Fiscal Cliff Tax Backlash: 4 Hits Your Clients Will Take—A Case Study
As fiscal cliff negotiations continue in Washington, a case study of the four major tax repercussions of a typical client couple should we go over the cliff.
California Appeals Court Holds STOLI Law Isn’t Retroactive
The impact of the court ruling on a Lincoln Life policy: Does the 2009 anti-STOLI law apply to your clients’ policies?
Andrew Kaiser asked himself a tough question
In late 2003, after the unexpected death of his six-year-old son, Wall Street veteran Andrew Kaiser asked himself a tough question: Did he want to...
Keeping Them On Your Side
You run a financial advisory shop with a roster of happy and satisfied clients. You think their loyalty is to your firm and that they'll...