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Financial Planning August 1, 2011 Ingrid Case	Foreign Affairs Financial planners need to ask clients whether they hold money outside the U.S. and advise them on the proper tax steps. Many clients clearly don't know the law.
Investment Advisor June 2007 Olivia Mellan	Turn, Turn, Turn Even when life's changes are good, coping with them can be daunting for you and your financial advisory clients. Here are some examples to help guide you in easing your clients' transition to new ways of life.
The Motley Fool February 16, 2007 Elizabeth Brokamp	Ask Mrs. Riches: On the Wrong Side of the IRS Could your spouse be flirting with danger on your joint tax return? Get your financial relationship questions answered here!
The Motley Fool March 1, 2004 Selena Maranjian	How to Find a Tax Pro Here are some tips to help you find a good tax perfessional. First off, ask for referrals from people whose business savvy you respect. Any accountant can buy advertising, but she can't buy satisfied clients.
The Motley Fool December 6, 2006 Dan Caplinger	How Many Taxes Can There Be? In considering the appropriate strategies to manage your taxes, you have to take these taxes into account: States and their income taxes... If it's a tax, it can't be simple... etc.
Investment Advisor October 2008 Olivia Mellan	Long-Term Losses How can you cut your losses when they keep going on and on?
Investment Advisor May 2010 Angela Herbers	The Fast Track: A Marriage of Inconvenience A spouse in a practice almost always results in more problems than it solves.
Financial Planning June 1, 2007 Donald Jay Korn	Mars and Venus When married clients approach financial planning differently, advisors have problems to solve.
The Motley Fool January 20, 2010	Tax Tips for Small Businesses A few basic ways to stay on the IRS's good side.
Financial Advisor September 2010 Caren Chesler	Going Dutch For Advisors? How do you merge finances in a marriage if both spouses already have separate advisors?
Investment Advisor January 2009 Olivia Mellan	Understanding Overspending Financial advisors Q&As regarding how to discuss spending cutbacks with their clients.
The Motley Fool March 30, 2011 Selena Maranjian	Vital Tax Tips for the Unemployed If you're looking for work, this advice could save you money.
The Motley Fool January 3, 2011 June Walbert	Ask June: Filing Taxes Jointly or Separately With a Military Spouse in Combat Your military and tax questions are answered here.
The Motley Fool October 20, 2006 Roy Lewis	Life and Tax Changes Virtually every life event will affect your taxes in some way. Even if your life isn't changing, the tax laws are. It's up to you to be vigilant in keeping as much of your money as you possibly can.
Financial Planning June 1, 2005 Julian Block	Don't Be Withholding Clients who are late remitting payroll taxes to the IRS can find themselves personally liable.
Investment Advisor June 2008 Olivia Mellan	Pants on Fire Because a lack of truthfulness can sabotage your clients' financial plans, as well as their relationships with each other and with you, it's worth examining why people lie and how you can foster more honesty in your practice.
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.
The Motley Fool January 19, 2010	5 Reasons Your Taxes Might Change When it comes to taxes, there's always more to learn. Let us help.
AskMen.com February 2, 2003 Dan Carter	Tax Tips That'll Save You Money With the dreaded April 15th deadline approaching faster than you think, filling out your tax forms should be tops on your list of priorities. As many of us leave all the paperwork until the eleventh hour, we miss out on numerous chances to take advantage of valuable counsel.
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.
On Wall Street November 1, 2012 Elizabeth Wine	10 Biggest Estate Planning Mistakes 10 tips to prevent the missteps that cannot always be repaired after the client s death.
Investment Advisor April 1, 2011 Olivia Mellan	And the Pass Is Incomplete Baby boomers are scheduled to inherit $8.4 trillion from their parents -- but don't expect it all to go smoothly
AskMen.com Michael Estrin	8 Tax Tips Here are a few deductions and credits the average Joe doesn't know, but should.
Investment Advisor March 2009 Olivia Mellan	Power Couple Baby boomers are reaching retirement age, but that doesn't mean they and their spouses will be in sync about how to spend their time -- or their money. It's an advisors role to help guide them through this.
The Motley Fool March 14, 2011 Selena Maranjian	7 Things You Don't Know About Taxes The right moves could mean the difference between money wasted and money saved.
Financial Planning September 1, 2011 Miriam Rozen	Back in the Game When a spouse changes direction, a planner can help the other spouse respond realistically.
Investment Advisor May 1, 2011 Olivia Mellan	It's Not Working Retirement is great for some people; for others, not so much
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.
