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Entrepreneur March 2007 |
Time For A Muni Makeover? Take a closer look at municipal bonds. |
Registered Rep. October 1, 2004 Stan Luxenberg |
Ticking Tax Bomb Alternative Minimum Tax (AMT) surprises could become increasingly common for shareholders of municipal bond funds. Advisors must now decide whether to buy funds with private bonds. |
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. |
BusinessWeek February 16, 2004 Toddi Gutner |
Those "Tax-Free" Munis: Look Again The AMT disallows tax-free interest when the bond is deemed to be financing for a "private activity," not for the public weal. While issued by a public agency, they may actually support a private-sector activity. |
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 January 1, 2006 Alison McConnell |
House OK's AMT, Katrina Relief Following a 414 to four vote in favor of alternative minimum tax (AMT) relief, the House of Representatives approved a rewritten tax relief bill for the Gulf Coast states hit hard by Hurricane Katrina. |
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. |
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. |
The Motley Fool December 3, 2007 Dan Caplinger |
Expecting a Tax Refund? Expect to Wait The government's waffling with your money. Elected representatives have decided this year to play chicken with the alternative minimum tax. |
Financial Planning May 1, 2006 Stuart Bromberg |
The Muni Option Municipal bonds and bond funds are still reasonably cheap and offer tax-free ballast to diversify a portfolio. But when advising clients about municipal bonds, it's important to assess whether the investors could be subject to the alternative minimum tax. |
Financial Advisor September 2005 Marla Brill |
The Case For Municipal Bonds Improving municipal bond yields could ease investor fear of rising interest rates. |
The Motley Fool March 9, 2007 Dan Caplinger |
Kill the AMT The first step toward making taxes simple is eliminating the AMT. Because planning for the AMT requires completely different strategies from regular tax planning, it's extremely difficult to find solutions that will reduce both standard tax and AMT liability. |
Investment Advisor December 2007 Melanie Waddell |
Deadline Looms for AMT Fix With a deadline to fix the Alternative Minimum Tax by year-end fast approaching, Congress is in a mad dash to find alternative sources of revenue to plug the hole that would be created if 25 million taxpayers were saved from the AMT. |
Investment Advisor October 2005 Kathleen M. McBride |
Relief Pitcher How do you spell relief from the alternative minimum tax? Try the Fidelity Tax-Free Bond Fund, a fund that provides strong returns largely free of the AMT heartburn. |
The Motley Fool May 5, 2006 Roy Lewis |
Putting the Brakes on Tax Breaks A lot of tax provisions are hitting their expiration dates. How will the changes affect you? |
Entrepreneur September 2006 Carol Tice |
Steer Clear How you can avoid paying the Alternative Minimum Tax now and later. |
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. |
Investment Advisor February 2008 James J. Green |
Expansion of AMT Put Off A flurry of last-minute year-end legislative action by the first session of the 110th Congress included a bill that postpones by a year expansion of the alternative minimum tax to millions of taxpayers. |
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 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 November 1, 2005 Alison L. McConnel |
The Muni Market The Treasury Department is flat-out opposed to providing federal guarantees for tax-exempt municipal bonds issued by hard-hit Gulf Coast states/localities, according to Treasury Secretary John W. Snow. |
Investment Advisor January 1, 2011 Melanie Waddell |
New Year Will Likely Include New Tax Scheme Odds favor both House and Senate passage of bipartisan tax package. |
Entrepreneur March 2008 Scott Bernard Nelson |
Escape the AMT Trap The AMT is in limbo, but you don't have to be. Start planning now to avoid tax season surprises. |
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. |
Reason July 2004 Julian Sanchez |
Flat-Tax Perspective Without reform, the relative tax burden borne by the American middle class could soon get heavier still thanks to the Alternative Minimum Tax. |
The Motley Fool December 28, 2007 Rich Smith |
Snap! AMT Bites Tax Preparers Congress took even longer than usual fixing the alternative minimum tax this year; as a result, taxpayers must wait until February 11 to make their 2007 tax filings. |
