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Inc. October 2008 Robb Mandelbaum |
Tax This; Tax That When it comes to taxes, John McCain and Barack Obama both want to ease the burden and spark the economy. The difference is in how they would go about doing it. Here are the specifics of each candidate's plan. |
Financial Advisor November 2007 Marla Brill |
Sunset On The Horizon Tax relief that appeals to investors could soon be a thing of the past. |
Registered Rep. November 5, 2012 Lena Rizkallah |
The View from the Fiscal Cliff Say goodbye to some taxe cuts and incentives that will likely expire in 2013. |
Financial Advisor September 2012 Eric L. Reiner |
Jive Talkin' Even if the next president carries out his tax proposals, the economic impact could be different from what's promised. |
Registered Rep. November 2, 2015 David H. Lenok |
A Look Inside The Wealthiest Estate Plans in America How does estate asset allocation change as clients climb the wealth ladder? |
The Motley Fool July 13, 2010 Selena Maranjian |
Will Taxes Soon Skyrocket? The situation may not be as dire as it seems. |
Financial Advisor October 2012 Mary Rowland |
Tough Choices Financial advisors describe how they are helping clients potentially minimize the bite when taxes go up next year. |
Financial Advisor January 2012 Gail Liberman |
State Of Affairs Most clients are unaware that state death taxes can take a substantial cut of an inheritance. |
The Motley Fool November 7, 2008 Dan Caplinger |
Is an Obama Tax Storm Looming? With the new president-elect announcing that change is on its way, investors on both sides of the aisle are wondering whether they're going to end up paying a lot more in taxes. |
Financial Advisor October 2012 Eric L. Reiner |
The Winds Of Limbo Roar Financial advisors need to keep in mind that next year's tax rules could change before, or after, 2013 arrives. |
Financial Planning December 1, 2008 Jeanne Lee |
Taxes: Going Up? After President-elect Obama takes office, many experts expect an increase in capital gains and income tax rates for high-net-worth individuals. Advisors might want to consider examining the potential impact of higher rates on clients' portfolios and retirement strategies. |
BusinessWeek September 20, 2004 Gleckman & McNamee |
What A "Fairer" Tax Code Might Look Like A reelected Bush may rework the existing system -- or try for a consumption tax. His previous tax cuts and other ideas offer some hints as to where Bush-style reform might go. |
Financial Advisor November 2003 Raymond Fazzi |
States Exacerbate Death Tax Confusion Planners are groping for answers on estate taxes. |
BusinessWeek November 4, 2009 Jane Sasseen |
Health-Care Reform's Hidden Taxes Why a lot of health reform's costs could be borne by the middle class, despite Obama's pledges. |
Financial Planning March 1, 2013 Martin Shenkman |
Wealthy Need New Trust Strategy With federal estate taxes no longer a threat, the standard planning approach for wealthy couples needs to change. |
Commercial Investment Real Estate Sep/Oct 2013 |
CCIM Connections As the National Association of Realtors' senior policy representative for federal taxation, Evan Liddiard keeps close watch on tax laws affecting both residential and commercial real estate. |
The Motley Fool January 13, 2010 Dan Caplinger |
This Could Cause the Next Crash Higher taxes will transform the investment world. |
IndustryWeek August 18, 2010 Thomas J. Duesterberg |
The Competitive Edge -- Taxes Take Center Stage An analysis of two proposed tax plans shows only one will stimulate the economy and provide important benefits to manufacturers. |
Financial Planning February 1, 2013 Martin Shenkman |
Estate Planning Game Changer This year's tax deal could radically shift the way your clients handle tax and estate issues. Here are some strategies to consider. |
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. |
Registered Rep. December 7, 2010 Jerry Gleeson |
A Second Act for Estate Tax? On Monday, President Obama announced a deal with congressional Republicans that calls for a $5 million estate tax exemption and a 35 percent rate -- part of a broader package that would extend the Bush-era income tax cuts another two years for taxpayers of all income levels. |
Commercial Investment Real Estate Sep/Oct 2012 Duncan Patterson |
Donations Demystified Certified Commercial Investment Members can play a role in the real estate gifting process. Charitable gifting through donations of real estate is one of the most underutilized methods of transferring assets in today's market. |
The Motley Fool February 26, 2010 Dan Caplinger |
Planning Your Taxes in a Crazy World No one knows what the future will bring. |
Registered Rep. February 27, 2009 David A. Geracioti |
New Obama Tax Increases Are Bad Enough for Wealthy, but under Democratic Sponsored House Bills, Estate Planning Will Be Turned Upside Down Looks like financial advisors catering to the affluent will have a new disaster to talk about: Obama's tax hikes and closing of personal exemptions and itemized deductions. |
