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Financial Planning November 1, 2006 Julian Block |
Office Tax Max For financial advisory clients with home offices, new rules make it easier to exclude profits when they sell. |
The Motley Fool June 16, 2006 Roy Lewis |
What to Know Before Selling Investors, regardless of whether you'll have a gain or a loss, you may be able to accomplish a sale but still minimize your taxes. |
The Motley Fool January 13, 2004 Selena Maranjian |
Sell Your House Tax-Free! Don't leave big bucks on the table. |
The Motley Fool January 30, 2007 |
Sell Your House, Tax-Free! New exclusion rules could let you keep more capital gains. Proper planning can save tens of thousands of tax dollars. Improper planning can cost you just as much. |
The Motley Fool August 11, 2006 |
Avoid Paying Taxes When You Sell Your Home Play your cards right and keep a $500,000 gain, tax-free! |
The Motley Fool October 29, 2004 Roy Lewis |
How Will the New Jobs Act Affect You? Will portions of the overhaul have an impact on your taxes? |
Registered Rep. November 1, 2004 Susan L. Hirshman |
When Taxes Hit (Second) Home It is to an advisor's advantage to have some idea of the tax implications of a client's purchase of a second home. |
Financial Planning July 1, 2005 Julian Block |
Making Amends Nearly 4 million Americans will file an amended tax return this year. Your financial planning clients might be among them. Here are some filing tips. |
Financial Planning October 7, 2009 Julian Block |
Forgiveness, for Some In response to the housing crisis and a still shaky economy, Congress is making changes to the tax code. One such revision is an amendment that helps millions of home sellers who owe more on their mortgages than their dwellings are worth |
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 August 30, 2007 Dan Caplinger |
No Tax Relief for Housing Woes The IRS adds insult to injury for owners selling homes at a loss. |
The Motley Fool May 7, 2004 Roy Lewis |
Tax Paperwork to Keep So you've completed your tax return, and you find that you have enough records to fill a large dump truck and a small wheelbarrow. Now what? How long do you have to hang on to all this stuff? |
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. |
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. |
Investment Advisor December 2005 Tere D'Amato |
The Tax Advisor: The Fine Print You can defer taxes with a private annuity trust. But do so carefully. Putting the strategy into play can be challenging and carries risks often not fully considered. |
Commercial Investment Real Estate Mar/Apr 2004 Ronald L. Raitz |
Tax Watch During most real estate sales, prospective buyers offer sellers earnest money as a down payment toward the final transaction. During 1031 exchanges many sellers want to know if they can hold the earnest money. The answer is absolutely. |
Investment Advisor August 2007 Susan L. Hirshman |
Buyer's Remorse Those contemplating a second home purchase may be many of your financial advisory clients. Is this a smart move for them? |
Entrepreneur March 2004 Joan Szabo |
Easy Street A new IRS regulation makes it a snap to calculate and report company vehicle deductions on your next tax return. There's good news from the irs for entrepreneurs who use four or fewer vehicles at the same time for business purposes. |
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. |
Financial Planning March 1, 2005 Roccy DeFrancesco |
Guarding the Fortress Protecting a wealthy client's marital home or personal residence isn't easy. Here are some options to explore. |
Commercial Investment Real Estate May/Jun 2015 Donald J. Valachi |
Lease Option or Sale? What is the economic reality of your transaction? |
Financial Planning May 1, 2005 Julian Block |
The Retirement Tax Here's how to calculate the tab for those who receive Social Security benefits-and for those who pay them. |
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. |
Financial Advisor October 2005 Jeffrey Rattiner |
Mining The 1040 Here is a sampling of the types of information that can be found when analyzing a 1040 from a financial planning perspective. |
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. |
Financial Planning April 1, 2006 Julian Block |
