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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.
The Motley Fool December 11, 2007 Selena Maranjian	Brokerages and Your Cost Basis Does your brokerage track your cost basis for you? Should it?
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?
The Motley Fool March 7, 2006	Brokerage Account Insurance Investors, don't count on SIPC insurance if your stocks plunge.
The Motley Fool December 22, 2010 Rich Smith	Tax Time Just Got Easier Effective Jan. 1, the IRS is about to institute a new rule requiring that brokerages begin keeping track of how much you pay when you buy a stock -- your "cost basis," in accounting parlance.
Financial Advisor February 2012 Eric L. Reiner	Putting 2011 Taxes To Bed Advisors can lower clients' stress by understanding the newest forms and rules.
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 March 5, 2007 Selena Maranjian	Is Your Brokerage Insured? Brokerage firms are required to become members of the Securities Investor Protection Corporation. Is yours insured?
The Motley Fool May 31, 2005 Selena Maranjian	Think Twice About Chinese Brokerages America's brokerages offer more protection for investors.
The Motley Fool September 17, 2004 Selena Maranjian	Brokerage Statement Bewilderment You don't have to be flummoxed by your financial statements.
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 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.
The Motley Fool June 14, 2006	Calculating Gains on Old Stock What do you do if you're selling some stock and don't have a record of what you paid for it many years ago? How do you pay tax on it? Without stock records, things can get tricky.
Investment Advisor August 2007 Les Witmer	Closing the Gap How the IRS is improving compliance to close the tax gap.
The Motley Fool February 21, 2008 Selena Maranjian	Cash In at Your Brokerage Think about what you really need when you're shopping for a new broker. Read on for our list of things you might consider.
The Motley Fool April 12, 2010 Selena Maranjian	Beware These Tax Scams The IRS won't fall for these schemes. Neither should you.
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 February 11, 2004 Selena Maranjian	Avoid "Brokerage Identity Theft" Identity theft doesn't just happen to individuals. Even brokerages can be victims. Be wary when someone contacts you claiming to be a brokerage, even a well-known one.
The Motley Fool May 9, 2005	Stock Specialists Did you know that specialists are "making a market" in your stock?
The Motley Fool April 5, 2007 Mary Dalrymple	Help! I Owe Taxes! Don't panic if your expected tax refund turns out to be a tax bill. Resist the urge to stick your head in the sand and hope the IRS will just go away. It won't, and avoiding the problem will only make it worse.
Investment Advisor May 2009 David A. Lifson	After the Fraud Victims of Madoff's Ponzi scheme have probably paid taxes on earnings they never had. Here are tips for recovering some of that money.
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.
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.
Registered Rep. March 12, 2003 Ross Tucker	The "Beginning of the End" for Traditional Retail Brokerage According to a report from Celent Communications, the effects of prolonged market difficulties and last year's Wall Street scandals are forcing a transformation of traditional retail brokerage firms.
The Motley Fool September 12, 2006 Brian Lawler	Glaxo's Big Tax Bill The pharmaceutical finally decided to pay up and settle its long-running tax dispute with the IRS for $3.1 billion.
The Motley Fool April 2, 2007 Elizabeth Brokamp	Should You File Online? The IRS desperately wants you to file your taxes electronically. Why? Find out the downsides of filing your taxes online.
Registered Rep. October 17, 2011 Kristen French	Wells Fargo Wealth/Brokerage Client Assets Decline; Asset-Based Revenue Up Wells Fargo's wealth brokerage and retirement businesses reported third quarter income of $291 million, up 14 percent versus the year ago quarter, while revenue for the division was down 1 percent from the year ago quarter.
The Motley Fool November 7, 2007 Selena Maranjian	Find the Fastest Broker Sites Does your brokerage handle orders lickety-split? When shopping for a new brokerage, consider their fees, their selection of funds, and also, their efficiency.
The Motley Fool May 24, 2005	How to Use an Online Broker It's pretty simple -- and safe. Read on.
CFO March 1, 2004 Ronald Fink	Haven or Hell? The IRS wants to crack down on multinational corporations that transfer U.S. intellectual property to tax havens.
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...
The Motley Fool December 14, 2005 Selena Maranjian	Surprise! Brokerages Favor the Rich Brokerages don't treat all investors the same. The more money you have at the brokerage, the better interest rate you'll likely receive. It doesn't sound quite fair, does it?
The Motley Fool January 31, 2007 Dan Caplinger	Don't Jump the Gun Those tax statements you're about to get might be wrong. When it comes to tax forms and doing your taxes, it pays not to jump the gun.
Investment Advisor April 2008	Cost Segregation Audit Techniques Guide Here is a link to the IRS website which explains the principal elements of an IRS cost segregation study.
Entrepreneur May 2007 Carol Tice	You've Got People These IRS offices have staff ready to stand up for you.
The Motley Fool June 15, 2007 Selena Maranjian	Brokerages Want You to Know ... Get the latest scoop from brokerages and choose the best.
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.
Registered Rep. August 2, 2010 Anthony Riotto	Filling The Talent Gap With Private Bankers When the market picks up there will be a tremendous demand for client service talent with the sales and relationship management skills found with private banker, brokerage firms and RIAs.
Entrepreneur September 2004 Stephen Barlas	Hunting Season The IRS now has tools to go after payroll/accounting firms that steal a client's employment tax payments, and firms that hire those rogue firms are protected. Small businesses should benefit most.
The Motley Fool December 26, 2006 Selena Maranjian	Kiss Your Brokerage Goodbye If you're fed up with your brokerage and don't like having to pay that commission every time you buy or sell a stock or mutual fund, know that you have some choices.
HBS Working Knowledge December 20, 2006 Mihir Desai	Investors Hurt by Dual-Track Tax Reporting What corporations report in profit to the IRS and what they report to shareholders are often two different numbers. That's why the IRS and Securities and Exchange Commission are proposing that companies publicly report taxes paid
Investment Advisor May 2009	B/D News & Products News for broker/dealers: U.S. House of Representatives approved legislation that would tie pay to performance at companies that have received TARP funds... Securities and Exchange Commission charged the auditors of Bernard Madoff's broker/dealer firm with securities fraud...
Entrepreneur June 2007 Carol Tice	No Excuses Get informed so you can do your taxes right.
AFP eWire June 18, 2007	IRS Releases New Draft Form 990 With More Focus on Fundraising The IRS has given charities until Sept 14 to submit comments about the redesigned Form 990, which would be used for the 2008 taxable year with charities filing the form in 2009.
CFO October 1, 2011 David M. Katz	Give-and-Take on R&D The perennial squabbling over the R&D tax credit enters a new phase, for better and worse.
The Motley Fool February 23, 2007 Selena Maranjian	Thieves Emptying Brokerage Accounts Investors, here's something new to worry about: brokerage account theft. Here's what you can do to protect yourself.
Entrepreneur February 2007 Carol Tice	Backup Plan What happens when you can't pay your taxes?
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...
CIO April 1, 2004 Elana Varon	For the IRS There's No EZ Fix By assembling a star-studded team of vendors, the IRS thought its $8 billion modernization project would manage itself. The IRS thought wrong. Now the agency's ability to collect revenue, conduct audits and go after tax evaders has been severely compromised.
The Motley Fool September 25, 2007 Selena Maranjian	Chinese Brokerages Are Opening Up China is now ready to permit foreign investment in its brokerage houses. Companies we might see making such investments include Morgan Stanley, UBS, and Citigroup.