Help Your Clients Avoid Paying Taxes They Don’t Really Owe
The IRS won't tell you your clients are overpaying since the law assigns the burden of cost-basis reporting to the individual taxpayer.
Honoring Advisors Who Serve(d): July 4th, 2014
On Fourth of July, ThinkAdvisor continues our tradition of honoring advisors and their partners who served in the U.S. armed forces and sharing their stories.
Honoring Advisors Who Serve(d): Memorial Day, 2014
On Memorial Day, ThinkAdvisor continues our tradition of honoring advisors and their partners who served in the U.S. armed forces and sharing their stories.
When Boomers Face Separate Retirements: Dos and Don’ts
When one spouse retires, willingly or not, many couples have to live different lives and face changes in their financial, social and emotional circumstances.
When Advisors Should Be Quiet
Sometimes, nothing is what clients most need to hear.
Do you like grilled octopus? You’d love my octopus!
Buy-Sell Agreements: Avoiding Transfer-for-Value Problems
Transfer-for-value problems with insurance-funded buy-sell agreements can convert otherwise income-tax-free death benefits to ordinary income.
Financial Literacy Brigades
I usually look forward to long plane rides as an opportunity to catch up on some reading. And so it was on a recent cross-country...
Summer Conferences: Asking the Consumer
Huntington Beach, Calif.-- General sessions of conferences tend not to produce a lot of insight into practical matters facing financial advisors. Often the speakers are...
Securities America Showcases Consumer Panel at Confab
Consultant Chip Roame brings unscripted "Ask the Consumer" panel to Securities America annual conference in California.