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.
The Financial Reform Fiasco
By Staff WriterIn 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 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.
February 24, 2010
Five steps to a seamless presentationPresentations can be daunting, but with the right preparation they don't have to be.
February 16, 2010
Could the Roth Conversion Be an Estate Planning Opportunity?2010 provides wealthy clients with a chance to implement planning that until now had been unavailable to high-income earners: a Roth IRA conversion.
February 10, 2010
Putting your Web site to work for your businessBy now, most agents acknowledge that they must have a Web site to grow their businesses. The launch of a professional, well-designed site is only the first step.