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Registered Rep. October 1, 2005 Stan Luxenberg |
Taking the Sting Out of Taxes For high-net-worth investors, tax-sheltered accounts offer special opportunities. Because they need not worry about exhausting savings, wealthy clients can use shelters creatively to derive maximum tax and investing benefits. |
Registered Rep. October 1, 2005 Kevin McKinley |
Spend The Money and Have It, Too Here are ways to save your retiring middle-net-worth clients thousands more in after-tax income right now, plus save their families many times that amount in estate taxes. |
Financial Advisor October 2005 Eric L. Reiner |
Year-End Tax Planning? Think AMT Knowledgeable financial advisors can cut their clients' tax bills. To avoid making recommendations whose benefits are quashed by AMT, advisors need to be familiar with the deductions disallowed by the alternative tax system. |
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. |
Financial Planning October 1, 2005 Donald Jay Korn |
Multinational Planning When clients are U.S. residents but not citizens, estate planning can put couples at a disadvantage. Noncitizens might face the same all-encompassing tax system, but they don't necessarily enjoy all the tax benefits of citizenship, especially when it comes to gift and estate taxes. |
Financial Planning October 1, 2005 Michael E. Kitces |
Knockout Blow? The Strangi case may finally be lost, but family limited partnerships (FLP) remain a viable estate planning tool. Consequently, there are several planning tips and implications from this FLP-IRS saga that planners should be aware of in estate tax planning. |
Financial Planning October 1, 2005 Garrett Thornburg |
The Fair Tax The estate tax is up for reform (or repeal) in the Senate, leaving planners and advisers with a daunting dilemma. Is there a smarter, more equitable way to think about estate taxes? |
Investment Advisor October 2005 Peter A. Karl |
The Tax Advisor: Tax Resources on the Internet For many advisors, especially those who are not accountants by trade or education, the federal tax code with its constant updates and private letter rulings is a black hole. Here are links to resources that can help advisors with these issues. |
InternetNews September 30, 2005 Roy Mark |
More States Step Toward 'Net Tax Just in time for the holiday shopping season, 18 states are preparing to clear the path this weekend for imposing online sales taxes. |
The Motley Fool September 30, 2005 Roy Lewis |
Tax Shelter From the Storm Hurricane survivors get further help from the IRS. The Katrina Emergency Tax Relief Act contains tax breaks not only for victims and their families, but also for those assisting and contributing to the relief operations. Here's a brief overview of some of the major provisions. |
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