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The Motley Fool March 18, 2005 Roy Lewis	Shift Income for Tax Savings Here are some strategies for lowering your tax bill.
Financial Planning July 1, 2010 Donald Jay Korn	All in the Family Advisors should start talking with clients now about shifting income from higher-bracket to lower-bracket family members. Possible strategies include hiring children or even retired parents in a business, or transferring assets to these individuals.
Financial Advisor April 2005 Gregory Bresiger	Selling A Home To A Child Convince a client nearing retirement to stay in a primary residence in a booming real estate market, delaying the move to the Sunbelt for a few years. Have the client sell the home to a child. It could help the client and a child under certain circumstances.
The Motley Fool November 8, 2006 Dan Caplinger	Forget About Taxes! Don't let tax considerations stop you from making good investing decisions.
The Motley Fool December 21, 2005 Roy Lewis	Escape from Estimated Taxes Avoid the burden of sending quarterly checks to Uncle Sam. Here are some loopholes to remember.
The Motley Fool June 23, 2006 Roy Lewis	Profit From Your Children Take full advantage of the tax benefits dependents provide. Here's how.
The Motley Fool December 6, 2006 Dan Caplinger	How Many Taxes Can There Be? In considering the appropriate strategies to manage your taxes, you have to take these taxes into account: States and their income taxes... If it's a tax, it can't be simple... etc.
Financial Planning April 1, 2005 Julian Block	2010: The Taxes We'll Pay This is a golden age for investors, at least as far as taxes are concerned. Looking ahead, there are several ways your clients can take advantage of today's tax rules and prepare for tomorrow's.
The Motley Fool April 24, 2007 Dan Caplinger	High Fund Taxes? Be Happy! A rundown on the hows and whys of taxes on distributions.
The Motley Fool September 14, 2009 Dan Caplinger	3 Ways You Can Beat Higher Taxes Beat the IRS by getting your investments in shape.
The Motley Fool January 5, 2010 Dan Caplinger	Don't Let This Destroy Your Financial Future How to lessen the tax man's sting.
Registered Rep. April 22, 2015 Kevin McKinley	Small Deposits Now, Big Money Later Using the right vehicle and starting as soon as possible, parents, grandparents and other concerned family members can provide a lifetime of financial security for the children they love.
The Motley Fool June 17, 2005 Roy Lewis	Start Planning for Next Year's Taxes Many think that taxes are simply a chore, something to attend to once a year. Anyone with that attitude is likely leaving money on the table. Here are some tips to consider.
The Motley Fool February 11, 2005	Trade Dates vs. Settlement Dates What is the difference between "trade date" and "settlement date," and which should you use on your taxes?
The Motley Fool January 2, 2004 Roy Lewis	Dividends vs. Salary for Businesses C- and S-type corporations can save taxes, depending on how they classify compensation.
Registered Rep. June 17, 2013 Kevin McKinley	The Power of Persuasion These small acts for clients' children and grandchildren can make a big difference.
Investment Advisor October 2007 Susan L. Hirshman	Love Those Taxes! Here are the latest ways to use tax issues to build financial advisory client relationships.
The Motley Fool July 2, 2004 Roy Lewis	Summer Tax Break It's not exactly hot fun in the summertime, but looking at your 2004 taxes now will save you money later.
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.
Financial Planning January 5, 2008 Donald Jay Korn	Zero Can Be Positive High-income clients who want to avoid tax on investment income can put their money into municipal bonds and funds for tax-exempt interest. As of 2008, there's a new way to get a break.
The Motley Fool April 30, 2004 Roy Lewis	It's Always Tax Time Make next April less taxing. Plan your taxes throughout the year.
The Motley Fool January 13, 2010 Dan Caplinger	This Could Cause the Next Crash Higher taxes will transform the investment world.
Financial Advisor January 2007 Marla Brill	The College Savings Chasm The gap between college savings and costs is big, and it's likely to get bigger. Here is some advice on how financial planners can help.
Financial Planning October 1, 2005 Garrett Thornburg	The Fair Tax The estate tax is up for reform (or repeal) in the Senate, leaving planners and advisers with a daunting dilemma. Is there a smarter, more equitable way to think about estate taxes?
