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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? mark for My Articles similar articles
National Real Estate Investor
May 1, 2005
Todd R. Pajonas
Five Misconceptions of 1031 Exchanges The five biggest misconceptions that cause real estate investors to miss out on the advantages and the tax savings afforded by structuring their transactions as an exchange. mark for My Articles similar articles
The Motley Fool
April 24, 2007
Dan Caplinger
High Fund Taxes? Be Happy! A rundown on the hows and whys of taxes on distributions. 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
November 5, 2007
Selena Maranjian
Back Away From That Mutual Fund If you buy a mutual fund just before its capital gains tax distribution, you'll face taxes on an investment you didn't own for very long -- and in many cases, one you never owned. mark for My Articles similar articles
U.S. Banker
November 2006
Lee Conrad
Underused Tool Could Provide Potential Boon to Banks Though like-kind exchanges have been around for years, their use is becoming more popular. Still, experts say, banks should be taking advantage even more, both as a participant and as an intermediary. mark for My Articles similar articles
Entrepreneur
June 2005
Scott Bernard Nelson
Gain Change New IRS guidelines make things a little easier on your home office by allowing you to defer capital gains after a move. mark for My Articles similar articles
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. mark for My Articles similar articles
Commercial Investment Real Estate
Mar/Apr 2004
Ronald L. Raitz
Tax Watch During most real estate sales, prospective buyers offer sellers earnest money as a down payment toward the final transaction. During 1031 exchanges many sellers want to know if they can hold the earnest money. The answer is absolutely. mark for My Articles similar articles
The Motley Fool
November 2, 2005
Capital Gains Rates If you haven't been paying attention, capital gains tax rates, which is what you pay on gains from the sale of stock (among other assets), are not the same as they were several years ago. Know what to expect when you sell those stocks. mark for My Articles similar articles
Financial Planning
January 1, 2005
Rebecca McReynolds
TIC-Tac-Toe Tenancy-in-common (TIC) exchanges are a winning strategy to help clients sell highly appreciated real estate without paying tax on the capital gains. mark for My Articles similar articles
Registered Rep.
April 1, 2006
Kevin McKinley
On Golden Pond--Literally Buying life insurance while establishing a qualified personal residence trust is an especially shrewd move for benevolent owners of second homes. Since the trust will theoretically eliminate estate taxes on the property, the clients can get by with a smaller death benefit -- and lower premiums. mark for My Articles similar articles
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
September 3, 2004
Calculating Gains on Old Stock You may have to pay a bundle in taxes if you can't find your purchase price. mark for My Articles similar articles
Financial Advisor
September 2006
Gaining Ground Investors are clamoring for Tenant-in-Common 1031 exchange private placement deals. Part of the demand is being driven by retiring baby boomers unloading headaches associated with investment real estate and seeking to defer capital gains taxes, sponsors say. mark for My Articles similar articles
Financial Planning
December 1, 2012
Donald Jay Korn
Hot Swap: Property Exchanges for Retiring Baby Boomers As boomers retire and relocate, these tax-deferred deals offer a sweet way to offload real estate investments. mark for My Articles similar articles
Financial Advisor
May 2005
Gail Liberman
Understanding Real Estate Exchange Deals Here are some guidelines to help financial advisors assess the value of 1031 real estate exchanges. mark for My Articles similar articles
National Real Estate Investor
September 1, 2005
Howard Menell
Apartment Owners Wary of Tax Reform Apartment executives are cautious about pending tax reform, having suffered from other efforts to tweak our tax system. Fortunately, many of today's leaders seem to appreciate the complex and long-term nature of real estate investments and the need to maintain stability in the commercial real estate markets. mark for My Articles similar articles
Commercial Investment Real Estate
Nov/Dec 2005
Stephen A. Wayner
Contract Exchanges When attempting to navigate the path that leads to successful 1031 exchanges for pre-construction condominium contracts, commercial real estate professionals and investors should seek legal and tax counsel on their transactions. 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
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
Investment Advisor
June 2006
Seth Pearson
Soapbox: The Next Investment Scandal? The IRS issued guidelines on 1031 exchanges to tenants-in-common properties (TIC) in 2002. Since then, billions of dollars have poured into investments loaded with promoter fees and compensation that may eventually reach or exceed one-half of an investor's contributions. mark for My Articles similar articles
The Motley Fool
March 27, 2009
Dan Caplinger
Cut Your Taxes With This Easy Step Choose the right shares to sell and save. mark for My Articles similar articles
The Motley Fool
November 8, 2006
Dan Caplinger
Forget About Taxes! Don't let tax considerations stop you from making good investing decisions. mark for My Articles similar articles
The Motley Fool
February 26, 2009
Selena Maranjian
The Upside of Broker Fees The more frequently you trade, the more you'll pay your broker in commission fees. But many people may not know that factoring in the cost of those commissions can reduce your capital gains -- and cut the taxes you owe. 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
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 Planning
January 1, 2005
David Stein
Shopping for Tax Rates Investors who pay taxes as soon as possible end up with more money. It does require careful tax planning and management of trading costs, but the proactive value it can add to a client's aggregate investment portfolio makes it well worth considering. mark for My Articles similar articles
Registered Rep.
