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The Motley Fool May 18, 2007 Elizabeth Brokamp |
Ask Mrs. Riches: Seven-Year Rich Getting antsy about your spouse's money management style? Get your financial relationship questions answered here!  |
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 February 23, 2007 Elizabeth Brokamp |
Ask Mrs. Riches: Spending Without Consent How much is too much to spend without your spouse's OK? Get your financial relationship questions answered here!  |
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 January 18, 2007 Dan Caplinger |
Know Your Marital Rights Marriage brings with it certain financial and legal rights that every couple should take into account when thinking about how to create a solid plan for their future. Marriage will have an impact on your finances, and only by knowing its full extent can you plan correctly for every contingency.  |
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 February 2012 |
Honey, I Forgot To Pay The Taxes Recent changes in IRS regulations make it easier to file for relief from prosecution when a spouse hasn't paid the proper income taxes and the innocent spouse didn't know about the violation or couldn't stop it.  |
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.  |
Investment Advisor March 2006 Olivia Mellan |
The Psychology of Advice: Tax Evasiveness Taxes are what we pay for civilized society, said Justice Holmes. But how can you handle financial advisory clients who don't want to pay? Here some situations and how to handle them.  |
The Motley Fool July 14, 2006 Elizabeth Brokamp |
Ask Mrs. Riches: Fiscal Family Feuds When money is involved, even close family ties can break. Get your financial relationship questions answered here!  |
The Motley Fool February 12, 2007 Elizabeth Brokamp |
I Love Financial Planning Give your sweetie a sound financial future. While your honey may not find a visit to the CPA equally romantic, do take time together this season to assess where the two of you are headed financially.  |
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 October 6, 2006 Elizabeth Brokamp |
Ask Mrs. Riches: Sniffing Out a Gold-Digger When your friend's riches attract a rat, what do you do? Get your financial relationship questions answered here!  |
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.  |
AskMen.com Michael Estrin |
8 Tax Tips Here are a few deductions and credits the average Joe doesn't know, but should.  |
Financial Advisor September 2010 Caren Chesler |
Going Dutch For Advisors? How do you merge finances in a marriage if both spouses already have separate advisors?  |
The Motley Fool April 27, 2006 Elizabeth Brokamp |
Ask Mrs. Riches: A Matter of Pride Would you be offended if someone gave you money? Mrs. Riches answers.  |
The Motley Fool April 9, 2007 Mary Dalrymple |
When Good Credit Marries Bad Credit When two people marry, they decide to share everything, but the wedding license doesn't force a merger between two credit reports.  |
AskMen.com Michael Estrin |
8 IRS Red Flags You Should Avoid There are certain things that just scream, "Audit me!" Here are some of them.  |
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 June 23, 2006 Elizabeth Brokamp |
Ask Mrs. Riches: Your Car-Buying Personality Are you and your partner in sync when it comes to buying a new car? Get your financial relationship questions answered here!  |
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.  |
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?  |
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?  |
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.  |
The Motley Fool February 15, 2006 Elizabeth Brokamp |
Ask Mrs. Riches: For Love or Money Do money issues with your honey have you hot and bothered? Get your financial relationship questions answered here!  |
The Motley Fool February 22, 2007 Dan Caplinger |
Is Your Hobby a Business? As a potential source of deductible expenses, hobbies are a promising target that many taxpayers consider using.  |
The Motley Fool December 12, 2006 Mary Dalrymple |
Tax Refund Delays Ahead Late tax law changes may delay refunds for very early filers.  |
The Motley Fool July 20, 2007 Elizabeth Brokamp |
Ask Mrs. Riches: Household Cost-Cutting A penny here, a nickel there. Is all the scrimping worth it?  |
AskMen.com Terence Channon |
Tax Myths These common tax myths will only lead to time-consuming research, and perhaps a higher tax bill instead of a hefty return.  |
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.  |
Entrepreneur June 2003 Paul & Sarah Edwards |
Under Pressure Will your marriage survive both of you working at home? Yes, if you work on your communication skills, too.  |
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.  |
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.  |
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.  |
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.  |
Entrepreneur June 2004 Julie Monahan |
Here's a Tip Want good tax advice? You might not find it at the IRS.  |
The Motley Fool June 8, 2007 Elizabeth Brokamp |
Ask Mrs. Riches: Dear Old Dad What to do when Dad rolls his eyes at your financial choices.  |
The Motley Fool December 8, 2007 Elizabeth Brokamp |
Setting Up a Solo 401(k) Self-employed? Maximize your tax savings this year by opening up a solo 401(k).  |
The Motley Fool July 7, 2006 Elizabeth Brokamp |
Ask Mrs. Riches: Is He a Tightwad? One person's cheapness is another's thrift. Who wins? Get your financial relationship questions answered here!  |
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 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...  |
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.  |
Registered Rep. March 1, 2007 Kristen Dodge |
Are You the Peyton Manning Type? In the financial-planning game, if you want to be a big time quarterback for your client, you've got to know where your receivers and playmakers are to complete a winning play.  |
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.  |
The Motley Fool April 1, 2004 Dave Braze |
Update Your Beneficiaries After any major life event (marriage, birth, divorce, death), you must re-evaluate who will inherit what.  |
Entrepreneur January 2008 Rosalind Resnick |
Give Me a Tax Break A business consulting expert gives insight into business and tax dollars.  |
Inc. October 2004 Michael S. Hopkins |
How To Work (If You Must) With Your Spouse The challenges of working with a spouse are many. Here's how entrepreneurial couples can overcome them.  |
Job Journal February 10, 2008 Marty Nemko |
Quick Fix: Housing's True Cost What to do when the high cost-of-living encroaches on your career options.  |
The Motley Fool August 5, 2005 Roy Lewis |
S-Corporations, Beware! The IRS recently announced the launch of a study to assess the reporting compliance of S-Corporations, entities that pass through their income and deductions to their corporate shareholders.  |