Keep legal opinions and tax memoranda in a file separate from accounting and financial statements.

FORBES: What To Give IRS In An Audit

McCAIN: Our financial market approach should include encouraging increased capital in financial institutions by removing regulatory accounting and tax impediments to raising capital.

NPR: Candidates Views on Economic Crises Compared

Thomson Reuters sees great opportunity for growth if business customers are familiar with its whole suite of products, which includes data pertinent to those in the financial, legal, tax, accounting, healthcare, science and media professions.

FORBES: Thomson Reuters Touts "Knowledge Effect" In New Corporate Branding Campaign

Remember legal, tax and accounting opinions, pension consultant recommendations, portfolio manager and broker testimonials, all play a role in marketing financial products, not just slick brochures and advertising produced by the money manager itself.

FORBES: The Best Investment Advice: Fundamental Truths About the Business of Managing Your Money (April 2, 2002 )