Abstract: The present invention is a system and method for generating personalized tax advice documents. An advice protocol is integrated in tax preparation software to provide relevant financial advice statements based on a taxpayer's income tax return data. A set of financial recommendations or statements is developed from which applicable statements may be selected for the tax advice documents. Categories and priorities are associated with each financial statement as well as specific financial triggers and calculations. The triggers are evaluated based on tax return data. If the conditions of a trigger are met, a calculation is performed to determine the actual benefit to the taxpayer. The specific financial recommendation or statement associated with the trigger is then added to a tax advice document. The taxpayer is then provided with a printed copy of the tax advice document comprising the specific statements selected for the taxpayer.

Abstract: A page turning device is provided that can be mounted on the end of a cylindrical writing instrument, such as a pencil. The page turning device has a substantially spherical body which has a plurality of deformable protuberances spaced about the outer surface of the body. The protuberances have an adhesive quality sufficient to grip a page of paper and are sized and spaced so that the body of the page turning device is prevented from contacting the page of paper to be turned. The page turning device has a hollow base connected to the outer surface of the body so that the page turning device can be mounted on the end of a cylindrical writing instrument.