Tax Talk Today will begin providing to Investment Advisor readers quarterly highlights of the tax planning content of its popular, authoritative Webcasts. Brought to viewers by the IRS and produced by L&M Production Design Group, based in Alexandria, Virginia, Tax Talk Today is a free, live, monthly interactive Webcast aimed at educating tax professionals--and advisors who are not tax professionals--on the most contemporary and complex tax issues. The award-winning series, now in its seventh year, airs monthly at www.TaxTalkToday.tv and programs are archived on the site for one year. The next Tax Talk Today Tax Advisor column will appear in May 2007.--Ed.
Access complimentary resources from Cambridge Investments to help navigate the fiduciary rule changes.
If you’re thinking of changing broker-dealers, you owe it to yourself to read this article that covers all major aspects of the transition process.
This White Paper outlines the immediate actions firms can take to correct outdated and costly supervision procedures.
Sep 27, 2016
Some broker-dealers have already decided to exit certain lines of business and are sizing up how the rule will impact their IT and compliance budgets....
Sep 20, 2016
This webcast will review the key aspects of the amendments and the steps that funds and intermediaries can take in order to comply with the...
Sep 13, 2016
Nationwide is providing a deeper look into the rule’s implications and a discussion of decisions firms will need to make in order to comply.