Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Just One Word
By Steve PiontekIn an age where millions of people get off on conveying their thoughts in 140 characters (not words) or less, the art of crafting a ...
January 01, 2010
Congress Reaches Year-End GoalCongress made a mad dash at year-end 2009 to achieve two of its top goals: passing healthcare and financial services reform legislation. As we enter...
January 01, 2010
Succeeding at Art SuccessionNot long ago, insurance agent Pamela Averick asked an art collector she knows whether he'd made any long-term provisions for his collection of 100 contemporary...
January 01, 2010
The Tumultuous 19th CenturyOn September 12, 1857, Commander William Lewis Herndon, in full uniform and with head bowed, stood by the wheel of the SS Central America as...
December 30, 2009
CBO Revises Tort Reform SavingsA new study by the Congressional Budget Office almost doubles its estimate--from 6% to 10%--of the reduction in costs of medical liability insurance through a proposed package of tort reforms.
December 29, 2009
Experts See Snags If Estate Tax LapsesThe lapse of the estate tax as of Jan. 1, 2010 raises the potential for endless litigation that could ultimately wind up in the U.S. Supreme Court, a trust and estates tax lawyer warns.
December 29, 2009
Experts See Snags If Estate Tax LapsesThe lapse of the estate tax as of Jan. 1, 2010 raises the potential for endless litigation that could ultimately wind up in the U.S. Supreme Court, a trust and estates tax lawyer warns.
December 29, 2009
Ever HopefulAs we emerge from a challenging economic crisis, there is reason to hope that changes and opportunities we will see in this new year--some as a direct result of the economic crisis--will be positive.