November 1, 2005
Todd K. Ballenger
Trading Down to a Better Retirement Without preying on your clients' fears, you can use the concern over the real estate bubble to do something that financial advisors should have been doing all along: talk about real estate as part of the comprehensive investment plan. mark for My Articles similar articles
Commercial Investment Real Estate
Nov/Dec 2015
O'Donnell & Rubin
1031 Exchanges Every investor can use this reinvestment tool. mark for My Articles similar articles
Investment Advisor
May 2006
James J. Green
Tax Advisor: Quite a Gift Lenox Advisors partner Tom Henske gives clients a precious commodity: time. In this interview, Henske discusses taxes, high-net-worth clients and his firm's approach to tax planning. mark for My Articles similar articles
The Motley Fool
January 25, 2006
Dayana Yochim
Get Trustworthy Tax Help Do you need a helping hand figuring out your return? If you had unusual gains or decreases in income, or a boost in assets via inheritance, or some other windfall, you might want to consider getting a pro's input. mark for My Articles similar articles
National Real Estate Investor
January 1, 2003
Mike Fickes
1031 Exchanges Do More Than Save Taxes In a 1031 exchange, owners defer the capital gains tax they typically pay in a property sale. This article discusses strategies and pitfalls. mark for My Articles similar articles
Commercial Investment Real Estate
Nov/Dec 2005
Chuck Wise
End-Game Strategies Most commercial real estate investors are clear on the benefits of owning income property, but many underestimate the importance of creating an end-game strategy for the timely and favorable disposition of their assets. Here's how commercial real estate professionals can help. mark for My Articles similar articles
The Motley Fool
October 21, 2009
Dan Caplinger
This Great News Has Been a Long Time Coming Ordinarily, the end of the year is a dangerous time for mutual fund investors. This year, though, most fund shareholders will enjoy something they haven't seen in a while: freedom from capital gains taxes. mark for My Articles similar articles
The Motley Fool
September 14, 2009
Dan Caplinger
3 Ways You Can Beat Higher Taxes Beat the IRS by getting your investments in shape. mark for My Articles similar articles
National Real Estate Investor
March 1, 2003
Jim Arbury
Help or Hindrance? Most apartment owners cheered in 2001 when a new law was passed to gradually phase out the estate tax, but a closer examination shows that the law could actually hurt many property owners. mark for My Articles similar articles
National Real Estate Investor
August 1, 2007
Rochelle Stone
1031 Exchange Do's and Don'ts For the first time in memory, millions of investor dollars have been jeopardized because of poor management practices, causing more than a flutter in the financial hearts of hundreds of investors. 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
Financial Advisor
August 2008
Roy Diliberto
Some Taxes May Not Be Inevitable Reducing the tax disadvantages of investing in mutual funds. 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
The Motley Fool
July 16, 2007
Tim Beyers
Speaking Mathanese: Capital Gains Taxes Can you beat the market? Here's the math you need to find out, explained in plain English. Did you include dividends when calculating capital gains taxes? Believe it or not, you shouldn't have. mark for My Articles similar articles
The Motley Fool
February 27, 2009
Dan Caplinger
5 Great Ways to Trim Your Taxes Here are the five best things you can do to trim your taxes, both now and in the future. mark for My Articles similar articles
The Motley Fool
July 17, 2009
Dan Caplinger
You Can Save Thousands Without Lifting a Finger Rather than cashing in the long-held winning stocks in your portfolio, you may find that by holding onto those winners, you can legally avoid paying huge amounts of money to the folks you'd least want to have it -- the IRS. mark for My Articles similar articles
The Motley Fool
September 25, 2007
T. Hanson & B. Richards
Don't Sell Without Reading This First For a short-term capital gain, a stock held for less than one year, the tax man takes up to 35%. For a long-term capital gain, a stock held longer than one year, the government takes between 5% and 15%. Investors, think through the consequences of your sell decision. mark for My Articles similar articles
Commercial Investment Real Estate
May/Jun 2007
Tax Issues Resource Guide Tax Watch: Trust-Worthy Tips... Leveraging LIHTCs... Inbound Investments... etc. mark for My Articles similar articles
The Motley Fool
May 31, 2006
Dan Caplinger
Estate Planning: Winding Down As the nest empties for mature adults, estate-planning needs can change yet again. 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
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
September 9, 2008
Dan Caplinger
How Will November Affect Your Portfolio? It's far too early to guess who'll win the election in November. But it's never too early for investors to worry about what impact it could have on the stock market -- especially when it comes to proposed tax changes. mark for My Articles similar articles