The Dr. Made Me Do It How do you handle deductions for medical expenses when home improvements are the Rx? More than one taxpayer has learned the hard way the importance of before-and-after appraisals. |
The Motley Fool February 17, 2005 William Stecker |
The Oft-Missed Deduction Did you know that expenses incurred in the production of income are deductible? When it comes to investment expenses, let Uncle Sam help. |
Commercial Investment Real Estate Nov/Dec 2009 Harvey Berenson |
Cost-Segregation Solutions These studies can provide tax advantages even after property sales. |
Commercial Investment Real Estate Jul/Aug 2004 Ronald L. Raitz |
Do your properties meet IRS requirements for 1031 transactions? Inexperienced real estate investors may be surprised to learn that not all properties qualify for Internal Revenue Code Section 1031 tax-deferred exchanges. |
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. |
Entrepreneur June 2005 Scott Bernard Nelson |
Gain Change New IRS guidelines make things a little easier on your home office by allowing you to defer capital gains after a move. |
AskMen.com Dan Carter |
8 Worthwhile Tax Deductions You Don't Know About Using itemized tax deductions to your benefit. |
Entrepreneur August 2006 Jennifer Pellet |
Trading Up A Section 1031 exchange allows you to sell a property used for business or investment and reinvest your gains in a second property - also used for business or investment - without paying taxes on your profit. |
The Motley Fool December 23, 2004 |
Uncle Sam Wants Your Gains The government wants a chunk of all your capital gains -- almost. |
National Real Estate Investor August 1, 2005 Vickie L. Norman |
How to Avoid High Property Taxes Failing to understand what constitutes value from a property tax point of view results in high property taxes. |
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. |
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. |
Financial Advisor October 2011 Eric L. Reiner |
Forge Ahead Tax planning lies in the eerie shadow of the deficit-reduction talks. |
Financial Advisor October 2004 Michael E. Kitces |
New IRS Guidance On Car Donations When IRS Publication 4303 is followed correctly, you (or the client you advise) can be confident in your tax deduction---and mistakes will virtually ensure that an IRS audit will be an even more unpleasant experience than it already is. |
Financial Planning September 1, 2006 Julian Block |
Written Record By keeping a detailed list of personal property, financial advisory clients will find it's easier to claim a deduction on their taxes in the event of casualty or theft losses. |
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? |
The Motley Fool January 13, 2006 Roy Lewis |
Tax Changes for 2005 Save yourself tax-time hassles -- note these changes before you file: Charitable contributions... Definition of "child"... Clean-fuel vehicles... Standard mileage rates... Clean-fuel vehicles... Standard mileage rates... etc. |
The Motley Fool November 29, 2006 |
Post-Tax Records to Keep Receipts and statements may be fleeting, but tax returns are forever. |
The Motley Fool January 14, 2010 |
6 Things Investors Should Know About Taxes Minimize the amount you have to pay on different types of investments. |
National Real Estate Investor March 1, 2003 Jim Arbury |
Help or Hindrance? Most apartment owners cheered in 2001 when a new law was passed to gradually phase out the estate tax, but a closer examination shows that the law could actually hurt many property owners. |
Entrepreneur November 2003 Paul & Sarah Edwards |
Taxing Matters. Come tax time next year, you'll be glad you decided to start your own homebased business. |
The Motley Fool February 17, 2006 Roy Lewis |
Unforeseen Circumstances: Taxpayers' Friend? Here's how some IRS private letter rulings regarding the home sale tax deduction might help you exclude part of your home-sale gain. |
The Motley Fool December 3, 2004 Roy Lewis |
10 Ways To Save Taxes Now! Prepare yourself for the new year by tackling tax issues today. |
Commercial Investment Real Estate Nov/Dec 2015 Jackson & Drago |
Tangible Property Regs Avoid demolishing your depreciable tax basis. |
The Motley Fool August 30, 2007 Mary Dalrymple |
Move for Less If you must move, think of every step as a financial transaction as much as a logistical one. Consider some of these ideas to prevent your move from relocating all of your money to someone else's pocket. |