Are You a Crummey Advisor or Just a Crummy Advisor?
When it comes to passing along your clients' wealth to the next generation in the most tax-efficient way, you definitely want to be a Crummey advisor.
GOP May Take Senate, but No End to DC Dysfunction: Political Pundits
Inside-the-Beltway political 'handicappers' Stuart Rothenberg and Charlie Cook tell IRI crowd not to expect tax reform even if Republicans take control of the Senate.
Advisor Prepares Pro Athletes for Life After Sports
Lee Rawiszer creates lifetime plans for incomes at risk of meteoric rises and crashes — sometimes after meeting the client for less than 15 minutes.
IRS Warns of FATCA Phishing Scams
Scam artists posing as the IRS have fraudulently solicited account holder identity and financial account information.
Helping Clients Avoid the IRS on Tax-Free Inherited IRA Rollovers
IRS blessed tax-free rollovers for two spouses inheriting IRAs that didn't name them as beneficiaries, but they could have done the same with proper planning.
Treasury, IRS Issue New Guidance to Curb Corporate Tax Inversions
The Treasury Department and IRS issued guidance late Monday to reduce the tax benefits of corporate inversions.
IRS Finally Answers After-Tax IRA Rollover Question
Can after-tax money in 401(k)s be converted to a Roth IRA tax-free? The IRS has the answer in a just-published guide.
How to Join 9,000 Taxpayers With Romney-Sized IRAs
If it seems impossible to amass a fortune in an IRA during your lifetime, think again.
Beware: ETN Pitfalls Abound
ETNs have a number of benefits, but also shortcomings, including credit risk and taxation. It's important that advisors weigh ETNs' pros and cons to make the right choice for clients.
20 Best & Worst Tax States
Conservatives and liberals generally agree on what a “fair” state and local tax system looks like, but no state actually has such a system.