Price vs. Value: More Thoughts on Valuing Advisory Firms
By Bob ClarkDespite some (good) reader comments to the contrary, why I continue to suspect that the bottom line in an acquired firm is less important than some folks seem to believe.
March 13, 2013
ESOPs: Great Tax-Wise for Business Owners, but Beware the DOLYour small-business-owning clients may be looking for ways to reduce or defer the taxes they will incur should they sell their business. An ESOP strategy can work well, but be wary of DOL inquiries.
March 12, 2013
The U.S. Tax System: How Did We Get Here? Pt. 2, the Middle YearsFrom the first U.S. default during the Revolutionary War to the first income tax during the Civil War to the 16th Amendment, taxes have been a source of contention.
March 11, 2013
The Successful Retirement Plan Advisor, Pt. 4: Profile in Success—Plan Sponsor AdvisorsIt's one thing to have great ideas on how to serve retirement plan sponsors, but Plan Sponsor Advisors excels at successfully implementing its brilliant ideas to grow its business.
March 11, 2013
On the Third Hand: DataPPACA will be a test of how live humans can compete with a souped up spreadsheet.
March 11, 2013
3 strategies to help clients manage assetsYou can reduce taxes on your clients Social Security benefits by repositioning assets from taxable vehicles to an annuity product.
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