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The Motley Fool
January 30, 2007
Sell Your House, Tax-Free! New exclusion rules could let you keep more capital gains. Proper planning can save tens of thousands of tax dollars. Improper planning can cost you just as much. mark for My Articles similar articles
The Motley Fool
August 11, 2006
Avoid Paying Taxes When You Sell Your Home Play your cards right and keep a $500,000 gain, tax-free! mark for My Articles similar articles
Financial Planning
November 1, 2006
Julian Block
Office Tax Max For financial advisory clients with home offices, new rules make it easier to exclude profits when they sell. mark for My Articles similar articles
Financial Planning
November 1, 2007
Julian Block
No Relief How do you advise a client who's selling a house at a loss? Very, very carefully. mark for My Articles similar articles
The Motley Fool
December 23, 2004
Uncle Sam Wants Your Gains The government wants a chunk of all your capital gains -- almost. mark for My Articles similar articles
The Motley Fool
January 9, 2007
Dan Caplinger
Gaining From Community Property Community property has some interesting characteristics. In addition to saving capital-gains taxes, there are some other potential tax savings that can result from owning community property. mark for My Articles similar articles
The Motley Fool
December 12, 2003
Roy Lewis
New Military Tax Relief Uncle Sam will provide several more tax breaks for those serving in the armed forces. mark for My Articles similar articles
The Motley Fool
July 2, 2004
Selena Maranjian
Cost-effective Divorces Divorces often cost thousands of dollars -- but they don't have to. mark for My Articles similar articles
Financial Planning
June 1, 2007
Marion Asnes
Bookshelf In The Home Seller's Guide to Tax Savings 2007, Julian Block thoroughly explains how to take best advantage of the 2006 tax-law changes that govern buying and selling a primary residence. mark for My Articles similar articles
The Motley Fool
January 18, 2007
Dan Caplinger
Know Your Marital Rights Marriage brings with it certain financial and legal rights that every couple should take into account when thinking about how to create a solid plan for their future. Marriage will have an impact on your finances, and only by knowing its full extent can you plan correctly for every contingency. mark for My Articles similar articles
The Motley Fool
May 7, 2004
Roy Lewis
Tax Paperwork to Keep So you've completed your tax return, and you find that you have enough records to fill a large dump truck and a small wheelbarrow. Now what? How long do you have to hang on to all this stuff? mark for My Articles similar articles
The Motley Fool
August 30, 2006
Buz Livingston
Let's Buy a Home Relax -- falling home prices are no cause for panic. Unless you're planning on selling, does it matter what prices are? mark for My Articles similar articles
Financial Planning
March 1, 2005
Roccy DeFrancesco
Guarding the Fortress Protecting a wealthy client's marital home or personal residence isn't easy. Here are some options to explore. mark for My Articles similar articles
Financial Planning
May 1, 2011
Donald Jay Korn
Wedded Bliss The Tax Relief, Unemployment Insurance Authorization and Job Creation Act of 2010, made dramatic changes to estate taxes. The federal exemption, known as the applicable exclusion amount, was set at $5 million, far above the $3.5 million in effect when the estate tax was last seen, in 2009. mark for My Articles similar articles
The Motley Fool
March 13, 2007
Dan Caplinger
3 Ways to Protect Your Spouse Add these financial tips to your wedding vows. 1. Get some insurance... 2. Write a will... etc. mark for My Articles similar articles
The Motley Fool
June 16, 2006
Dan Caplinger
Bypassing High Estate Taxes Using a bypass trust in your estate plan can create big tax savings. mark for My Articles similar articles
The Motley Fool
May 28, 2004
Roy Lewis
Shorting Stocks: Tax Aspects When taxes complicate a simple short sale, you'll need a few clear guidelines. mark for My Articles similar articles
The Motley Fool
January 13, 2006
Roy Lewis
Tax Changes for 2005 Save yourself tax-time hassles -- note these changes before you file: Charitable contributions... Definition of "child"... Clean-fuel vehicles... Standard mileage rates... Clean-fuel vehicles... Standard mileage rates... etc. mark for My Articles similar articles
Financial Planning
October 7, 2009
Julian Block
Forgiveness, for Some In response to the housing crisis and a still shaky economy, Congress is making changes to the tax code. One such revision is an amendment that helps millions of home sellers who owe more on their mortgages than their dwellings are worth mark for My Articles similar articles
Financial Planning
October 1, 2008
Martin M Shenkman
Leaving More to Beaver Like all estate planning strategies, qualified personal residence trusts (QPRTs) are great for reducing taxes under the right circumstances. mark for My Articles similar articles
Investment Advisor
March 2007
Tere D'Amato
Rich Spouse, Poor Spouse New estate planning techniques may help your financial advisory clients tackle common problems. As with all estate planning, the guidance of an experienced estate planning attorney is key. mark for My Articles similar articles
The Motley Fool
July 21, 2006
Roy Lewis
Tax Your Shorts Before you short a stock, know the tax rules involved. mark for My Articles similar articles
The Motley Fool
January 18, 2007
Dan Caplinger
Know Your Marital Rights, Part 2 Marriage brings automatic changes to your financial and estate planning. Careful attention to these issues is required in order to make sure that everything works the way that you and your spouse want. mark for My Articles similar articles
The Motley Fool
February 17, 2006
Roy Lewis
Unforeseen Circumstances: Taxpayers' Friend? Here's how some IRS private letter rulings regarding the home sale tax deduction might help you exclude part of your home-sale gain. mark for My Articles similar articles
Registered Rep.