Salon.com April 18, 2001 Damien Cave & Amy Standen |
Death to the AMT! Silicon Valley gets political as an obscure tax clause strikes deep at the wallets of the rich and the middle class... |
The Motley Fool January 20, 2004 Selena Maranjian |
Alternative Tax Nightmares If even IRS employees can't sufficiently comprehend our tax laws, what hope do we mere taxpayers have? Well, at least we have a Taxpayer Advocate. |
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 Planning January 1, 2009 Daniel J. Pederson |
The Year of the Tortoise As the capital markets falter, savings bonds, the tortoises of the investment world, are leaving the haggard hares of stocks and corporate bonds panting by the roadside. |
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. |
AskMen.com Michael Estrin |
Investing In Bonds Having some bonds in your portfolio is not only a good way to make money, it's also a great way to diversify. Here's what you need to know before you invest in the bond market. |
Investment Advisor November 2007 Melanie Waddell |
On the Capitol Hill Agenda Going into the 2008 Presidential election year, Congress will be addressing the Alternative Minimum Tax and the estate tax, and 401(k) fee disclosure. Washington insiders say actions will be taken in all three areas. |
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. |
On Wall Street November 1, 2008 J Gibson Watson |
Opportunities Stirring in the Municipal Market For now, munis are trading at tight premiums to Treasuries -- but don't assume that means they are risk-free |
Financial Advisor June 2012 Michelle Knight |
Bane Or Boon? Proposed tax changes could bring significant consequences for municipal bondholders. |
Commercial Investment Real Estate May/Jun 2004 J.R. Chantengco |
Affordable Money Nonprofit and private developers can take advantage of tax-exempt bonds. |
AFP eWire February 15, 2011 |
White House Again Proposes Cap on Charitable Deductions President Obama's FY2012 Budget includes a cap on itemized deductions, including charitable deductions, for high-income taxpayers to pay for an Alternative Minimum Tax fix. |
The Motley Fool February 4, 2011 Russ Krull |
100-Year Bonds? Even though most individuals would not be interested in owning these bonds, there are at least two reasons they should be interested in the very long end of the bond market. |
The Motley Fool November 19, 2009 Dan Caplinger |
These Investments Are Far From Risk-Free Don't get seduced by bonds. |
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. |
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. |
The Motley Fool August 10, 2005 |
What's a Bond? A bond is a loan from you to a company or government. If a company issues bonds, it's borrowing cash and promising to pay it back at a certain rate of interest. |
Inc. December 2004 Jonathan Sprague |
Closing the Books It's time to settle accounts for 2004 -- and prepare for a fruitful 2005. Here are three ways to get the most out of the annual end-of-the-year bookkeeping scramble. |
The Motley Fool December 19, 2006 Dan Caplinger |
The Scoop on Savings Bonds A look at the history of bonds and why they're not so attractive anymore. |
AFP eWire August 13, 2004 |
Estate Tax Repeal Hurts Charities, New Evidence Suggests The non-partisan Congressional Budget Office has released two new studies that indicate that the repeal of the estate tax will have a significant negative impact on charitable giving. |
Registered Rep. November 24, 2010 Diana Britton |
Stampede Out Of Municipal Bonds Is Temporary; Reversal Ahead Record municipal bond outflows last week represent a short-term blip in the market, some industry sources say. |
On Wall Street October 1, 2010 Schroeder & Dutton |
November Elections Put Tax Cut Extensions On Hold Market participants warn that it's unlikely that federal lawmakers will take action on proposals to extend expiring tax programs or keep income tax cuts in place for the middle class before the November elections. |
Financial Planning July 1, 2008 Peter Schroeder |
Davis Case Final Ruling Kentucky and 41 other states can continue taxing interest on out-of-state municipal bonds while exempting interest on their own bonds without violating the Constitution, the Supreme Court ruled on May 19. |
The Motley Fool December 19, 2006 Dan Caplinger |
The Scoop on Savings Bonds: Part 2 A closer look at why bonds aren't as attractive as they used to be. |