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The Motley Fool March 13, 2007 Dan Caplinger	3 Ways to Protect Your Spouse Add these financial tips to your wedding vows. 1. Get some insurance... 2. Write a will... etc.
Investment Advisor May 2010 Angela Herbers	Of Morale and Leverage One of the major problems with hiring your spouse into your practice may not be you or your spouse, but your existing staff.
The Motley Fool January 9, 2007 Dan Caplinger	Gaining From Community Property Community property has some interesting characteristics. In addition to saving capital-gains taxes, there are some other potential tax savings that can result from owning community property.
The Motley Fool April 10, 2007 Mary Dalrymple	Don't Let Tax Panic Rule Your World Here are some last-minute tax reminders for the procrastinators among us.
The Motley Fool February 24, 2006 Roy Lewis	The Electronic IRS The IRS is aggressively pushing to make more of its information available via the Internet. Here are a few highlights.
The Motley Fool January 18, 2007 Dan Caplinger	Know Your Marital Rights, Part 2 Marriage brings automatic changes to your financial and estate planning. Careful attention to these issues is required in order to make sure that everything works the way that you and your spouse want.
The Motley Fool June 20, 2006 Dan Caplinger	When You Say "I Do" in 2 Countries When your spouse isn't a U.S. citizen, marital trusts become more complicated. It's important for couples of mixed citizenship to understand the tax laws of both of their countries to plan well for their families.
The Motley Fool September 2, 2005 Roy Lewis	Deadlines Extended for Katrina Victims For affected taxpayers, Sept. 15 filings are now due Oct. 31.
Investment Advisor March 2007 Tere D'Amato	Rich Spouse, Poor Spouse New estate planning techniques may help your financial advisory clients tackle common problems. As with all estate planning, the guidance of an experienced estate planning attorney is key.
Financial Advisor July 2007 Dave J. Drucker	The Financially Illiterate Spouse How can financial advisors plan for a couple when one spouse won't participate?
Financial Planning June 1, 2012 Martin Shenkman	Estate-Tax Minefield The rest of this year promises to be very challenging for planners with wealthy clients. The federal exemptions on gift and estate taxes currently stand at $5.12 million, but they are scheduled to drop to $1 million in 2013 unless lawmakers act.
The Motley Fool March 27, 2007 Selena Maranjian	Tax Tip Grab Bag Here are a few more tax tips that may come in handy. Extend early... If you can't pay right now, you have options... etc.
The Motley Fool June 16, 2006 Dan Caplinger	Bypassing High Estate Taxes Using a bypass trust in your estate plan can create big tax savings.
Entrepreneur July 2004 Scott Bernard Nelson	Will Power Build flexibility into your estate plan so heirs can avoid the pitfalls of changing tax laws.
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.
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.
The Motley Fool February 13, 2004 Roy Lewis	IRS: e-Everything! A visit to the IRS website can make your tax life a little bit easier.
Financial Advisor November 2004 Saul M. Simon	Keep Clients' Estate Plans On Track The ABCs of estate planning for business owners.
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 June 19, 2006 Dan Caplinger	Should You Trust Your Spouse? A marital trust in your estate plan can protect your whole family.
Financial Advisor August 2012 Jeffrey H. Rattiner	Minimizing The Pain The harsh and overlooked financial side of personal financial planning for divorce.
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.
The Motley Fool February 1, 2007 Mary Dalrymple	Don't Screw Up Your Refund Reclaim your overpaid telephone taxes, but make sure to get it right.
Financial Planning October 1, 2013 Martin Shenkman	New Flexibility for Bypass Trusts Revised rules mean bypass trusts can be used to improve the overall tax situation of multiple descendants.
AskMen.com Michael Estrin	8 Tax Tips Here are a few deductions and credits the average Joe doesn't know, but should.
Registered Rep. August 7, 2014 John Anzivino	Seven Steps Clients Should Take Now to Minimize 2014 Taxes The steps listed here can be a good starting point for talking to your clients about the tax implications of their estate plan and steps they can take right now to minimize their 2014 tax bill.
