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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. |
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. |
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. |
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. |
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. |
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. |
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 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. |
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. |
The Motley Fool November 11, 2005 Roy Lewis |
The End Is Near. Save Now! The year will be over before you know it. Make sure you know how to save on your taxes before it's too late. |
The Motley Fool March 31, 2006 Roy Lewis |
Avoid Tax Filing Mistakes Beware of taxpayers' most common goofs: Carry-forwards from prior years... Missing Social Security numbers... Assuming the itemized deduction... Overpayment of Social Security taxes... State tax refunds... etc. |
The Motley Fool November 28, 2006 Dan Caplinger |
Double Up on Deductions Make the most of your tax-deductible expenses. |
The Motley Fool November 5, 2004 Roy Lewis |
Are Your Taxes Ready for 2005? Here are some tips to consider while preparing for the new year. |
Entrepreneur September 2006 Carol Tice |
Steer Clear How you can avoid paying the Alternative Minimum Tax now and later. |
The Motley Fool February 22, 2007 Dan Caplinger |
Is Your Hobby a Business? As a potential source of deductible expenses, hobbies are a promising target that many taxpayers consider using. |
The Motley Fool December 22, 2005 Roy Lewis |
Last-Minute Tax Moves You're running out of time! Act now, and you can save yourself some tax misery. |
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. |
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? |
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, 2007 Julian Block |
Tax Brakes Are your financial advisory clients taking all the business-driving tax deductions they're eligible for? |
BusinessWeek November 1, 2004 Ellen Hoffman |
Time To Do Your Tax Checkup There are a few new wrinkles to consider. Perhaps most notable is the state sales tax vs. state income tax deduction. But there are other things to consider, as well. |
The Motley Fool March 15, 2007 Dayana Yochim |
Double-Check Your Taxes The little things can get you in trouble. Beware these common flubs. Missing Social Security numbers... Sloppy math... Ignoring the Alternative Minimum Tax... etc. |
BusinessWeek December 4, 2006 Aaron Pressman |
Don't Wait Till April The end of the `06 tax year is upon us, so it's time to put your house in order. Here's a list of five places to start. |
The Motley Fool December 19, 2003 Roy Lewis |
11th-Hour Tax Moves You have less than two weeks to reduce this year's tax bill. |
The Motley Fool February 23, 2007 Roy Lewis |
The Electronic IRS The IRS has made great strides in recent years in updating its website to make paying taxes easier. |
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. |
The Motley Fool April 30, 2004 Roy Lewis |
It's Always Tax Time Make next April less taxing. Plan your taxes throughout the year. |
Registered Rep. March 14, 2013 Kevin McKinley |
Deductible Me Help clients understand how to get all the tax deductions they are entitled to, including home, health and education, and possibly even the fees they pay to you. |
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. |
Financial Planning November 1, 2009 Julian Block |
A New Standard As the end of the year nears, clients are once again starting to think about their tax returns. Now more than ever, qualified financial advisors should be ready to provide some information on the choices taxpayers must make. |
The Motley Fool September 15, 2006 Roy Lewis |
Death to Itemized Deductions! Taxpayers, if your income is above the limit, you'll lose your grip on some of your itemized deductions. Don't be caught by surprise. |
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. |
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. |
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. |
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 July 5, 2006 Dan Caplinger |
Staying Ahead of the Tax Curve Good tax planning starts well before the year ends. Dealing with your taxes is a big challenge. Like many things, however, if you stay on top of your taxes with some pre-planning, it's a lot easier to keep them under control. |
BusinessWeek October 31, 2005 Lewis Braham |
Time For A Yearend Checkup Here are several items to consider when doing your tax check-up: Donating to charity... Extensions or hikes of existing benefits and deductions... Gifting stock... Alternative Minimum Tax... etc. |
The Motley Fool December 15, 2006 Roy Lewis |
A Holiday Gift for Taxpayers Congress has some seasonal tax goodies for you. Here are the highlights. |
AskMen.com Ross Bonander |
New Tax Laws For 2009 Taxpayers should pay special attention to tax-law changes, as they can directly affect how much money is kept out of Uncle Sam's hands. |
The Motley Fool January 13, 2010 |
Lower Taxes Are Always in Season What you can do now to reduce your taxes. |
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? |
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 July 14, 2006 Roy Lewis |
Buy a Home, Save on Taxes We've all heard it before: Buy a home and save a ton of money on your income taxes! While it may sound enticing, it's not always true -- or at least, not as true as some would have you believe. |
The Motley Fool November 19, 2004 Roy Lewis |
How to Deal With Annuities' Losses When cashing out, there are several tax issues to keep in mind. |
The Motley Fool December 9, 2005 |
The Income Tax Process, Explained It does take a while to do (it's estimated that upwards of 30 hours is required to complete Form 1040 and Schedules A, B, C, and D), but it isn't brain surgery. |
The Motley Fool March 3, 2006 Roy Lewis |
Save Tax Dollars Now! There are a whole lot of lines on your tax return. Have you researched every last one, making sure you're taking advantage of all the legal ways you can cut your tax bill? Here's how to spot the deductions and credits most taxpayers miss. |
The Motley Fool September 9, 2005 Roy Lewis |
Keep More of Your Losses Learn how to maximize deductions for losses from variable annuities. |
The Motley Fool December 17, 2004 Roy Lewis |
Tax Deductions for Home PCs You can deduct all or part of the costs of your home PC, depending upon its use. But put on your thinking cap before you tackle this gnarly issue. |
The Motley Fool January 20, 2010 |
Tax Tips for Small Businesses A few basic ways to stay on the IRS's good side. |