November 1, 2004
Daniels, Leibell & Prince
Ado About I Do Here are four steps to a properly planned estate for a client in a nontraditional family. 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
Financial Planning
July 1, 2005
Julian Block
Making Amends Nearly 4 million Americans will file an amended tax return this year. Your financial planning clients might be among them. Here are some filing tips. mark for My Articles similar articles
This Old House
Deborah Baldwin
Use Your Home to Give Yourself a Tax Break Before you throw up your hands at the cost of home-ownership, add up all the ways it pays off on April 15. mark for My Articles similar articles
Financial Advisor
November 2004
Saul M. Simon
Keep Clients' Estate Plans On Track The ABCs of estate planning for business owners. mark for My Articles similar articles
Financial Planning
March 1, 2011
Ed Slott
Gifts From Uncle Sam The author updates us on changes to tax regulations for 2011. mark for My Articles similar articles
The Motley Fool
August 30, 2007
Dan Caplinger
No Tax Relief for Housing Woes The IRS adds insult to injury for owners selling homes at a loss. mark for My Articles similar articles
The Motley Fool
January 30, 2006
The Wash Sale Rule, Explained Investors need to be aware of a bunch of tax issues if they want to make smart decisions and save themselves some headaches and money. mark for My Articles similar articles
The Motley Fool
October 26, 2010
Selena Maranjian
Keep Uncle Sam's Hand out of Your Wallet A little strategy can save you thousands of dollars in taxes. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
January 1, 2007
David Grau
The Impact of Taxes When it comes to taxes, financial services practice succession isn't always well planned. What you don't know can hurt you, at the worst possible time. mark for My Articles similar articles
Commercial Investment Real Estate
Nov/Dec 2006
McCready et al.
A PAT Answer Upon the sale of highly appreciated commercial real estate assets, investors must decide whether to pay the capital gains taxes that are due or use a method to defer the taxes. Private annuity trusts offer one approach to tax deferral. mark for My Articles similar articles
The Motley Fool
August 30, 2007
Mary Dalrymple
Move for Less If you must move, think of every step as a financial transaction as much as a logistical one. Consider some of these ideas to prevent your move from relocating all of your money to someone else's pocket. mark for My Articles similar articles
Financial Planning
June 1, 2006
Donald Jay Korn
Real(i)ty Check As the scorching housing market cools in some areas, owners of multiple homes may feel the chill. mark for My Articles similar articles
Financial Planning
October 1, 2009
Susan B. Weiner
Unwed and Planning The number of unmarried couples living together is beginning to surpass the number of married couples. Advisors should start planning for these clients by uncovering exactly what it is they need. mark for My Articles similar articles
Financial Planning
January 1, 2009
Ed Slott
Is Bigger Better? No matter what state you live in, now is the time to review your clients' estate plans to make sure they take the increased 2009 exemption levels into account. mark for My Articles similar articles
The Motley Fool
October 17, 2006
Mary Dalrymple
Unwedded Bliss Most of the country's laws assume families will be headed by married couples. That means unmarried couples need to think more carefully about how to arrange their joint financial lives. mark for My Articles similar articles
The Motley Fool
November 18, 2005
Roy Lewis
Tax Your Shorts When you sell stocks short, don't forget to give the IRS its cut. mark for My Articles similar articles
The Motley Fool
October 19, 2010
Kate Kashman
Don't Miss Out on Unemployment Military Benefits Don't get confused by state rules for unemployment benefits. mark for My Articles similar articles
Investment Advisor
June 2006
I. Jay Safier
Tax Advisor: Transfer Time, Part 1 One of the significant issues that will be faced by retiring baby boomers is how to keep their accumulated wealth within their families. Here is a review of strategies clients can use for transferring wealth. mark for My Articles similar articles
Financial Planning
May 1, 2005
Julian Block
The Retirement Tax Here's how to calculate the tab for those who receive Social Security benefits-and for those who pay them. mark for My Articles similar articles
The Motley Fool
July 18, 2006
Dan Caplinger
Get Your Kids to College: Introduction Nowhere is the value of compounding returns more evident than in saving for a goal with a fixed time limit, such as financing a college education. mark for My Articles similar articles
Investment Advisor
August 2007
Susan L. Hirshman
Buyer's Remorse Those contemplating a second home purchase may be many of your financial advisory clients. Is this a smart move for them? mark for My Articles similar articles
DailyCandy
July 13, 2007
Set Sale There's nothing unlucky about buying on sale. mark for My Articles similar articles
The Motley Fool
July 30, 2004
What Do Wills Really Do? Don't neglect preparing a will. It can help you in more ways than you think. mark for My Articles similar articles
Registered Rep.
July 11, 2014
Mark Miller
Retirement Benefits and Same-Sex Couples One year after the Supreme Court struck down restrictions on recognizing same-sex marriage, the landscape for spousal rights to retirement benefits has changed. mark for My Articles similar articles