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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. |
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. |
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 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. |
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. |
Financial Advisor April 2005 Bruce W. Fraser |
Taking Stock of Options For financial advisors and clients alike, the big questions have always been when and how to exercise options. Timing is everything for realizing gains and avoiding tax liabilities. |
Financial Planning June 1, 2006 John Nersesian |
Weigh Your Options Employee stock options are difficult to understand. Clients need your help to manage them effectively. Advisers who develop expertise in this area can attract and retain significant relationships with executives. |
Entrepreneur September 2006 Carol Tice |
Steer Clear How you can avoid paying the Alternative Minimum Tax now and later. |
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 February 8, 2007 Dan Caplinger |
Make the Most of Stock Options: Taxes Stock options can be beneficial to both employees and their employers. In determining the best way to use your options, however, you have to understand the way they're treated for tax purposes. |
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... |
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 July 1, 2005 Alison L. McConnell |
The Muni Market Demand for private-activity bonds could rise if Congress approves legislation that would repeal the individual alternative minimum tax. |
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. |
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 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. |
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. |
CFO August 1, 2007 Marie Leone |
Lessons in Sitting Pretty Many "paper millionaires" understand less about their stock options than they think. |
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. |
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. |
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. |
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 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? |