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The Motley Fool December 22, 2003 Roy Lewis	Records You Need to Keep Don't get caught without them, come tax time.
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AskMen.com Michael Estrin	How Long To Keep Financial Records Your life may have tons of paper clutter that ranges from bills to bank statements, and everything in between. Here's some help on knowing what to keep, how long to keep it and when to dump it.
The Motley Fool January 13, 2004 Selena Maranjian	Sell Your House Tax-Free! Don't leave big bucks on the table.
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 16, 2009 Dayana Yochim	What Records Can You Really Throw Away? Stashes of old, paid bills, expired life insurance policies, receipts for broken gadgets, and canceled checks for haircuts you got in college -- sound like your filing system? Here's a rundown of what to toss and what to treasure -- and for how long.
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!
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 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 January 20, 2010	How to Prevent a Tax Disaster Let this simple three-folder system work for you.
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?
The Motley Fool June 14, 2006	Calculating Gains on Old Stock What do you do if you're selling some stock and don't have a record of what you paid for it many years ago? How do you pay tax on it? Without stock records, things can get tricky.
The Motley Fool March 13, 2006	Selling Stock Without Records What do I do if I'm selling some stock and don't have a record for tax purposes of what I paid for it years ago?
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.
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 January 16, 2007 Dayana Yochim	Sort Your Tax Paperwork Instantly Financial organization can cost you thousands of dollars a year. Don't let the dollars slip through your fingers this year when you file your taxes.
The Motley Fool January 21, 2005 Dayana Yochim	Dump Trash-Worthy Documents Is that pile of receipts, statements, and stubs a fire hazard? Clear a path to your filing cabinet today.
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.
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 December 23, 2004	Uncle Sam Wants Your Gains The government wants a chunk of all your capital gains -- almost.
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.
Commercial Investment Real Estate Mar/Apr 2004 Ronald L. Raitz	Tax Watch During most real estate sales, prospective buyers offer sellers earnest money as a down payment toward the final transaction. During 1031 exchanges many sellers want to know if they can hold the earnest money. The answer is absolutely.
The Motley Fool January 16, 2004 Roy Lewis	Paperwork for Tax Preparation The IRS has your information, and will make sure you include it on your return.
The Motley Fool March 23, 2005	Records to Keep There are some financial papers you'll want to keep for a very long time.
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.
AskMen.com Dan Carter	8 Worthwhile Tax Deductions You Don't Know About Using itemized tax deductions to your benefit.
Financial Advisor May 2011 Gail Liberman	Avoiding The Tax Road New York and other states have stringent residency requirements, so clients need to follow the rules closely to avoid state taxes on a second home.
The Motley Fool January 2, 2007 Mary Dalrymple	Purge Your Financial Files You've probably made a couple of New Year's financial resolutions. Start the new year by getting a handle on your paperwork.
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.
PC Magazine April 19, 2007 M. David Stone	NeatReceipts Scanalizer NeatReceipts Scanalizer's main attraction is scanning and tracking receipts so you can throw out the originals.
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 March 29, 2007 Mary Dalrymple	Stop Paying High Taxes! A little planning can go a long way toward reducing your tax expenses.
The Motley Fool July 27, 2004 Selena Maranjian	Avoid Identity Theft A few changes in behavior can spare you a world of trouble.
The Motley Fool July 21, 2006 Roy Lewis	Tax Your Shorts Before you short a stock, know the tax rules involved.
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 February 5, 2008 Dayana Yochim	5 Steps to Taming Financial Clutter There's a simple system to organizing those piles of financial paperwork, and it doesn't involve a bonfire. Read on for five simple steps you can take.
FAO Today Nov/Dec 2007 Patrick Queen	Outsourcing Records Management: What Every Organization Needs to Know An enterprise-wide records management program, for paper and electronic records (including e-mail), is essential for sound financial controls.
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
Entrepreneur January 2008 Heather Clancy	Take It With You Don't let business cards and important documents get lost in the shuffle. A worthwhile investment may be a portable document scanner from technology company Neat Receipts.
CFO March 1, 2012 Marielle Segarra	IRS Kills Tax Reg Small business wins reprieve on credit-card rule.
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 November 2, 2006 Mary Dalrymple	The Basics of Basis A lot of the gain or profit on a home isn't taxed, but if you're in a hot real estate market -- or you plan to live in your house for 25 or 30 years -- keeping track of your basis can make the difference between paying taxes or avoiding them.
Financial Planning May 1, 2012 Peggy Tracy	Finding Fraud To uncover intentional - and increasingly sophisticated - deceits, planners need to know about forensic accounting, financial planning, tax law and criminology.
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.
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.
Financial Advisor September 2007 Joel Bruckenstein	File Trials Today's regulatory, legal and security environments demand a more robust document management solution and financial advisors who downplay these issues may find themselves doing so at their own risk.