| Similar Articles |
 |
The Motley Fool January 13, 2004 Selena Maranjian |
Sell Your House Tax-Free! Don't leave big bucks on the table.  |
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 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.  |
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, 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.  |
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.  |
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 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.  |
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?  |
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 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 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 May 28, 2004 Roy Lewis |
Shorting Stocks: Tax Aspects When taxes complicate a simple short sale, you'll need a few clear guidelines.  |
Entrepreneur August 2006 Jennifer Pellet |
Trading Up A Section 1031 exchange allows you to sell a property used for business or investment and reinvest your gains in a second property - also used for business or investment - without paying taxes on your profit.  |
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.  |
The Motley Fool July 21, 2006 Roy Lewis |
Tax Your Shorts Before you short a stock, know the tax rules involved.  |
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 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 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.  |
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.  |
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.  |
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 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.  |
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.  |
Financial Advisor November 2004 Saul M. Simon |
Keep Clients' Estate Plans On Track The ABCs of estate planning for business owners.  |
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 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 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%.  |
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.  |
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 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 October 29, 2004 Roy Lewis |
How Will the New Jobs Act Affect You? Will portions of the overhaul have an impact on your taxes?  |
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.  |
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 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 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.  |
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.  |
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.  |
Financial Planning December 1, 2007 Donald Jay Korn |
The Giving Tree To make the most of the annual gift-tax exclusion, financial advisory clients should know which assets to transfer and which ones to retain.  |
DailyCandy July 13, 2007 |
Set Sale There's nothing unlucky about buying on sale.  |
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.  |
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.  |
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.  |
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.  |
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.  |
Commercial Investment Real Estate Jan/Feb 2007 David A. Adkins |
Cashing Out Investors can use the structured sales concept to exit completely from real estate holdings.  |