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.
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Part II in a series of articles on working with ultra-high-net-worth clients from IMCA's Investments & Wealth Monitor takes a look at the biggest trends...
Maximize client retention and promote firm growth by using this 6 step interactive client review process.
Oct 05, 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 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.
Aug 24, 2016
Many affected firms and individuals are well-versed in the complexities of the new rule but still have detailed questions. Others are still familiarizing themselves with...