Registered Rep. March 28, 2012 Lena S. Rizkallah |
TRUSTS & ESTATES: April is National Financial Literacy Month Now more than ever, individuals should become familiar with the financial tools they need to create and follow a budget, manage debt and save for retirement. |
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? |
The Motley Fool October 20, 2010 Dan Caplinger |
Why Higher Taxes Won't Backfire Figuring out what to do about our huge tax problem has triggered such a big debate that Congress has once again come to a standstill rather than dealing with it. |
BusinessWeek January 21, 2010 Jane Sasseen |
Taxes: Ready to Rumble How Obama will target business, and how business will fight back |
The Motley Fool April 24, 2007 Dan Caplinger |
High Fund Taxes? Be Happy! A rundown on the hows and whys of taxes on distributions. |
Registered Rep. February 18, 2010 David A. Geracioti |
The Return of the Estate Tax and "New Money" Financial advisors with entrepreneurial clients -- first-generation wealth creators -- best take heed of Obama's recently introduced plans to bring back the federal estate tax. |
Financial Planning December 1, 2012 Ann Marsh |
Massive Wealth Transfer: Clients Rush Before Year's End Advisors have been racing to finish what some say is an unprecedented transfer of wealth to descendants because Bush-era tax exemptions may expire at year s end.. |
The Motley Fool April 30, 2004 Roy Lewis |
It's Always Tax Time Make next April less taxing. Plan your taxes throughout the year. |
Financial Planning February 1, 2012 Ann Marsh |
15 Top Tax Strategies For 2012 There's a one-word theme for the 2012 tax year: uncertainty. Chief among the reasons are the sky-high exemptions on the estate tax, the lifetime gift tax and the generation-skipping tax. |
IndustryWeek April 1, 2006 Michael K. Evans |
Evans On The Economy -- Tax Cheats Snub Spend-Crazy Feds There would have been no federal budget deficit last year had tax cheaters paid all they owed. |
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? |
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. |
The Motley Fool November 7, 2008 Robert Brokamp |
Obama and Your Golden Years Will President-elect Obama shore up America's retirement security? |
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. |
HBS Working Knowledge April 15, 2015 |
Why Americans Voted for an Income Tax Matthew Weinzierl looks at the justifications for the United States income tax and whether it is an unfair burden or fair payment for services rendered. |
Financial Planning February 1, 2012 Scott Wenger |
Planning the Unknowable As all savvy advisors know, smart tax planning is not only about choosing the right strategy at the right time, it's also about avoiding bush league mistakes. |
IndustryWeek October 20, 2010 |
The Competitive Edge: Lame Ducks and the Economy A host of tax, budget and regulatory issues will still be on the table when Congress reconvenes after the November election. Will the two parties be able to put aside their differences and act? |
BusinessWeek July 29, 2010 Charlie Rose |
Charlie Rose Talks to the Carlyle Group's David Rubenstein The Carlyle Group founder, whose clout in Washington dates to a stint in the Carter White House, discusses Obama and business, death and taxes. |
Reason Aug/Sep 2009 Veronique de Rugy |
Destroying Jobs in Order to Save Them: Obama's Corporate Tax "Reforms" Make a Bad Situation Worse. Instead of making the corporate tax system worse, why not reform it? Why not avoid old protectionist tricks such as Buy American provisions and instead let U.S. firms compete abroad without the chains of the U.S. tax code? |
Commercial Investment Real Estate Sep/Oct 2013 Mary Stark Hood |
Real Estate Gifting Realized: Retained Life Estates A retained life interest, or retained life estate as it is commonly called, allows a donor to claim a charitable deduction at the present time for the gift of the remainder value of real property donated to charity. |
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. |
BusinessWeek July 15, 2010 Ryan Donmoyer |
Brinkmanship Over the Bush Tax Cuts High-income Americans could be the beneficiaries of a looming fight over whether to extend or let expire the Bush-era tax cuts. |
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 September 8, 2006 Dan Caplinger |
Taxes and Your New Business: Part 2 You know what taxes to pay as a business owner. Now learn which ones you have to collect. |
The Motley Fool September 14, 2009 Dan Caplinger |
3 Ways You Can Beat Higher Taxes Beat the IRS by getting your investments in shape. |
Investment Advisor May 2009 James J. Green |
Editor's Note: Talking to the Enemy The editor of this publication sounds off on the International Advisor 25 honorees and other topics of note. |