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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.
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.
Financial Advisor May 2004 Marla Brill	Employee Stock Options Planning Remains Confusing Advisors must contend with potentially complex tax and retirement issues
Financial Advisor April 2005 Bruce W. Fraser	Taking Stock of Options For financial advisors and clients alike, the big questions have always been when and how to exercise options. Timing is everything for realizing gains and avoiding tax liabilities.
The Motley Fool February 8, 2007 Dan Caplinger	Make the Most of Stock Options: Planning Stock options can be beneficial to both employees and their employers. Once you get the gist of how stock options work, you can then turn to the question of how to integrate them into your financial plan.
Financial Planning December 1, 2010 Matt Brady	Timing Is Everything The era of historically low income tax rates, when investors enjoyed a maximum tax rate of 15% on long-term capital gains is likely coming to a close. In 2011, federal tax rates will likely revert to higher levels, with more increases expected in 2013 and afterward.
The Motley Fool August 28, 2008 Dan Caplinger	When Your Stock Options Are Underwater For employees who get paid in part through stock options, stagnant and falling share values mean a big pay cut.
CFO August 1, 2007 Marie Leone	Lessons in Sitting Pretty Many "paper millionaires" understand less about their stock options than they think.
The Motley Fool April 12, 2004 Salim Haji	Higher Pay and Lower Taxes Results from two new studies: corporate CEOs continue to get pay raises, and most corporations pay little or no taxes.
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 February 8, 2007 Dan Caplinger	Make the Most of Stock Options: The Basics Stock options can give employees of successful companies a huge incentive to work hard toward building shareholder value. Options can be a valuable part of compensation, but you have to manage them well.
The Motley Fool January 5, 2010 Dan Caplinger	Don't Let This Destroy Your Financial Future How to lessen the tax man's sting.
The Motley Fool September 9, 2008 Dan Caplinger	How Will November Affect Your Portfolio? It's far too early to guess who'll win the election in November. But it's never too early for investors to worry about what impact it could have on the stock market -- especially when it comes to proposed tax changes.
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.
The Motley Fool January 13, 2010 Dan Caplinger	This Could Cause the Next Crash Higher taxes will transform the investment world.
The Motley Fool August 4, 2009 Selena Maranjian	A Tax Hike for Dividends and Capital Gains? The administration has proposed capping dividend and capital gains taxes at 20%, even for high-income taxpayers. That's a tax hike, but not as big an increase as some fear.
CFO Andrew Osterland	Opting for Stock Options Multinationals are still choosing to offer options. They just need to be tailored to local tastes...
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 28, 2009 Dan Caplinger	Do This in the Next 3 Days or You'll Regret It This counterintuitive move could save you money. The one thing you do control when it comes to taxes is when you decide to sell your individual stocks.
American Family Physician December 15, 2006	Exercise: How to Get Started An informative guide: Why should I exercise?... Who should exercise?... What kind of exercise should I do?... How long should I exercise?... etc.
Financial Planning January 1, 2005 David Stein	Shopping for Tax Rates Investors who pay taxes as soon as possible end up with more money. It does require careful tax planning and management of trading costs, but the proactive value it can add to a client's aggregate investment portfolio makes it well worth considering.
On Wall Street November 1, 2009 Elizabeth Wine	Executive Clients: Taking Stock of Their Portfolios One of the top issues advisors to corporate executive clients grapple with is persuading their clients to diversify their portfolios.
The Motley Fool April 7, 2010 Dan Caplinger	You Can Still Save Thousands on Your Taxes Last-minute filers, unite. You have nothing to lose but your tax bill.
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.
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 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 December 17, 2010 Morgan Housel	Big Picture: A Completely Broken Tax System You tell us how to fix it.
The Motley Fool November 23, 2004 Jim Schoettler	The Billion-Dollar Secret As the debate rages over whether or not companies should expense stock options, we take a look at some basic questions: Why should stock options be expensed?... What does it mean for the investor?... etc.
The Motley Fool March 2, 2007 Selena Maranjian	Your Tax Rate: Marginal vs. Effective Learn the truth behind tax-bracket myths.
The Motley Fool May 29, 2009 Dan Caplinger	You Don't Need This in Your Portfolio Tax-efficient funds are a thing of the past.
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.
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.
BusinessWeek November 19, 2007 Maria Bartiromo	Charles Rangel: Chairman, House Ways & Means New York Representative Charlie Rangel talks about tax reform.
The Motley Fool September 15, 2008 Dan Caplinger	Cash In and Pay Nothing! Largely hidden within the capital gains rates is a provision that calls for an even lower capital gains rate for those in the first two tax brackets, for some as low as 0%.
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 February 28, 2011 Dan Caplinger	Buy These Stocks and Stiff the IRS Dividends and capital gains can be tax-free for some taxpayers.
The Motley Fool January 28, 2010 Dan Caplinger	The Hidden Cost of Roth Conversions Raising your taxable income can cause collateral damage on your taxes.
CFO June 1, 2006 Scott Leibs	This Time It's Personal While C-level executives tend to be high-net-worth individuals, and would thus seem to face rosy retirements, they aren't immune to a common misperception: that their nest eggs are larger than in fact they are.
American Family Physician December 15, 2006	Exercise: A Healthy Habit to Start and Keep An informative handout: How much exercise do I need?... How do I get started?... Making Exercise a Habit... How do I stick with it?...
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.
Financial Planning August 1, 2013 Ilana Polyak	New Rules for Asset Location Taxable account or tax-deferred? Where clients investments are housed can be vital to total returns, but beware the pitfalls.
The Motley Fool September 8, 2006 Dan Caplinger	Taxes and Your New Business: Part 1 Know how to steer clear of tax problems as a business owner.
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.
Investment Advisor February 1, 2011 David Lau	Dispatches from the Tax-Efficient Frontier Three advisors share views on the power of tax deferral.
Knowledge@Wharton	Re-examining Stock Options as a Way to Compensate Executives Now that an underperforming stock market and the excesses of Enron have focused new attention on the use and abuse of stock options as a way to incentivize senior managers, what changes, if any, should companies make in their design of compensation packages?
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 April 30, 2004 Roy Lewis	It's Always Tax Time Make next April less taxing. Plan your taxes throughout the year.
The Motley Fool September 20, 2006 Dan Caplinger	Don't Defer Paying Tax: Part 2 Simple rules of thumb are handy for investors; in general, taking advantage of opportunities to eliminate or defer payment of tax is a smart move.
The Motley Fool December 8, 2004 Bill Mann	Aligning Interests? Yeah, Right Cisco's employees apparently can't sell their stock options fast enough. Suits the company just fine.
BusinessWeek June 18, 2007 Lewis Braham	Options: Have An Exit Plan Grants are part of your overall portfolio, so you need a clear strategy for selling.