After DOMA, Financial Planning Still a Challenge for Same-Sex Couples
More and more states have struck down gay marriage bans, but uniformity in benefits is still a long way off.
Raymond James Highlights Women’s Achievements, Tech Updates
The firm attracts a record number of attendees, including 29 prospective advisors, to its 20th annual event for female reps.
IRS Prods Lawmakers to Pass Tax Extenders
Senate Finance Chairman Wyden prodded Congress after the IRS warned that failure to act could disrupt tax filing season.
Under the Hood: What You Need to Know About the Federal Estate Tax
What’s included in the estate, what’s the tax on that estate and what are the resources for learning more, including designations to consider achieving.
Deadline for Undoing IRA Conversions Approaching Fast
The deadline for “recharacterization” of assets that were moved from one form of an IRA to the other is Oct. 15.
Are You a Crummey Advisor or Just a Crummy Advisor?
When it comes to passing 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.