Could 2011 & 2012 Gifts Come Back to Bite the Grantor?
By Robert Bloink, William H. ByrnesWhat possible consequences could the new 2011 estate, gift and GST taxes have on your clients?
April 19, 2011
NAIC Bulletin on Stranger-Originated Annuities May Lead to New PenaltiesState insurance regulators are cracking down on stranger-originated annuity (STOA) transactions, and it could affect your annuities business.
April 19, 2011
Wealthy Clients Need Expert Insurance Advice: Here's How to HelpWealthy clients’ insurable risks are not standard, and advising them on insurance requires specialized expertise.
April 18, 2011
Ryan's "Path to Prosperity" Exacts Too High a PriceClearly, the U.S. cannot allow health care costs to eat up an increasing share of the budget and crowd out other fiscal priorities.
April 18, 2011
Force Multiplier for GoodWhat is this financial force multiplier? We hardly have to ask. Plain and simple, it is life insurance.
April 18, 2011
These Colors Don't Run, But They HideWith tax season winding down, I thought it appropriate to relay this anecdote.
April 18, 2011
Bad AdviceLast Monday, I received from a colleague a clipping of personal finance columnist Lynn Brenner's latest "Ask the Expert" column. The column runs in Newsday, ...
April 18, 2011
Bad AdviceLast Monday, I received from a colleague a clipping of personal finance columnist Lynn Brenner's latest "Ask the Expert" column. The column runs in Newsday, ...
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