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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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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%. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
February 26, 2010
Dan Caplinger
Planning Your Taxes in a Crazy World No one knows what the future will bring. mark for My Articles similar articles
Financial Advisor
November 2007
Marla Brill
Sunset On The Horizon Tax relief that appeals to investors could soon be a thing of the past. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
January 5, 2010
Dan Caplinger
Don't Let This Destroy Your Financial Future How to lessen the tax man's sting. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
July 13, 2010
Selena Maranjian
Will Taxes Soon Skyrocket? The situation may not be as dire as it seems. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
December 31, 2009
Dan Caplinger
This Billion-Dollar Question Is Still Up in the Air The estate tax is in limbo. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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). mark for My Articles similar articles
AskMen.com
Michael Estrin
8 Tax Tips Here are a few deductions and credits the average Joe doesn't know, but should. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
January 13, 2010
Lower Taxes Are Always in Season What you can do now to reduce your taxes. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
January 13, 2010
Dan Caplinger
This Could Cause the Next Crash Higher taxes will transform the investment world. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
April 18, 2011
Morgan Housel
5 Things to Know About Taxes Just in time for tax day. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
January 13, 2010
Cut Your Taxes in 7 Easy Steps Do some research and don't wait until April. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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!... mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
January 7, 2005
Roy Lewis
Tangled in Tax Records? You've got forms and reports everywhere. What should you keep? mark for My Articles similar articles
The Motley Fool
April 30, 2004
Roy Lewis
It's Always Tax Time Make next April less taxing. Plan your taxes throughout the year. mark for My Articles similar articles
The Motley Fool
August 17, 2005
Dividends Taxed Twice Dividends aren't perfect, but they can serve you well. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles