Charitable Giving
Learn about the most effective ways your clients can contribute to charities that align with their personal philanthropic goals while also reducing their taxes.
Getting introduced to the affluent
By Bill CatesIf you want to meet more affluent clients, you have to be introduced. Make the commitment to building a referral-based business and then get introduced to your new prospects.
April 01, 2010
The Financial Reform FiascoIn late February, Senator Chris Dodd of Connecticut, the Democratic chairman of the Senate Banking Committee, announced the showpiece of his financial-regulatory reform plan: a...
March 25, 2010
Bank of America Cutting Mortgage PrincipalCertain mortgages will be eligible for "principal forgiveness," as a result of settlement with Massachusetts attorney general.
March 24, 2010
Family Offices Attract Hedge Fund ProfessionalsU.S.-based hedge fund professionals for the first time are showing considerable interest in working for family offices.
March 19, 2010
Estate Planning in Uncertain TimesThese days, thanks to a surprising twist in tax law, wealth managers are faced with a new level of uncertainty when it comes to the wealth transfer needs of their clients.
March 09, 2010
Estate Tax Uncertainty ContinuesWe have a difference of opinion as to whether Congress can retroactively promulgate tax reform legislation, should they pass any.
March 04, 2010
Estate Planning in 2010Among the tasks that fall to survivors and executors of any estate, but certainly one in which there are substantial assets, is to gather the records of assets and accounts, values and costs. This may never have been more challenging than it is now.
February 28, 2010
How much do you rely on personal recommendations in your selection of an advisor?Sure. Why not? That's how we make most of our biggest decisions, by taking in suggestions and then making our mind up.