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The Motley Fool June 30, 2006 Roy Lewis	The Cost Basis Crisis The IRS and taxpayers struggle with one of the peskiest aspects of stock sales. Will a change in the rules require your broker to reconstruct your portfolio with respect to cost basis?
Financial Planning December 1, 2011 Brian Keil	Cost Basis Pointers Vast changes to cost basis reporting rules are set to go live in 2012. These changes will challenge - and possibly cause headaches for - advisors and their clients.
The Motley Fool January 15, 2010	Mutual Funds and Your Taxes How to account for what you buy and sell during the year.
The Motley Fool June 3, 2005 Roy Lewis	Tax Rules for Selling Mutual Funds What do you do when it's time to sell?
Registered Rep. March 1, 2007	The Cost-Basis Headache The need to determine accurate cost basis on stock holdings is becoming increasingly critical for financial advisors. The difficulty of finding original cost-basis values for stocks has vexed investors for decades and shows little signs of abating.
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 January 7, 2005 Roy Lewis	Tangled in Tax Records? You've got forms and reports everywhere. What should you keep?
The Motley Fool July 1, 2005	Keep Those Records for Tax Time! It's not mid-April, but you still have tax work to do.
Financial Advisor March 2007 Eric L. Reiner	Rough Road The talk of the town this filing season is 1099s. What will the correction rate be? What's causing the problem? And more to the point, what can advisors do about it?
The Motley Fool January 27, 2006 Roy Lewis	Prepare to Prepare! Here's what you'll need to do this year's taxes: Investment records... Retirement accounts... Family and home... Charity and miscellaneous... Keep everything!...
Financial Advisor February 2012 Eric L. Reiner	Putting 2011 Taxes To Bed Advisors can lower clients' stress by understanding the newest forms and rules.
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, 2005 Michael Provine	A Healthy Harvest Selling losing positions to offset capital gains and ordinary income is the single most effective way to reduce the tax liability in a client's portfolio.
Financial Planning January 5, 2008 Donald Jay Korn	Zero Can Be Positive High-income clients who want to avoid tax on investment income can put their money into municipal bonds and funds for tax-exempt interest. As of 2008, there's a new way to get a break.
Registered Rep. September 2, 2010 Stevie D. Conlon	Looming Cost-Basis Crunch With less than six months to go, the brokerage community is under intense pressure to prepare for the new cost basis reporting law.
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.
Financial Planning October 1, 2009 Donald Jay Korn	The Tax Dance In 2009, year-end planning may be anything but straightforward because of the extraordinary events of 2008 and the uncertain prospects for future tax rates.
Financial Planning March 1, 2010 Martin Shenkman	Now You See It... There are several strategies financial planners can use to navigate estate-tax repeal. But there's much more to think about. There's also a growing question of whether the repeal is here to stay.
Financial Planning February 1, 2012 Ann Marsh	15 Top Tax Strategies For 2012 There's a one-word theme for the 2012 tax year: uncertainty. Chief among the reasons are the sky-high exemptions on the estate tax, the lifetime gift tax and the generation-skipping tax.
Financial Planning June 1, 2007 David E. Adler	Seeking Tax Alpha Advisors can't control the performance of the investments they choose for their clients, but they do have some control over the taxes those investments will generate. A few smart asset-location decisions will increase a portfolio's real return.
Commercial Investment Real Estate Nov/Dec 2014 Mary Stark-Hood	Donation of Stock to Charitable Organizations As the year-end approaches, many individuals are making decisions on final charitable contributions.
The Motley Fool April 22, 2005 Roy Lewis	How to Calculate a Holding Period Here are some tips on long-term and short-term gains and losses.
U.S. Banker August 2010 John Hintze	A Taxing New Twist Investors have long been responsible for determining the tax consequences of their securities trades, but starting next year it will be up to their account custodians -- and, indirectly, their financial advisers -- to keep them honest.
Registered Rep. September 9, 2010 Richard A. Behrendt	Why Super Rich Clients Should Consider Making Taxable Gifts in 2010 For higher-net-worth clients who are likely to owe federal estate taxes at death, making taxable gifts in 2010 may be a viable planning opportunity.
On Wall Street August 1, 2009 Bill Fleming	Bank Account Xenophobia: U.S. Reporting of Foreign Accounts The foreign account filing form and instructions were extensively revised late last year. The new instructions caused so much confusion that the IRS posted a series of questions and answers on its website in May.
