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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. mark for My Articles similar articles
The Motley Fool
January 13, 2004
Selena Maranjian
Sell Your House Tax-Free! Don't leave big bucks on the table. 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
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
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
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
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. 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
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
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. 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
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
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. mark for My Articles similar articles
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. 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
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
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. 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
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? mark for My Articles similar articles
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. mark for My Articles similar articles
Commercial Investment Real Estate
Nov/Dec 2009
Harvey Berenson
Cost-Segregation Solutions These studies can provide tax advantages even after property sales. 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
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. mark for My Articles similar articles
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. mark for My Articles similar articles
AskMen.com
Michael Estrin
8 Tax Tips Here are a few deductions and credits the average Joe doesn't know, but should. 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
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
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Commercial Investment Real Estate
Jan/Feb 2004
Anthony Ilardi Jr.
Bonus Deductions Certain leasehold improvements qualify for increased first-year depreciation amounts. mark for My Articles similar articles
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. 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
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
November 28, 2006
Dan Caplinger
Double Up on Deductions Make the most of your tax-deductible expenses. mark for My Articles similar articles
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. 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 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
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Entrepreneur
August 2005
Feedback 08/05 Facing the Truth... Food for Thought... For Your Consideration... Watch Your Claims... etc. 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
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
April 2008
Mike Patton
Wedge Issue Done right, cost segregation can yield great tax savings for your property-owning clients. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
May 24, 2007
Roy Lewis
At Ease, Taxpayer! Heroes Earned Retirement Opportunities Act... Military Family Tax Relief Act of 2003... mark for My Articles similar articles