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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 13, 2004 Selena Maranjian |
Sell Your House Tax-Free! Don't leave big bucks on the table.  |
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 August 11, 2006 |
Avoid Paying Taxes When You Sell Your Home Play your cards right and keep a $500,000 gain, tax-free!  |
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 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.  |
Registered Rep. November 1, 2004 Susan L. Hirshman |
When Taxes Hit (Second) Home It is to an advisor's advantage to have some idea of the tax implications of a client's purchase of a second home.  |
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.  |
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?  |
Financial Planning November 1, 2009 Julian Block |
A New Standard As the end of the year nears, clients are once again starting to think about their tax returns. Now more than ever, qualified financial advisors should be ready to provide some information on the choices taxpayers must make.  |
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?  |
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.  |
The Motley Fool April 30, 2007 Dan Caplinger |
Trump Your Taxes With Real Estate Real-estate tycoons enjoy all sorts of tax benefits, and so can you. Here's how.  |
Investment Advisor December 2005 Tere D'Amato |
The Tax Advisor: The Fine Print You can defer taxes with a private annuity trust. But do so carefully. Putting the strategy into play can be challenging and carries risks often not fully considered.  |
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 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  |
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 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.  |
Financial Planning January 1, 2007 Julian Block |
Tax Brakes Are your financial advisory clients taking all the business-driving tax deductions they're eligible for?  |
Financial Planning September 1, 2006 Julian Block |
Written Record By keeping a detailed list of personal property, financial advisory clients will find it's easier to claim a deduction on their taxes in the event of casualty or theft losses.  |
Commercial Investment Real Estate Nov/Dec 2009 Harvey Berenson |
Cost-Segregation Solutions These studies can provide tax advantages even after property sales.  |
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 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.  |
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.  |
AskMen.com Michael Estrin |
8 Tax Tips Here are a few deductions and credits the average Joe doesn't know, but should.  |
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?  |
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.  |
AskMen.com Ross Bonander |
New Tax Laws For 2009 Taxpayers should pay special attention to tax-law changes, as they can directly affect how much money is kept out of Uncle Sam's hands.  |
Entrepreneur December 2002 Joan Szabo |
Get Your Tax Straight All the last-minute financial secrets a small business needs to get out from under some of that tax burden before 2002 comes to a close.  |
Commercial Investment Real Estate Jan/Feb 2004 Anthony Ilardi Jr. |
Bonus Deductions Certain leasehold improvements qualify for increased first-year depreciation amounts.  |
Financial Advisor October 2005 Jeffrey Rattiner |
Mining The 1040 Here is a sampling of the types of information that can be found when analyzing a 1040 from a financial planning perspective.  |
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.  |
The Motley Fool December 19, 2003 Roy Lewis |
11th-Hour Tax Moves You have less than two weeks to reduce this year's tax bill.  |
Entrepreneur March 2004 Joan Szabo |
Easy Street A new IRS regulation makes it a snap to calculate and report company vehicle deductions on your next tax return. There's good news from the irs for entrepreneurs who use four or fewer vehicles at the same time for business purposes.  |
The Motley Fool November 28, 2006 Dan Caplinger |
Double Up on Deductions Make the most of your tax-deductible expenses.  |
The Motley Fool September 20, 2006 Dan Caplinger |
Don't Defer Paying Tax: Part 1 As an investor, you will no doubt have many people tell you that you should do whatever you can to avoid paying taxes now. Although this line of thought seems intuitively correct, it does not always give the best results.  |
The Motley Fool December 23, 2004 |
Uncle Sam Wants Your Gains The government wants a chunk of all your capital gains -- almost.  |
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.  |
Financial Planning April 1, 2006 Julian Block |
The Dr. Made Me Do It How do you handle deductions for medical expenses when home improvements are the Rx? More than one taxpayer has learned the hard way the importance of before-and-after appraisals.  |
AskMen.com Michael Estrin |
8 More Tax Tips Spending a few hours on your taxes can be well worth your time. Don't overlook these deduction possibilities: sales taxes, non-cash donations, IRA contributions, worthless stock, miscellaneous deductions, FICA overpayment, amended returns, and casualty deductions.  |
The Motley Fool January 23, 2004 Roy Lewis |
9 Tax Return Changes Use the wrong form, and you may miss out on deductions and credits.  |
The Motley Fool July 7, 2007 Elizabeth Brokamp |
5 Easy Ways to Save on Taxes There are more ways than you think to keep Uncle Sam's paws off your hard-earned cash. 1. Take advantage of perks at work... 2. Be cool; stay in school... etc.  |
Entrepreneur August 2005 |
Feedback 08/05 Facing the Truth... Food for Thought... For Your Consideration... Watch Your Claims... etc.  |
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.  |
The Motley Fool December 22, 2005 Roy Lewis |
Last-Minute Tax Moves You're running out of time! Act now, and you can save yourself some tax misery.  |
The Motley Fool December 22, 2006 Roy Lewis |
Cut Your 2006 Taxes With the clock quickly winding down to Dec. 31, you'll want to act quickly to reduce your tax bite. Here are some suggestions.  |
Commercial Investment Real Estate Sep/Oct 2003 Eric Johnston |
Cost Segregation Helps Property Owners Maximize Depreciation Deductions While most property owners are aware of depreciation benefits, few take full advantage of them.  |
Investment Advisor April 2008 Mike Patton |
Wedge Issue Done right, cost segregation can yield great tax savings for your property-owning clients.  |
Inc. February 2004 Alison Stein Wellner |
Under-the-Radar Tax Breaks Last year's tax cuts may seem like ancient history. But it's not too late to save -- if you act now.  |
The Motley Fool May 24, 2007 Roy Lewis |
At Ease, Taxpayer! Heroes Earned Retirement Opportunities Act... Military Family Tax Relief Act of 2003...  |