AskMen.com Terence Channon	Tax Myths These common tax myths will only lead to time-consuming research, and perhaps a higher tax bill instead of a hefty return.
Searcher April 2003 Irene E. McDermott	Pay It Forward; Or, Can the Web Offer Tax Relief? The Web can make paying taxes more enjoyable, or at least less excruciating. A variety of free advice resources and Web-based applications can help us all negotiate tricky tax laws. Maybe we can even figure out how to save some money on our taxes, or rather, to avoid overpaying.
Financial Planning August 1, 2007 Barbara H. Cane	The SWOK Legacy Singles without kids (SWOKs) have a greater need to leave some trace of their existences behind. Careful estate planning is a crucial consideration for these clients.
The Motley Fool February 19, 2004 Selena Maranjian	10 Tax Tips Be smart about your taxes and save big bucks. Get a little tax info under your belt and you may be able to save some big bucks, plus decrease your odds of getting audited. One good tip is simply to submit a neat return -- sloppy ones may be more likely to get audited.
The Motley Fool March 18, 2009 Dan Caplinger	Don't Let Audit Fears Cost You Money Taxes aren't any fun, so it doesn't make any sense to pay more than you have to. As long as you're doing the right thing, the specter of an IRS audit shouldn't keep you from getting every penny you're entitled to.
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.
Inc. March 2006	What to Ask Your Accountant The right tax preparer can make all the difference. Here are four key questions to ask before tax time rolls around.
AskMen.com Michael Estrin	6 Financial Benefits of Staying Single Because most guys don't think about their wallets when they pop the question, here are some things to consider before you get married.
Financial Advisor March 2006 Roy Diliberto	Estate Plans That Really Work People are more concerned about how they will be remembered than how much tax planning they did before they died. Financial life planners need to remind clients of this, and make sure that their estate plan reflects their core values.
Financial Advisor April 2007 Marla Brill	The Couples Dynamic A new study reveals why financial advisors sometimes feel like marriage counselors.
The Motley Fool November 22, 2006 Dan Caplinger	Don't Pay the Penalty By looking at your tax situation before the end of the year and taking appropriate action, you can do your best to pay as little as possible to the IRS.
BusinessWeek December 3, 2009 Chris Farrell	Beyond Ozzie and Harriet Clearing some of the financial hurdles facing nontraditional families.
The Motley Fool June 8, 2007 Elizabeth Brokamp	Ask Mrs. Riches: Dear Old Dad What to do when Dad rolls his eyes at your financial choices.
The Motley Fool February 4, 2004 Robert Brokamp	Taxes, Cuts, and Politics [Tax Q&A] Since much of the election comes down to taxes -- and since the tax filing deadline is looming -- we thought we'd offer a brief lesson on how your tax bill is calculated, followed by a quick look at whose tax bills will be lower this year.
Financial Planning January 1, 2007 Ed Slott	Retirement Plan Horror Stories The laws on IRAs and retirement accounts are complex, and even the savviest clients can make costly missteps. If you educate yourself, you can save your clients time and money -- and earn their gratitude and business.
The Motley Fool September 8, 2006 Dan Caplinger	Taxes and Your New Business: Part 1 Know how to steer clear of tax problems as a business owner.
Reason May 2004 Brian Doherty	It's So Simple, It's Ridiculous Taxing times for 16th Amendment rebels. Bob Shulz's We The People Foundation is transforming the often subterranean struggle to deny the legitimacy of the income tax.
Investment Advisor August 2007 Olivia Mellan	Are We Having Fun Yet? Sometimes we forget why we wanted money in the first place. Here's how to help your financial advisory clients enjoy the fruits of their labor.
CFO November 1, 2004 Don Durfee	Shelter Fallout How much will the government's crackdown on tax shelters affect ordinary companies? More than you think. And not surprisingly, some finance professionals find the government's tactics alarming.
Financial Advisor November 2004 Saul M. Simon	Keep Clients' Estate Plans On Track The ABCs of estate planning for business owners.
Investment Advisor December 2009 Olivia Mellan	The Psychology of Advice: A Time Forgiving More than just a time for giving, the holidays can be a time for forgiving. Here are some ways you might apply this philosophy to situations that crop up in your practice around this time of year.
The Motley Fool January 19, 2011 Selena Maranjian	Stop Giving Uncle Sam Extra Money: 3 Tax Tips These tips won't make April 15's impending bill any more pleasant. But with any luck, they could leave you with a bit more money in the bank than you'd otherwise have.