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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. |
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. |
Financial Planning March 1, 2005 Donald Jay Korn |
The Devil's Alternative Savvy planning can shave a few points from the alternative minimum tax, a numbers game where the house always wins. |
The Motley Fool September 22, 2006 Roy Lewis |
Avoid the Dreaded AMT Although the alternative minimum tax was intended to apply to high-income taxpayers who take advantage of loopholes, it can also apply to middle-income taxpayers who haven't planned their taxes thoroughly enough. Take steps now to escape the Alternative Minimum Tax. |
Financial Planning March 1, 2007 Julian Block |
Shadow Tax The alternative minimum tax is not just a problem for your wealthiest clients anymore. Here's what all your clients need to know. |
The Motley Fool March 9, 2007 Dan Caplinger |
Kill the AMT The first step toward making taxes simple is eliminating the AMT. Because planning for the AMT requires completely different strategies from regular tax planning, it's extremely difficult to find solutions that will reduce both standard tax and AMT liability. |
The Motley Fool December 3, 2007 Dan Caplinger |
Expecting a Tax Refund? Expect to Wait The government's waffling with your money. Elected representatives have decided this year to play chicken with the alternative minimum tax. |
Registered Rep. December 1, 2002 Jason Van Steenwyk |
Honey, I Shrunk the AMT If you understand AMT rules, you will have a growing competitive advantage over advisors who don't. You will attract more affluent (and lucrative) clients. You'll likely lose fewer clients to competitors. You'll find opportunities that other advisors miss. |
CFO December 1, 2006 Marie Leone |
Alternative Universe Nothing this side of the Boston Tea Party has raised as much ire as the alternative minimum tax, but there are things you can do to keep from getting mugged. |
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. |
Entrepreneur September 2006 Carol Tice |
Steer Clear How you can avoid paying the Alternative Minimum Tax now and later. |
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 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. |
Registered Rep. October 1, 2004 Stan Luxenberg |
Ticking Tax Bomb Alternative Minimum Tax (AMT) surprises could become increasingly common for shareholders of municipal bond funds. Advisors must now decide whether to buy funds with private bonds. |
Financial Planning July 1, 2005 Alison L. McConnell |
The Muni Market Demand for private-activity bonds could rise if Congress approves legislation that would repeal the individual alternative minimum tax. |
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. |
Entrepreneur March 2008 Scott Bernard Nelson |
Escape the AMT Trap The AMT is in limbo, but you don't have to be. Start planning now to avoid tax season surprises. |
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 May 23, 2006 Roy Lewis |
Surprise! More New Tax Rules The IRS changes just keep coming. Earlier this month, the House and Senate passed HR 4297, The Tax Increase Prevention and Reconciliation Act of 2005. Here are some of the highlights of the new law. |
Reason July 2004 Julian Sanchez |
Flat-Tax Perspective Without reform, the relative tax burden borne by the American middle class could soon get heavier still thanks to the Alternative Minimum Tax. |
The Motley Fool April 30, 2004 Roy Lewis |
It's Always Tax Time Make next April less taxing. Plan your taxes throughout the year. |
Inc. December 2004 Jonathan Sprague |
Closing the Books It's time to settle accounts for 2004 -- and prepare for a fruitful 2005. Here are three ways to get the most out of the annual end-of-the-year bookkeeping scramble. |
The Motley Fool May 5, 2006 Roy Lewis |
Putting the Brakes on Tax Breaks A lot of tax provisions are hitting their expiration dates. How will the changes affect you? |
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. |
The Motley Fool September 21, 2005 Selena Maranjian |
Our National Taxpayer Advocate Recommends ... Nina Olson sent a report to Congress with some important observations and suggestions. She also outlined areas of focus for the Office of the Taxpayer Advocate in 2006. Here are some highlights. |
BusinessWeek February 16, 2004 Howard Gleckman |
Will The AMT Eat Your Tax Break? The AMT steals the benefit of lower dividend and capital-gains rates from investors with total income between, roughly, $150,000 and $400,000. |
BusinessWeek December 4, 2006 Aaron Pressman |
Don't Wait Till April The end of the `06 tax year is upon us, so it's time to put your house in order. Here's a list of five places to start. |
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. |
The Motley Fool March 15, 2007 Dayana Yochim |
Double-Check Your Taxes The little things can get you in trouble. Beware these common flubs. Missing Social Security numbers... Sloppy math... Ignoring the Alternative Minimum Tax... etc. |
BusinessWeek February 16, 2004 Toddi Gutner |
Those "Tax-Free" Munis: Look Again The AMT disallows tax-free interest when the bond is deemed to be financing for a "private activity," not for the public weal. While issued by a public agency, they may actually support a private-sector activity. |
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. |
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. |
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. |
Investment Advisor December 2007 Melanie Waddell |
Deadline Looms for AMT Fix With a deadline to fix the Alternative Minimum Tax by year-end fast approaching, Congress is in a mad dash to find alternative sources of revenue to plug the hole that would be created if 25 million taxpayers were saved from the AMT. |
The Motley Fool May 4, 2007 Selena Maranjian |
Making Taxes Better Miss tax season? You can learn about taxes throughout the year! |
Investment Advisor January 1, 2011 Melanie Waddell |
New Year Will Likely Include New Tax Scheme Odds favor both House and Senate passage of bipartisan tax package. |
The Motley Fool February 23, 2007 Roy Lewis |
The Electronic IRS The IRS has made great strides in recent years in updating its website to make paying taxes easier. |
BusinessWeek April 18, 2005 Robert Kuttner |
Beware A Sales Tax In The Name Of Simplicity Taxes on consumption in the U.S. would hurt the middle class and the poor. |
The Motley Fool November 5, 2004 Roy Lewis |
Are Your Taxes Ready for 2005? Here are some tips to consider while preparing for the new year. |
The Motley Fool February 1, 2008 Roy Lewis |
4 Tips to Make Your Tax Season Easier Read on for some advice about rebates, patches, and audits to make your tax season a little less complicated. |
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 November 11, 2005 Roy Lewis |
The End Is Near. Save Now! The year will be over before you know it. Make sure you know how to save on your taxes before it's too late. |
Entrepreneur December 2008 Carol Tice |
Year-End Tax Tips Small-business accountant Teresa Hinton reveals a few key things small businesses can do to ease the burden of April 15. |
The Motley Fool October 22, 2004 Roy Lewis |
Will You Benefit From Tax Relief? The new Working Families Tax Relief Act of 2004 extends some provisions. Will they affect your family? |
Financial Planning December 1, 2005 |
Mailbox AMT Trappings... Hazardous Housecalls?... |
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. |
Investment Advisor February 2008 James J. Green |
Expansion of AMT Put Off A flurry of last-minute year-end legislative action by the first session of the 110th Congress included a bill that postpones by a year expansion of the alternative minimum tax to millions of taxpayers. |
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. |
The Motley Fool December 28, 2007 Rich Smith |
Snap! AMT Bites Tax Preparers Congress took even longer than usual fixing the alternative minimum tax this year; as a result, taxpayers must wait until February 11 to make their 2007 tax filings. |
Financial Advisor October 2007 Eric L. Reiner |
Shifting Winds Year-end planning straddles the tax code's moving parts. |