Financial Planning February 1, 2013 Martin Shenkman	Estate Planning Game Changer This year's tax deal could radically shift the way your clients handle tax and estate issues. Here are some strategies to consider.
Registered Rep. May 1, 2004 Henry M. Grix	The Money Doctors This suit-happy environment is a relatively recent development in the brokerage industry, so financial advisors would do well to borrow one of the medical profession's best tactics for fighting it: Holistic treatment.
Financial Planning April 1, 2012 Ann Marsh	Opportunistic Retirement Investing It's what every planner wants - bullet-proof retirement strategies for clients who can then remain calm through the worst volatility.
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 November 13, 2006 Dan Caplinger	Give Away Your Tax Bill Starting to make gifts now can save your heirs from estate-tax pain.
The Motley Fool March 27, 2009 Dan Caplinger	Cut Your Taxes With This Easy Step Choose the right shares to sell and save.
The Motley Fool October 1, 2004	Accounting for Inherited Stock There's a big difference, taxwise, between inheritances and gifts.
On Wall Street June 1, 2010 Mark Astarita	Tilting the Litigation Landscape Against the Financial Industry Current reform proposals could radically alter the broker-client relationship.
OCC Bulletin May 22, 2002	Unsafe and Unsound Investment Portfolio Practices Description: Supplemental Guidance This bulletin alerts banks to the potential risk to future earnings and capital from poor investment decisions made at the current low level of interest rates...
The Motley Fool January 3, 2007	Inherited Stock and Taxes How do you account for inherited stocks, for tax purposes?
Financial Planning April 1, 2005 Donald Jay Korn	2010: Get Big or Fade Away Forget how you're running your financial advisory practice now. Change is coming.
The Motley Fool January 19, 2010	Find the Right Tax Pro Pronto! How to find the best person to help you with your taxes.
Investment Advisor January 2006 Steve Moeller	The Business of Advice: When Talk Isn't Cheap Have bigger conversations with financial advisory clients; both of you will benefit.
Registered Rep. March 28, 2008 David A. Geracioti	More Trouble In Auction-Rate Securities Land The State of Massachusetts Secretary of State is investigating the sales practices of auction-rate securities, to learn how these securities are presented to individual clients in the state.
Financial Planning March 1, 2011 Donna Mitchell	Staffing: The Next Generation Early in the life cycle of a financial planning firm, once it grows beyond a few seasoned principals, comes the day you hire your first new young associate planner. It's an important step for your firm, and for the profession.
Financial Advisor May 2011 Sherri Scordo	Frontline News Is the broker protocol being eroded... Fiduciary can be marketing tool to get high net worth clients... Americans unconfident about their retirement...
Financial Advisor March 2008 Joel Bruckenstein	Kicking It Up A Notch Tech upgrades at some of the larger independent broker-dealers.
Investment Advisor August 2007 Les Witmer	Closing the Gap How the IRS is improving compliance to close the tax gap.
Investment Advisor June 2006 Bob Clark	Clark at Large: Reality Check A good exercise is to periodically examine the things we know to be true and explore why we think so. Here's a list of possible misconceptions financial advisors hold to be true: Client portfolios need international exposure... It doesn't matter what the other advisors do... etc.
The Motley Fool August 29, 2007 Tim Beyers	Speaking Mathanese: Selling Stock What's your greatest fear about managing your finances? If you answered "math," you're not alone. Here's the math behind strategic stock selling, explained in plain English.
The Motley Fool April 20, 2009	5 Signs Your Financial Pro Isn't All That Shopping for a financial professional, or wondering whether the one you have is right for you? Consider the following five red flags.
Registered Rep. August 29, 2006 Kristen French	Pru Agrees to $600 Million Market-Timing Settlement Prudential Equity Group admitted to criminal wrongdoing in connection with the market-timing practices of a number of its brokers between 1999 and June, 2003.
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.
On Wall Street June 1, 2011	The Leaders Speak The most influential leaders in wealth management today expound on evolution, revolution, moving the debate past wirehouse versus independent, and more.
Financial Advisor June 2009 Sherri Scordo	Frontline News A consortium of leading financial advisory trade organizations is calling for a professional standards-setting oversight board to establish financial planning standards for the industry.