
March 2011
Deborah L. Jacobs |
Making The Move Now may be the time for some clients to shift a costly home to their children. |
The Motley Fool
November 28, 2005
Tim Beyers |
Oprah's Stock Club Would you let the talk show queen be your broker? How would the stocks behind her "favorite things" fit in your portfolio? Investors, do your research before you jump in. |
Financial Planning
October 2, 2007
Martin M. Shenkman |
Estate Planning: College Savings 201 For your high-net-worth clients, there are better college savings vehicles than the usual suspects. Here are some options. |
Registered Rep.
February 1, 2003
Susan L. Hirshman |
The Waiting Game Ideally, portfolios should be managed for tax advantages all year long, but since few investors are inclined towards such sustained attentiveness, the responsibility often falls squarely on the shoulders of the financial advisor. |
BusinessWeek
April 29, 2010
June Thomas |
A Story of O, Starved for Scandal Why is Oprah Winfrey so successful? Kitty Kelley, author of "Oprah: A Biography," has no idea. |
Inc.
December 1, 2000
Jill Andresky Fraser |
Estate Planning Despite a presidential veto, the "death tax" is still a hot political issue. What's a small-business person to do? |
Entrepreneur
June 2008
Carol Tice |
Give Yourself a Raise How entrepreneurs can get an income boost and cut taxes at the same time. |
BusinessWeek
May 19, 2011
Matt Townsend |
Riding the Oprah Wave, Ready or Not Landing a spot on Oprah's Favorite Things show is every small company's dream. The inevitable sales bump could be difficult for some to manage. |
Financial Planning
October 1, 2010
Donald Jay Korn |
The Tax Man Cometh If Congress repeats last year's sidestep - all clients with seven-figure net worth will be in estate-tax territory. |
BusinessWeek
May 8, 2006
Anne Tergesen |
The Case For Prepaying Tuition A recent Internal Revenue Service ruling lends support to individuals who'd like to transfer even more tax-free by prepaying years' worth of tuition. |
CFO
January 10, 2007
Marie Leone |
Tuition Magicians When financial-aid prospects are dim, some parents find smart ways to boost their children's college funds. |
AFP eWire
July 13, 2007 |
"Stretch" Giving on the Rise Charities are seeing an increasing numbers of donors making gifts out of proportion to their wealth. One reason is the soon-to-expire IRA rollover provision. |
Financial Advisor
October 2006
Richard L. Harris |
Life Insurance At A Discount Certain techniques offer many benefits for very wealthy clients. |
Financial Planning
December 1, 2010
Martin Shenkman |
Tell Them Now Whatever the result in Congress as the estate planning environment evolves, planners should make a concerted effort to communicate with clients and help them assess planning. |
Financial Advisor
May 2004
Michael E. Kitces |
Disunification Hits Estate And Gift Taxation The death of the unified credit makes things tricky. |
The Motley Fool
December 19, 2006
Mary Dalrymple |
Play Your Gift Cards Wisely Last-minute tips for buying and using gift cards. |
Registered Rep.
March 1, 2005
Daniels, Leibell & Prince |
Estate of Uncertainty The 2001 tax reform act built uncertainty into the estate-planning process. |
Financial Planning
September 1, 2012
Martin Shenkman |
Helping High Net Worth Clients to Act Before Possible Cut in Tax Exemptions Consider the possibilities and problems dealing with wealthy clients seeking to act before a possible cut in tax exemptions. |
Financial Planning
September 1, 2007
Martin M. Shenkman |
Estate Planning: The Great Powers You may think that powers of attorney are simple, but once you have to use them that may not be the case. |
The Motley Fool
December 16, 2010
Dan Caplinger |
Give the Gift of Financial Savvy These gifts can help you spread savings. |
The Motley Fool
November 26, 2007
Elizabeth Brokamp |
Getting a Good Return If you are the unlucky recipient of some presents you'd really rather exchange, don't despair. Read on for some top tips for dealing with gift choices that went awry. |
The Motley Fool
January 22, 2009
Rick Aristotle Munarriz |
Where's Your Kindle Now, Oprah? Oprah Winfrey isn't as Kindle-centric as one would think. Less than half of her monthly book club recommendations are presently available for the e-book reader. |
The Motley Fool
December 11, 2006
Stephen Ellis |
Best Buy Plays Santa's Helper The consumer electronics giant offers gift advice for your loved ones. But would Best Buy stock make a useful addition to an investor's gift bag? |
Registered Rep.
June 2, 2015
Carol Kroch |
Turning a Lifetime of Collecting into a Legacy There are essentially two main options for transferring a valued collection -- either passing it along to family or donating it to charity -- each with its own estate planning implications. |
Financial Advisor
November 2010
Andrew Gluck |
Drop Dead Date If you haven't kept up with estate-tax opportunities because they're a complicated mess, now's the time to re-engage. |
BusinessWeek
May 19, 2011
Grover & Fixmer |
Is Cable One Market Oprah Can't Conquer? Since its heavily promoted first week, and minus its main draw, the OWN Network's average viewership has fallen from 204,000 to 109,000. |
Investment Advisor
April 2007
Savita Iyer |
An Underutilized Charitable Option More education is needed to encourage tax-free gifts to nonprofits from financial advisory clients' IRAs. |
The Motley Fool
October 23, 2006
Dan Caplinger |
Christmas Bells Are Ringing Start early to keep holiday spending from putting you in the hole. |
