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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? |
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. |
The Motley Fool January 2, 2004 Roy Lewis |
Dividends vs. Salary for Businesses C- and S-type corporations can save taxes, depending on how they classify compensation. |
Financial Planning February 1, 2013 Ilana Polyak |
15 Tax Moves for Right Now The eleventh-hour tax deal reached in Washington will require some new strategies for advisors and their clients. |
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%. |
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. |
The Motley Fool February 26, 2010 Dan Caplinger |
Planning Your Taxes in a Crazy World No one knows what the future will bring. |
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. March 25, 2010 Jerry Gleeson |
Don't panic. Health-care Tax Impact Years Off Your clients may fear a huge tax bite after President Obama signed historic health care legislation into law this week. You can reassure them. |
AFP eWire |
U.S. Top Taxpayers Get Richer, Give More The top 400 taxpayers in the United States reported income of more than $85 billion in 2005 and gave over $7.5 billon to charity, according to Internal Revenue Service. |
Financial Advisor September 2008 Kenneth P. Brier |
Political Winds With current low tax rates on capital gains and dividends likely targets in any tax debate, it may be a good time for advisors and their clients to consider taking action. |
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 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 July 13, 2010 Selena Maranjian |
Will Taxes Soon Skyrocket? The situation may not be as dire as it seems. |
The Motley Fool January 26, 2010 Selena Maranjian |
These Stocks Tax You Twice Many people don't realize that dividend investments can double the IRS's chances to reach into your wallet -- unless you take advantage of a clever, simple strategy to block the tax man. |
The Motley Fool June 12, 2009 Dan Caplinger |
These 3 Blessings Could Disappear As investors, you always need to prepare for change. As long as you know what to expect, you can successfully adjust to whatever the future may bring. |
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. |
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. |
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. |
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 July 31, 2009 Dan Caplinger |
Retire Rich With These Stocks Stick with these winners even after you quit. If you're approaching or in retirement, think about how dividend stocks can play a larger role in your investment strategy. |
BusinessWeek August 12, 2010 Richard Siklos |
Extreme Moneyball Frank and Jamie McCourt borrowed and blustered their way into a California dream life of mansions, Gulfstream jets, and ownership of the Los Angeles Dodgers. The dream has ended. |
The Motley Fool December 31, 2009 Dan Caplinger |
This Billion-Dollar Question Is Still Up in the Air The estate tax is in limbo. |
The Motley Fool April 7, 2009 Dan Caplinger |
Smart Stock Moves to Fight Higher Taxes If you plan ahead, you can avoid some of the fallout that will ensue when taxes rise -- and not only save yourself taxes, but prevent losses on your investments as well. |
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. |
Real Estate Portfolio May/Jun 2004 |
Did You Know Because REITs generally do not pay corporate taxes, the majority of REIT dividends will continue to be taxed as ordinary income at a new maximum rate of 35 percent (down from 38.6 percent). |
AskMen.com Michael Estrin |
8 Tax Tips Here are a few deductions and credits the average Joe doesn't know, but should. |
Registered Rep. April 17, 2013 Kevin McKinley |
Sheltering Clients From the Taxman Several investment strategies can protect high-income clients from new taxes and higher tax rates. |
The Motley Fool January 13, 2010 |
Lower Taxes Are Always in Season What you can do now to reduce your taxes. |
Registered Rep. September 23, 2011 Diana Britton |
Final Shape of Tax Reform Unclear, But Some FAs Take Steps to Prepare Clients Most financial advisors are taking a wait-and-see approach to President Barack Obama's tax proposal announced Monday, but some say it could pay to prepare clients for some kind of tax reform anyway. |
The Motley Fool January 13, 2010 Dan Caplinger |
This Could Cause the Next Crash Higher taxes will transform the investment world. |
Commercial Investment Real Estate Jul/Aug 2006 Richard S. Lehman |
Inbound Investments U.S. commercial real estate professionals should become familiar with the tax benefits available to inbound international real estate investors. |
The Motley Fool April 18, 2011 Morgan Housel |
5 Things to Know About Taxes Just in time for tax day. |
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? |
CFO February 1, 2005 |
Ten Questions for Charles O. Rossotti Former IRS commissioner Charles O. Rossotti has a tough assignment: advising President Bush on how to overhaul the tax code. |
The Motley Fool January 13, 2010 |
Cut Your Taxes in 7 Easy Steps Do some research and don't wait until April. |
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. |
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 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!... |
Financial Planning June 1, 2005 Julian Block |
Don't Be Withholding Clients who are late remitting payroll taxes to the IRS can find themselves personally liable. |
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 April 30, 2004 Roy Lewis |
It's Always Tax Time Make next April less taxing. Plan your taxes throughout the year. |
The Motley Fool August 17, 2005 |
Dividends Taxed Twice Dividends aren't perfect, but they can serve you well. |
The Motley Fool July 18, 2007 Tim Beyers |
Speaking Mathanese: Dividend Taxes The taxman cometh. Do you know what you owe? Here is how to figure your dividend tax. |
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. |
AskMen.com Terence Channon |
Tax Myths These common tax myths will only lead to time-consuming research, and perhaps a higher tax bill instead of a hefty return. |
The Motley Fool January 16, 2007 Dayana Yochim |
Sort Your Tax Paperwork Instantly Financial organization can cost you thousands of dollars a year. Don't let the dollars slip through your fingers this year when you file your taxes. |
The Motley Fool February 1, 2007 Dan Caplinger |
IRS Attacks "Charitable" Cheats A few bad apples can spoil everyone's good tax benefits. That said, some taxpayers' tendency to squeeze every dime they can from available deductions is unfortunate. |
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 March 31, 2004 Selena Maranjian |
Uncle Sam Double-Dips on Dividends Taxation of dividends: it's not what you earn that counts -- it's what you keep. |