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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.
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.
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 March 2011 Eric L. Reiner	Biding Time The 2010 Tax Relief Act offers opportunities for clients and prolonged uncertainty for advisors.
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 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.
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.
BusinessWeek February 16, 2004 Howard Gleckman	The Stealth Tax The AMT now sideswipes 3 million taxpayers. Think you're not one of them? Better cross your fingers.
The Motley Fool February 4, 2004 Robert Brokamp	Taxes, Cuts, and Politics [Tax Q&A] Since much of the election comes down to taxes -- and since the tax filing deadline is looming -- we thought we'd offer a brief lesson on how your tax bill is calculated, followed by a quick look at whose tax bills will be lower this year.
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 2007 Marla Brill	Sunset On The Horizon Tax relief that appeals to investors could soon be a thing of the past.
Financial Advisor October 2004 Eric L. Reiner	Year-End Tax Strategies, Edition 2004 AMT (alternative minimum tax) and historically low tax rates demand advisors' attention.
Registered Rep. May 1, 2004 Susan L. Hirshman	Budget Some Time There's no doubt that some proposed tax measures will result in bona fide financial planning opportunities for clients. As the political debate wages in Washington, take a little time to prepare. Clients will be thankful come October.
Financial Planning October 1, 2005 John Nersesian	The Stealth Tax Millions of middle-class clients are falling into the alternative minimum tax (AMT) trap. Here's how financial advisers can help lower clients' total tax bills.
BusinessWeek January 21, 2010 Jane Sasseen	Taxes: Ready to Rumble How Obama will target business, and how business will fight back
CFO January 1, 2008 Lori Calabro	Lifting the Handicap By lowering the corporate tax rate, can the United States regain a competitive edge?
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.
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.
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.
Investment Advisor October 2009 James J. Green	The Scope of the Problem A tax and planning attorney speaks at Schwab Impact 2009 about tax and estate planning changes that are on the way.
The Motley Fool September 30, 2004 Rugaber & MacNealy	Kerry vs. Bush: Who Wins? Would you like to return to the economic policies of the roaring '90s, when unemployment fell to record lows, wages rose, and the stock market soared?... The administration's strategies (for our economy, businesses, individual investors, and the average American) stand to benefit our country in the near term and for generations to come...
Investment Advisor October 2007 Susan L. Hirshman	Love Those Taxes! Here are the latest ways to use tax issues to build financial advisory client relationships.
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.
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?
On Wall Street January 1, 2013 Michael Cohn	A Tumult Over Taxes: Preparing for Whatever May Come Preparing your clients for the tax plan ultimately agreed upon in Washington.
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.
Registered Rep. February 4, 2015 Jason Smolen	Is the "Step-Up" Stepping Down? When President Obama delivered his State of the Union Address last month, he proposed ending the "step up" provision in the capital gains tax.
Financial Advisor October 2009 Eric L. Reiner	Up, Up And Away With tax rates likely to rise, traditional approaches are being revisited.
The Motley Fool July 13, 2010 Selena Maranjian	Will Taxes Soon Skyrocket? The situation may not be as dire as it seems.
Registered Rep. April 10, 2012 Conrad Teitell	Trusts & Estates: Washington Legislative Climate for Charitable and Estate Planning How can you advise clients when the Washington legislative tax climate is foggy? And sometimes the fog lifts retroactively.
Investment Advisor July 2006 Melanie Waddell	The Playing Field: Extension Explication Good and bad news -- and uncertainty -- from the new tax bill. Financial advisors, take note.
Financial Advisor October 2011 Eric L. Reiner	Forge Ahead Tax planning lies in the eerie shadow of the deficit-reduction talks.
On Wall Street April 1, 2011 Susan L. Hartman	Tax Tips For This Year And Next Tax-aware advisors are preparing to counsel investors on everything, from the short-term nature of tax breaks, to maximizing cash flows and retirement plan distribution planning.
Financial Advisor March 2010 Eric L. Reiner	Just Do It With greater uncertainty than ever surrounding the estate tax, Washington must act soon.
On Wall Street December 1, 2010 Susan L. Hartman	Tactics For 2011 With Congress still in session at press time, there may be more than a few changes to the 2010 and 2011 federal income tax yet to come.
BusinessWeek August 5, 2010 Peter Coy	The Wisdom and Folly of the Bush Tax Cuts Most economists agree there's little choice but to end tax cuts from George W. Bush's era. That means the fiscal war in Washington is only going to get uglier.
Financial Planning July 1, 2010 Donald Jay Korn	All in the Family Advisors should start talking with clients now about shifting income from higher-bracket to lower-bracket family members. Possible strategies include hiring children or even retired parents in a business, or transferring assets to these individuals.
Registered Rep. November 11, 2010 Jerry Gleeson	Tax Cut Sunset Won't Hurt Philanthropy Some affluent investors are wondering, "Do I skip writing the check this year and make the donation in 2011, when I might need a deduction more?"
Financial Advisor June 2012 Michelle Knight	Bane Or Boon? Proposed tax changes could bring significant consequences for municipal bondholders.
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.
CFO March 1, 2009 Randy Myers	Taxed to the Max Hefty tax rates continue to penalize U.S. companies, and the calls for reform are growing louder.
Financial Advisor December 2010 Bruce W. Fraser	Reconfiguring Giving Major changes in attitudes and tax laws may affect the philanthropic advice you give clients.
Financial Advisor December 2004 Karen DeMasters	Holding The Line The Working Families Tax Act of 2004 does not solve the growing problem of the alternative minimum tax system, but it at least postpones the problem for some taxpayers for another year.
CFO May 1, 2011 Randy Myers	Fit to Be Tied Corporate America and Uncle Sam may finally see eye to eye on tax reform.
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 November 7, 2008 Robert Brokamp	Obama and Your Golden Years Will President-elect Obama shore up America's retirement security?
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?
BusinessWeek October 7, 2010 Ryan J. Donmoyer	Wealthy Families' Living-Gift Strategy Families are locking in the historically low 35 percent gift tax and hoping they don't die before the end of the year, forfeiting the no-estate-tax bonanza.
CFO April 1, 2005 Don Durfee	The Coming Tax Hike Simplification is the stated goal of president Bush's tax commission. But the more likely outcome is a tax increase for business.
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.