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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.  |
The Motley Fool January 13, 2004 Selena Maranjian |
Sell Your House Tax-Free! Don't leave big bucks on the table.  |
The Motley Fool December 23, 2004 |
Uncle Sam Wants Your Gains The government wants a chunk of all your capital gains -- almost.  |
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.  |
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.  |
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.  |
The Motley Fool July 2, 2004 Selena Maranjian |
Cost-effective Divorces Divorces often cost thousands of dollars -- but they don't have to.  |
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.  |
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?  |
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.  |
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.  |
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.  |
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?  |
Financial Advisor November 2004 Saul M. Simon |
Keep Clients' Estate Plans On Track The ABCs of estate planning for business owners.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
Financial Planning March 1, 2011 Ed Slott |
Gifts From Uncle Sam The author updates us on changes to tax regulations for 2011.  |
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?  |
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.  |
The Motley Fool July 21, 2006 Roy Lewis |
Tax Your Shorts Before you short a stock, know the tax rules involved.  |
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.  |
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%.  |
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.  |
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.  |
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  |
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.  |
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.  |
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.  |
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.  |
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.  |
Entrepreneur July 2004 Scott Bernard Nelson |
Will Power Build flexibility into your estate plan so heirs can avoid the pitfalls of changing tax laws.  |
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.  |
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.  |
The Motley Fool January 14, 2010 |
6 Things Investors Should Know About Taxes Minimize the amount you have to pay on different types of investments.  |
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.  |
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.  |
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.  |
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.  |
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.  |
Financial Planning September 1, 2011 Martha C. White |
Commingled Finances Advisors need to take extra steps in all the issues that couples face.  |
Financial Advisor February 2012 |
Honey, I Forgot To Pay The Taxes Recent changes in IRS regulations make it easier to file for relief from prosecution when a spouse hasn't paid the proper income taxes and the innocent spouse didn't know about the violation or couldn't stop it.  |
Registered Rep. February 24, 2015 John Kador |
Love and Marriage To better advise married couples, advisors should be informed.  |
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.  |
Investment Advisor September 2007 Gavin Morrissey |
After the Estate Plan . . . Your job is just beginning after a client's estate plan is drawn up. As the client's financial advisor, it is up to you to ensure that the estate plan is implemented correctly.  |