MagPortal.com   Clustify - document clustering
 Home  |  Newsletter  |  My Articles  |  My Account  |  Help 
Similar Articles
Entrepreneur
March 2007
Time For A Muni Makeover? Take a closer look at municipal bonds. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
September 2005
Marla Brill
The Case For Municipal Bonds Improving municipal bond yields could ease investor fear of rising interest rates. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
Entrepreneur
September 2006
Carol Tice
Steer Clear How you can avoid paying the Alternative Minimum Tax now and later. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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... mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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 mark for My Articles similar articles
Financial Advisor
June 2012
Michelle Knight
Bane Or Boon? Proposed tax changes could bring significant consequences for municipal bondholders. mark for My Articles similar articles
Commercial Investment Real Estate
May/Jun 2004
J.R. Chantengco
Affordable Money Nonprofit and private developers can take advantage of tax-exempt bonds. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
November 19, 2009
Dan Caplinger
These Investments Are Far From Risk-Free Don't get seduced by bonds. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles