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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.
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.
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.
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 November 5, 2004 Roy Lewis	Are Your Taxes Ready for 2005? Here are some tips to consider while preparing for the new year.
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.
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.
Registered Rep. May 1, 2004 Susan L. Hirshman	Budget Some Time There's no doubt that some proposed tax measures will result in bona fide financial planning opportunities for clients. As the political debate wages in Washington, take a little time to prepare. Clients will be thankful come October.
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.
On Wall Street April 1, 2011 Susan L. Hartman	Tax Tips For This Year And Next Tax-aware advisors are preparing to counsel investors on everything, from the short-term nature of tax breaks, to maximizing cash flows and retirement plan distribution planning.
The Motley Fool March 10, 2005 Robert Brokamp	Why the Roth Rules Compared with a 401(k) or traditional IRA, a Roth likely will lead to more money in retirement.
The Motley Fool July 20, 2009 Dan Caplinger	Why a Roth Could Be All Wrong for You Even with all their features, Roth IRAs might not be your best choice.
The Motley Fool January 27, 2006 Roy Lewis	Prepare to Prepare! Here's what you'll need to do this year's taxes: Investment records... Retirement accounts... Family and home... Charity and miscellaneous... Keep everything!...
The Motley Fool January 7, 2005 Roy Lewis	Tangled in Tax Records? You've got forms and reports everywhere. What should you keep?
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.
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 January 16, 2004 Roy Lewis	Paperwork for Tax Preparation The IRS has your information, and will make sure you include it on your return.
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 November 1, 2006 Donald Jay Korn	Happy Endings Financial advisors, this year new laws provide potential payoffs, as well as pitfalls, for December tax planning. Charitable Strategies... Gift-Tax Exclusions... Retirement Planning...
The Motley Fool December 22, 2006 Roy Lewis	Cut Your 2006 Taxes With the clock quickly winding down to Dec. 31, you'll want to act quickly to reduce your tax bite. Here are some suggestions.
The Motley Fool November 28, 2006 Dan Caplinger	Double Up on Deductions Make the most of your tax-deductible expenses.
The Motley Fool March 4, 2005 Roy Lewis	How to Save More Money on Taxes Here are tax deductions that can be easily overlooked.
The Motley Fool January 13, 2010	Lower Taxes Are Always in Season What you can do now to reduce your taxes.
Registered Rep. September 29, 2015 Kevin McKinley	Five Tax-Smart Strategies For Turbulent Markets Here are five steps your clients can take to boost their net returns by reducing their income taxes and capital gains taxes.
Registered Rep. March 25, 2015 Kevin McKinley	The Pitfalls and Perils of 529 Withdrawals Here is what you and your clients need to know about using 529 funds for higher education (and other) expenses.
Registered Rep. January 18, 2013 Kevin McKinley	Forget Chasing Yield; Cut Taxes for Extra Income Stop chasing higher yields, returns, and risks, and instead use these methods to reduce your working clients' income tax bills.
Entrepreneur December 2002 Joan Szabo	Get Your Tax Straight All the last-minute financial secrets a small business needs to get out from under some of that tax burden before 2002 comes to a close.
Entrepreneur March 2006 Scott Bernard Nelson	New Horizons More choices for 401(k) and 403(b) plans mean the sky's the limit on your retirement-planning options.
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 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.
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 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 February 27, 2004 Roy Lewis	Top 10 Overlooked Tax Breaks 10 overlooked tax breaks from educator expenses to self employment health insurance.
The Motley Fool May 4, 2006 Robert Brokamp	The ABCs of the Roth 401(k) There's a lot to like about the Roth 401(k) -- but it's not the same beast as the Roth IRA. So, what's worth more -- a tax break now or a tax break later?
AskMen.com Michael Estrin	8 More Tax Tips Spending a few hours on your taxes can be well worth your time. Don't overlook these deduction possibilities: sales taxes, non-cash donations, IRA contributions, worthless stock, miscellaneous deductions, FICA overpayment, amended returns, and casualty deductions.
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.
The Motley Fool July 22, 2004 Robert Brokamp	The Cost of Not Saving for Retirement You are paying today for every dollar you don't put into your 401(k). The tax savings on your contribution is reason enough to save. There are plenty of other incentives, too, including one that might be worth even more.
The Motley Fool January 6, 2004 Robert Brokamp	5 Reasons You Need an IRA Reduce taxes, build wealth, retire in style -- and stop throwing your money away.
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.
Registered Rep. February 20, 2013 Kevin McKinley	Clocking Out: Tax Planning for Clients Near Retirement You have a narrow window to make tax-cutting moves for those on the cusp of retirement.
Financial Planning July 1, 2005 Ed Slott	IRS Okays IRA Settlements The agency's new ruling solves one big problem. But the thorny issue of income taxes on attorneys' fees remains.
BusinessWeek February 5, 2007 Ellen Hoffman	Pay Off The House? Not So Fast It may be smarter to invest extra money instead of eliminating your mortgage.
AskMen.com Nick Kennedy	2010 Tax Planning Guide Follow these steps to try to take a smarter approach in your dealings with Uncle Sam.
Commercial Investment Real Estate Jan/Feb 2004 Feuerstein & Marsden	Plan Now, Save Later Follow these tax planning tips to reduce this year's business taxes.
Registered Rep. March 1, 2008 Kevin McKinley	Gimme A Break Tax breaks for charitable giving.
The Motley Fool April 18, 2007 Dan Caplinger	Don't Wait Till Next Year Before you put away your tax stuff for another year, it's worth your while to take a look at how you did in 2006 to see how you can improve your 2007 tax picture.
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.
Financial Planning September 1, 2013 Donald Jay Korn	Are Unmatched 401(k) Contributions a Good Idea? Without an employer contribution, some clients may do better skipping the 401(k) plan and putting the money elsewhere.
The Motley Fool November 10, 2006 Roy Lewis	Plan Before It's Too Late! Year-end tax-planning tips for 2006.
The Motley Fool January 26, 2006 Dayana Yochim	Apathy, Spending Spree, or IRA? With the average 401(k) balance in the $50,000 range, it seems a shame to either fritter away those retirement dollars by cashing out or forgetting about long, lost accounts until it's too late. Which will it be when you leave your old job?