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Commercial Investment Real Estate Mar/Apr 2013 LaGroue & Barnhill |
Taxing Changes Learn how new tax laws could affect real estate decisions.  |
Financial Advisor November 2007 Marla Brill |
Sunset On The Horizon Tax relief that appeals to investors could soon be a thing of the past.  |
Investment Advisor November 19, 2010 Jeff Joseph |
One Hundred Days of Job Growth Tactically, our tax policies need to do more today (and certainly beyond this coming Jan. 1) to incentivize angel investors to fund early-stage ventures than presently contemplated by our legislative class.  |
Financial Advisor October 2004 Eric L. Reiner |
Year-End Tax Strategies, Edition 2004 AMT (alternative minimum tax) and historically low tax rates demand advisors' attention.  |
Investment Advisor August 2010 Marlene Y. Satter |
The Section 79 Solution A college-savings strategy appropriate for some small business owners: a group insurance executive benefit program known as Section 79.  |
Financial Advisor February 2010 Gary C. Bubb |
Seeking Status Employees seeking a membership interest in an LLC might find themselves in tax limbo.  |
Financial Planning October 1, 2005 John Nersesian |
The Stealth Tax Millions of middle-class clients are falling into the alternative minimum tax (AMT) trap. Here's how financial advisers can help lower clients' total tax bills.  |
On Wall Street October 1, 2011 Jones & Luscombe |
Making the Most of The Gift Tax and Its $5 Million Exclusion With the current gift tax exclusion amount set at a record-setting $5 million, many taxpayers appear to consider the gift tax no longer relevant to their planning. That may be a mistake.  |
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.  |
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 December 1, 2010 Martin Shenkman |
Tell Them Now Whatever the result in Congress as the estate planning environment evolves, planners should make a concerted effort to communicate with clients and help them assess planning.  |
National Defense March 2007 |
Little Known Legislation Takes Federal Contractors By Surprise If implemented, the requirement of Section 511 of Public Law 109-222 will have a significant impact on the defense industry, especially small businesses.  |
Registered Rep. December 1, 2002 Jason Van Steenwyk |
Honey, I Shrunk the AMT If you understand AMT rules, you will have a growing competitive advantage over advisors who don't. You will attract more affluent (and lucrative) clients. You'll likely lose fewer clients to competitors. You'll find opportunities that other advisors miss.  |
BusinessWeek November 24, 2003 Ellen Hoffman |
A Tax Ambush? Before Dec. 31, do a dry run to see if you're liable for the alternative minimum tax.  |
CFO December 1, 2006 Marie Leone |
Alternative Universe Nothing this side of the Boston Tea Party has raised as much ire as the alternative minimum tax, but there are things you can do to keep from getting mugged.  |
Financial Planning March 1, 2005 Donald Jay Korn |
The Devil's Alternative Savvy planning can shave a few points from the alternative minimum tax, a numbers game where the house always wins.  |
Commercial Investment Real Estate Jul/Aug 2015 Seaton & Fortineaux |
1231 Assets To the extent assets sold are considered by the IRS as Section 1231 property -- property used in a trade or business held over one year -- the taxpayer would be eligible for preferential capital gain treatment.  |
BusinessWeek February 16, 2004 Howard Gleckman |
Will The AMT Eat Your Tax Break? The AMT steals the benefit of lower dividend and capital-gains rates from investors with total income between, roughly, $150,000 and $400,000.  |
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.  |
Financial Advisor March 2010 Ed Liptak |
Passing The Tax Buck Pass-through entities such as LLCs are growing in popularity.  |
Inc. December 1, 2000 Jill Andresky Fraser |
Estate Planning Despite a presidential veto, the "death tax" is still a hot political issue. What's a small-business person to do?  |
Salon.com April 18, 2001 Damien Cave & Amy Standen |
Death to the AMT! Silicon Valley gets political as an obscure tax clause strikes deep at the wallets of the rich and the middle class...  |
Financial Planning March 1, 2007 Julian Block |
Shadow Tax The alternative minimum tax is not just a problem for your wealthiest clients anymore. Here's what all your clients need to know.  |
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!  |
National Defense January 2016 Cassidy et al. |
Defense Increases Scrutiny of Supply Chain The Defense Department has offered some clarification on how it plans to deal with suppliers that pose potential security risks.  |
Investment Advisor July 1, 2011 Jeff Joseph |
Extreme Networking: Adding High-Net-Worth Clients Becoming the sponsor and host of an entrepreneurial salon series is an effective networking and practice-building approach for wealth advisors who wish to expand their network of high- and ultra-high-net-worth investors.  |
Entrepreneur October 2006 Crystal Detamore-Rodman |
Bands of Angels Angel investors are getting together - and acting like VCs.  |
The Motley Fool September 22, 2006 Roy Lewis |
Avoid the Dreaded AMT Although the alternative minimum tax was intended to apply to high-income taxpayers who take advantage of loopholes, it can also apply to middle-income taxpayers who haven't planned their taxes thoroughly enough. Take steps now to escape the Alternative Minimum Tax.  |
Entrepreneur January 2008 Guy Kawasaki |
Garnering Angels Sure, you may have ventured for VC, but raising angel capital takes a different kind of skill.  |
Inc. July 2005 Jim Melloan |
Angels With Angles Angel investors are changing. Here's what they're looking for, how they operate, and what they expect for their money.  |
BusinessWeek February 16, 2004 Howard Gleckman |
The Stealth Tax The AMT now sideswipes 3 million taxpayers. Think you're not one of them? Better cross your fingers.  |