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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.
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?
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 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.
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 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 July 27, 2004 Selena Maranjian	Avoid Identity Theft A few changes in behavior can spare you a world of trouble.
The Motley Fool January 20, 2010	How to Prevent a Tax Disaster Let this simple three-folder system work for you.
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 July 1, 2005	Keep Those Records for Tax Time! It's not mid-April, but you still have tax work to do.
The Motley Fool March 23, 2005	Records to Keep There are some financial papers you'll want to keep for a very long time.
Bank Systems & Technology August 9, 2010 Penny Crosman	BofA Rolls Out Online-Only Checking Account Customers must use ATMs for deposits and withdrawals and receiving paperless statements to avoid $8.95 fee.
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.
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.
Bank Systems & Technology July 21, 2009 Maria Bruno-Britz	Mitek Releases Receipt Imaging App for iPhone Mitek Systems has released a new iPhone application that converts photos of receipts into images. Mobile Receipt joins the company's growing suite of mobile office applications.
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.
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.
CRM April 2010 Travis Urban	Saving Trees, One T-Shirt at a Time Customers at Stanford University's student store no longer have to receive receipts.
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!...
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 September 17, 2004 Selena Maranjian	Brokerage Statement Bewilderment You don't have to be flummoxed by your financial statements.
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.
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.
Science News July 2, 2005	Evolution at the Academies This Web site provides access to books, position statements, and additional material on evolution education and research.
Bank Systems & Technology March 11, 2004 Cynthia Ramsaran	Union Bank Uses eLynx To Securely Send Closing Documents Bank cuts down processing time and transmits secure data via the Web.
The Motley Fool July 23, 2010	The 4 Most Important Financial Metrics You're busy. You've got things to do that don't involve poring through financial statements until the cows come home.
The Motley Fool February 3, 2006 Roy Lewis	Deduct Your Worthless Stock Has your investment gone south? Turn it to your tax advantage.
Inc. April 2009	Taxes: Share Documents for Free With Pixily Don't force your accountant to sift through a pile of paper receipts. Pixily is a new service that lets you store and share documents online.
Fast Company April 2014 Baratunde Thurston	Hot on the Paper Trail Receipts are the next great frontier. A receipt can be a platform for creativity to extend the relationship between customers and merchants into something more interesting.
Commercial Investment Real Estate Mar/Apr 2005 Ronald L. Raitz	Tax Watch: Disappearing Lease Detour Changes to IRS guidelines may require a new route for 1031 construction exchanges.
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.
The Motley Fool February 23, 2007 Roy Lewis	The Electronic IRS The IRS has made great strides in recent years in updating its website to make paying taxes easier.
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.
Inc. January 2009 Shivani Vora	Got Receipt Overload? You have better things to do on business trips than hoard and sort receipts. Several companies have recently launched tools that can help travelers organize receipts and track expenses. Here's the lowdown on three of them.
AFP eWire February 14, 2005	Canadian Charitable Receipts Must Include CRA Information Receipts for contributions issued by registered charities in Canada must now include the name and website address of the Canada Revenue Agency (CRA).
The Motley Fool July 3, 2006	Great Company, Fair Price, or Fair Company, Great Price? Investors, make sure both the company and the price are attractive before you buy.
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 January 6, 2005 Dayana Yochim	Heal Your Financial Hangover Sweep up the last year's financial loose ends, and head off next year's filing disasters.
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.
Bank Systems & Technology July 5, 2004 Cynthia Ramsaran	KeyCorp Enhances Statements With Exstream Bank uses vendor's software to provide more robust customer statements.
The Motley Fool March 19, 2004 Dayana Yochim	Manage Your Money Mayhem What's good for your closet is good for your finances.
The Motley Fool January 21, 2005 Selena Maranjian	Simplify Your Financial Life Managing your money doesn't have to be such a ghastly affair. Here are some relatively simple steps you can take to get your financial life in better order.
The Motley Fool March 22, 2005 Dayana Yochim	Spring Financial Cleaning Control the pile of financial papers with these five steps Julie Morgenstern outlines in her popular organization book, Organizing From the Inside Out.
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.
The Motley Fool December 19, 2003	How (and Why) to Budget Get the most power from every dollar.
Inc. August 2003 Nadine Heintz	Senators Call for Small-Biz Refunds A six-year-old change in tax law is giving the Internal Revenue Service some agita.
AFP eWire April 9, 2007	IRS to Require Electronic Filing for Small Charities In 2008, the Internal Revenue Service (IRS) will begin requiring small charities, many of which previously were not required to file tax returns, to submit an annual electronic notice.
The Motley Fool February 20, 2004 Selena Maranjian	Learn Accounting, Invest Better I was recently asked, "What kind of college course could I take that would make me a better investor?" Here's my answer.