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.
Five steps to a seamless presentation
By staff WriterPresentations can be daunting, but with the right preparation they don't have to be.
February 03, 2010
8 ways to increase your sales successHere are eight tips for improving your insurance sales and marketing strategies. By using just one or two of these ideas, you can make stronger connections with more prospects and clients.
February 02, 2010
Social Security Solvency PlanRobert Reynolds, president and CEO of Putnam Investments, is calling for legislators to help solve the coming retirement crisis in America.
January 25, 2010
Commonwealth Financial to Match Haiti Relief Donations From B/D's Staff and AdvisorsAs House passes bill on tax deductions for Haiti, AICPA posts reminders on how to give prudently
January 19, 2010
5 steps for the perfect presentationHere are five specific steps to help make your next presentation into your next sale.
January 18, 2010
Estate Taxes and the Carryover BasisThe repeal of the estate tax aside, 2010 introduces the concept of a carryover basis. The assets owned prior to death are no longer stepped-up to the fair market value at the date of death or the alternate valuation date.
January 13, 2010
Goldman CEO Gives Thumbs Up to Fiduciary Standard for BrokersBlankfein and other Wall Street CEOs take a beating as federal investigators probe them on causes of financial crisis
January 13, 2010
Time for a Transition (V): Ramp Up Your Marketing Plans in 2010Here are three resolutions FAs should tackle in 2010 to improve the market share of their newly independent and other advisory practices.