Reason May 2004 Julian Sanchez	Data: State Squeeze A study finds state and local taxes on business - including property, sales, and corporate income taxes - growing at an accelerating rate.
Registered Rep. April 1, 2006 Kevin McKinley	On Golden Pond--Literally Buying life insurance while establishing a qualified personal residence trust is an especially shrewd move for benevolent owners of second homes. Since the trust will theoretically eliminate estate taxes on the property, the clients can get by with a smaller death benefit -- and lower premiums.
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.
The Motley Fool February 16, 2007 Mary Dalrymple	Kids and Capital Gains Your young investor might face higher taxes on capital gains and dividends.
BusinessWeek April 18, 2005 Robert Kuttner	Beware A Sales Tax In The Name Of Simplicity Taxes on consumption in the U.S. would hurt the middle class and the poor.
Financial Advisor May 2004 Michael E. Kitces	Disunification Hits Estate And Gift Taxation The death of the unified credit makes things tricky.
Entrepreneur January 2007 Jennifer Pellet	Teen Tax Alert Changes in tax law could affect how much your kids are taxed.
The Motley Fool November 22, 2006 Dan Caplinger	Don't Pay the Penalty By looking at your tax situation before the end of the year and taking appropriate action, you can do your best to pay as little as possible to the IRS.
The Motley Fool April 7, 2009 Dan Caplinger	Smart Stock Moves to Fight Higher Taxes If you plan ahead, you can avoid some of the fallout that will ensue when taxes rise -- and not only save yourself taxes, but prevent losses on your investments as well.
The Motley Fool September 3, 2004	Calculating Gains on Old Stock You may have to pay a bundle in taxes if you can't find your purchase price.
The Motley Fool April 21, 2006 Roy Lewis	It's Always Tax Time! Leaving things to a tax pro at the end of the year is just fine. But that tax pro can't follow you around to help you with your daily financial, investment, and tax decisions. It's ultimately up to you to take some of the teeth out of your annual tax bite.
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.
The Motley Fool September 20, 2006 Dan Caplinger	Don't Defer Paying Tax: Part 1 As an investor, you will no doubt have many people tell you that you should do whatever you can to avoid paying taxes now. Although this line of thought seems intuitively correct, it does not always give the best results.
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 January 19, 2010	5 Reasons Your Taxes Might Change When it comes to taxes, there's always more to learn. Let us help.
Registered Rep. January 23, 2014 Kevin McKinley	Five Tax Strategies for the New Year Here are five tax strategies you should be talking about with your clients sooner rather than later.
The Motley Fool November 10, 2006 Roy Lewis	Plan Before It's Too Late! Year-end tax-planning tips for 2006.
Investment Advisor July 2006 Melanie Waddell	The Playing Field: Extension Explication Good and bad news -- and uncertainty -- from the new tax bill. Financial advisors, take note.
AskMen.com Steven Shaw	How To: Be A Godfather A look at some of the most important duties to help you learn how to be a godfather.
The Motley Fool March 20, 2007 Dan Caplinger	Get a $1,400 Tax Cut Don't put off your taxes any longer. Get the tax savings you deserve by opening an IRA today. Taking the first step toward retirement security can make you richer right now.
The Motley Fool July 17, 2009 Dan Caplinger	You Can Save Thousands Without Lifting a Finger Rather than cashing in the long-held winning stocks in your portfolio, you may find that by holding onto those winners, you can legally avoid paying huge amounts of money to the folks you'd least want to have it -- the IRS.
The Motley Fool January 14, 2004 Robert Brokamp	Fallow Finances You don't have to be a venture capitalist to have "seed money." You earn tens of thousands of dollars a year, which you can sow however you see fit. Make sure your money isn't falling on infertile soil or being consumed by vultures.
The Motley Fool July 13, 2010 Selena Maranjian	Will Taxes Soon Skyrocket? The situation may not be as dire as it seems.
The Motley Fool April 9, 2010 Selena Maranjian	5 Surprising Tax Facts Many people won't pay any tax at all -- and some actually want to pay more.
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.
The Motley Fool December 1, 2006 Roy Lewis	Looking Back, Looking Forward Here are just a few of the many tax provisions recently signed into law. You still have time to take maximum advantage of those provisions put in place for 2006, and more than enough time to plan your taxes for 2007.