Trusts and Estates
Learn which trust is best for which clients, the tax benefits of different estate planning strategies and how to transfer wealth responsibly, as well as estate planning techniques that benefit families with special needs
IRS Finally Issues Guidance on 2010 Estate Tax
By Robert Bloink, William H. ByrnesEstates of decedents who died in 2010 finally have guidance from the IRS on how to opt out of estate tax treatment and allocate carryover basis to estate property.
August 11, 2011
Lessons for U.S. Advisors—and Regulators—on Risk, Suitability From OverseasPaying attention to consumer needs is no longer whistling in the wind. Its a global tornado.
August 10, 2011
Making marketing personalHere's the truth -- you can be a brilliant salesperson, but if you don't know how to be a successful marketer, you're probably not going to get anywhere.
August 10, 2011
Making marketing personalHere's the truth -- you can be a brilliant salesperson, but if you don't know how to be a successful marketer, you're probably not going to get anywhere.
August 09, 2011
The Perils of PrognosticationStrategists from most Wall Street experts predicted 10-12% market growth for 2011 while only two called for minor declines.
August 08, 2011
IRS Issues Guidance for Executors of Estates of 2010 DecedentsThe IRS issued guidance on Friday for executors who plan to opt out of the estate tax and have carryover basis rules apply for estates of people who died in 2010.
August 07, 2011
Portfolio Optimization With Collectible Art: Portfolio FixArt can reduce portfolio risk without substantially reducing returns
July 31, 2011
What do professional designations for financial advisors mean to you?That's a good question. I do put some stock in designations.