Financial Planning May 1, 2011 Donald Jay Korn	Wedded Bliss The Tax Relief, Unemployment Insurance Authorization and Job Creation Act of 2010, made dramatic changes to estate taxes. The federal exemption, known as the applicable exclusion amount, was set at $5 million, far above the $3.5 million in effect when the estate tax was last seen, in 2009.
Investment Advisor December 2007 Lewis Schiff	Add a Break-Up Quarterback A divorce specialist can play a key role on your financial planning team.
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 March 8, 2007 Selena Maranjian	Beware of Tax Scams Be careful -- and honest -- when you're filing your tax returns.
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 May 1, 2005 Ed Slott	A Helping Hand A new IRS ruling highlights the problems of inheriting company retirement plans, particularly when the beneficiary is a young spouse.
Investment Advisor September 2007 Gavin Morrissey	After the Estate Plan . . . Your job is just beginning after a client's estate plan is drawn up. As the client's financial advisor, it is up to you to ensure that the estate plan is implemented correctly.
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 13, 2004 Selena Maranjian	Sell Your House Tax-Free! Don't leave big bucks on the table.
The Motley Fool February 20, 2004 Roy Lewis	Tax Scams and Frauds As the saying goes, if it sounds too good to be true, it usually is. That's the case with scams that seem to show up around tax-filing season. Here are some of the biggies to look out for this year.
Entrepreneur January 2010	Ugly Breakup The ravages of divorce can wreck your business. Here's how to avoid financial disaster.
Investment Advisor February 2007 Les Witmer	It's That Time Again Tips from the pros on this year's tax returns: Small Businesses: The New Form 944... Information Returns: Form 1099... Corporations: The Changing E-File Mandate... A New Refund: Telephone Excise Tax... etc.
Entrepreneur February 2005 Joan Szabo	Here Comes Trouble The IRS scrutinizes the returns of entrepreneurs who may misclassify workers as independent contractors instead of employees. Here's how to avoid independent-contractor snags.
Registered Rep. May 18, 2011 Jerry Gleeson	Estate Tax Revisions Leave Some Issues Unsettled Until 2013 Despite Congress' eleventh-hour move in December to head off sharply higher estate taxes, confusion remains over the future of the levies.
The Motley Fool April 2, 2004 Roy Lewis	Can't Pay Your Taxes? If your tax bill is more than you can afford, take steps to minimize penalties and interest.
On Wall Street January 1, 2011 Matthew Leung	The New State Of Social Security Less than one-third of clients know how much they will need to save to supplement social security benefits during retirement. Even fewer clients know what their spouse's Social Security benefits will be.
Inc. June 2007 Daniel Akst	Breakup Blues Protecting your business if you (or your kids) get divorced.
Entrepreneur August 2007 Nichole L. Torres	In the Army Now Running your own business can provide the flexibility, income and work-life balance that you crave. And it's exactly that flexibility that makes entrepreneurship a great match for the frequently transferred military spouse.
AskMen.com Terence Channon	Financially Prepare For A Divorce Here are some tips to financially prepare for a divorce and make sure you survive without any permanent monetary scars.
Financial Planning January 1, 2009 Ed Slott	Is Bigger Better? No matter what state you live in, now is the time to review your clients' estate plans to make sure they take the increased 2009 exemption levels into account.
The Motley Fool April 17, 2007 Roy Lewis	I Can't Afford My Taxes! Some suggestions on what to do if you owe more than you expected.
Registered Rep. June 1, 2004 Anne Field	The Great Divorce Handled right, divorces can be a new positive for the advisor: In most of the cases one advisor has encountered, she's ended up keeping both exes in the fold after the split-up.
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.
The Motley Fool January 18, 2007 Roy Lewis	No Early Filing for Some Taxpayers Changes made late in the year may affect your tax filing. Where is the hang-up? The state and local sales tax deduction... The higher education tuition and fees deduction... The qualified educator deduction...