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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. |
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? |
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. |
The Motley Fool February 11, 2005 |
Trade Dates vs. Settlement Dates What is the difference between "trade date" and "settlement date," and which should you use on your taxes? |
The Motley Fool February 3, 2006 Roy Lewis |
Deduct Your Worthless Stock Has your investment gone south? Turn it to your tax advantage. |
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 July 21, 2006 Roy Lewis |
Tax Your Shorts Before you short a stock, know the tax rules involved. |
The Motley Fool January 15, 2004 Selena Maranjian |
What to Do With Worthless Stock Sell it, even for a penny. |
The Motley Fool September 23, 2005 Roy Lewis |
Privately Stocking Your IRA You can add non-publicly traded companies' shares to your IRA -- but you may not want to. |
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 June 2, 2006 Roy Lewis |
Will Your Return Be Audited? The IRS steps up enforcement. Should you be terrified that your return might be selected for audit? |
The Motley Fool August 29, 2006 |
Taking a Tax Loss A silver lining for loser stocks: They can lower your tax bill. |
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. |
Wall Street & Technology November 19, 2007 Melanie Rodier |
Financial Services Outperform Other Industries in Records Management The financial services industry is doing a better job managing records than other industries, largely due to strict regulations. |
The Motley Fool March 24, 2006 Roy Lewis |
Audit-Proof Your Tax Return Take these steps to stay out of the IRS spotlight. |
InternetNews April 18, 2006 Clint Boulton |
Symantec's $1B Tax Bill Security software giant Symantec said in a Securities and Exchange filing that it owes the government $1 billion in unpaid taxes, mostly relating to an audit of its purchase of Veritas Software. |
The Motley Fool January 20, 2010 |
How to Prevent a Tax Disaster Let this simple three-folder system work for you. |
The Motley Fool April 30, 2004 Roy Lewis |
It's Always Tax Time Make next April less taxing. Plan your taxes throughout the year. |
Registered Rep. May 24, 2006 Kristen French |
Broker Sanctioned for Violation of Patriot Act After nearly a year and a half since the law's passage and after over a dozen brokerage firm audits, the SEC took its first enforcement action against a broker/dealer. Yet, in so doing, the SEC noted that broker/dealers are generally doing a very good job of complying. |
The Motley Fool May 7, 2004 Roy Lewis |
Tax Paperwork to Keep So you've completed your tax return, and you find that you have enough records to fill a large dump truck and a small wheelbarrow. Now what? How long do you have to hang on to all this stuff? |
The Motley Fool March 5, 2004 Roy Lewis |
Top Five Audit Myths Looking to shield your return from an audit? Then don't pull any of these stunts. Five common tax audit myths. |
Information Today December 2, 2014 |
White House Takes New Step Toward Transparency On Nov. 26, President Barack Obama signed the Presidential and Federal Records Act Amendments of 2014, a bill that amends the Presidential Records Act. |
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. |
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? |
IndustryWeek April 1, 2006 Michael K. Evans |
Evans On The Economy -- Tax Cheats Snub Spend-Crazy Feds There would have been no federal budget deficit last year had tax cheaters paid all they owed. |
Entrepreneur June 2004 Julie Monahan |
Here's a Tip Want good tax advice? You might not find it at the IRS. |
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 March 12, 2004 |
Discount vs. Full-Price Brokers Why should you pay 10 times more for a stock trade? |
Inc. July 1, 2003 Rod Kurtz |
The IRS Goes Fishin' This summer's company outing could get you in trouble with the Internal Revenue Service, which is already planning to audit more small businesses. |
Entrepreneur April 2005 Joan Szabo |
Taxing Speeds Keep your taxes in check in spite of fast growth. Corporate tax planning should be a component of business planning. |
The Motley Fool March 17, 2006 Roy Lewis |
Top 5 Audit Myths While IRS audits have been around for many years, there are still a number of misconceptions about what triggers an audit, or how to avoid one. Here are the top five. |
The Motley Fool April 21, 2006 Roy Lewis |
It's Always Tax Time! Leaving things to a tax pro at the end of the year is just fine. But that tax pro can't follow you around to help you with your daily financial, investment, and tax decisions. It's ultimately up to you to take some of the teeth out of your annual tax bite. |
The Motley Fool December 21, 2005 Roy Lewis |
Escape from Estimated Taxes Avoid the burden of sending quarterly checks to Uncle Sam. Here are some loopholes to remember. |
The Motley Fool May 11, 2011 Selena Maranjian |
Sneak a Peek at Your Broker's Record Find out whether your broker has been in trouble. |
Investment Advisor March 2007 Savita Iyer |
Uncle Sam May Take His Cut Private annuity trusts lose their luster as the IRS nears a final decision on this estate planning tool. |
The Motley Fool January 28, 2010 Selena Maranjian |
Spinoffs, Mergers, Taxes, and You An eventful year for your stock could mean fancy tax footwork for you. |
The Motley Fool October 7, 2004 Selena Maranjian |
A Dazed and Confused America Many of us are bewildered by common documents such as stock listings in newspapers. This is reasonable, as few of us are ever taught how to read such things. |
Information Today January 6, 2011 |
National Archives Launches Online Public Access System The public portal provides access to digitized records, and information about the records. It also provides a centralized means of searching multiple National Archives resources at once. |
Financial Advisor October 2004 Michael E. Kitces |
New IRS Guidance On Car Donations When IRS Publication 4303 is followed correctly, you (or the client you advise) can be confident in your tax deduction---and mistakes will virtually ensure that an IRS audit will be an even more unpleasant experience than it already is. |
The Motley Fool February 10, 2006 |
Finding a Good Tax Pro If you don't use a tax preparation software program and don't want to prepare your taxes yourself, how should you go about finding a tax pro to do your taxes? Here are some tips. |
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 January 7, 2005 Roy Lewis |
Tangled in Tax Records? You've got forms and reports everywhere. What should you keep? |
InternetNews April 21, 2011 Stuart J. Johnston |
Report: Data Breaches on the Decline. New report from Verizon shows a positive trend, but that doesn't mean that the battle is over. |
The Motley Fool September 16, 2005 Roy Lewis |
Deduct While You Can For a limited time, you could save big with sales tax deductions. |
The Motley Fool December 22, 2004 Selena Maranjian |
Should You Switch Brokers? The brokerage you're using may not best serve your needs. |
The Motley Fool January 5, 2007 Selena Maranjian |
Brokerage Questions for Beginners Know what to ask before you start investing. |
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. |
CFO Andrew Osterland |
Ready to Pounce? The IRS has taken a predatory stance against tax shelters. But several court decisions have altered the rules of the chase... |
Entrepreneur January 2006 Crystal Detamore-Rodman |
Focus on Finances S corps are coming under closer tax scrutiny. How will it affect you? |
Information Today August 11, 2008 George H. Pike |
CriminalSearches.com Offers Free Access to Criminal Records It recently has become much easier to find out whether your daughter's boyfriend or your new neighbor has a criminal record. |