Reversionary Annuities: A Low-Cost Way to Protect Surviving Beneficiaries?
Reversionary annuities are a low-cost way to ensure that a surviving beneficiary will have adequate income after the death of another.
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.
How to Build a Foolproof Family Limited Partnership
A strong FLP must be custom-built from the ground up or you risk having the IRS or a court set it aside.
Replacements Without a Clue
This past May, Moss Adams LLP dropped a widely reported bombshell on the independent advisory community by announcing that the Seattle accounting firm is phasing...
Pittsburgh can be considered the epitome of blue collar America. Located at the confluence of the Ohio, Monongahela, and Allegheny Rivers it was an ideal...
The 'Go Team!' System
I bet you thought cheerleading is just for high school students. In fact, cheerleading could be a quick way for you to close more business,...
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...