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David H. Lenok

Articles by David H. Lenok
On the Cover May 2013
Associate legal editor David H. Lenok discusses this month's cover
On the Cover April 2013
Associate legal editor David H. Lenok discusses this month's cover
On the Cover March 2013
Associate legal editor David H. Lenok discusses this month's cover
United States and Switzerland Sign Landmark Intergovernmental Agreement
David H. Lenok reports on the recent intergovernmental agreement between the United States and Switzerland
On the Cover February 2013
Associate legal editor David H. Lenok discusses this month's cover
We All Make Mistakes
David H. Lenok discusses the IRS' recent show of mercy regarding a taxpayer's GST exemption allocation error
On the Cover January 2013
Associate legal editor David H. Lenok discusses this month's cover
Court Denies Estate Tax Deduction for Debt Owed to Pre-Deceased Spouse
David H. Lenok reports on the recent Derksen decision.
On the Cover December 2012
Associate legal editor David H. Lenok comments on this month's cover
United States and Denmark Sign Agreement to Implement FATCA
David H. Lenok reports on the newly signed FATCA impletation agreement between the United States and Denmark
On the Cover November 2012
Associate Legal Editor David H. Lenok discusses this month's cover
Second Circuit Finds DOMA Unconstitutional
Associate legal editor David H. Lenok discusses the Second Circuit's recent ruling in the Windsor case and its ramifications for advisors to same-sex married clients
On the Cover October 2012
Associate legal editor David H. Lenok discusses this month's cover art
On the Cover September 2012
Associate Legal Editor David H. Lenok discusses this month's cover
New Hampshire Prunes Its Trust Tax Laws
New Hampshire has repealed its interest & dividends tax on non-grantor trusts. What will the impact be?
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Absolute Perfection

This flawless, 101.7-carat, pear-shaped diamond—one of the world’s largest —will go up for auction at Christie’s “Magnificent Jewels” sale in Geneva on May 15, 2013. How much will it sell for? Choose the correct answer and registered site users will be eligible to win a one-year subscription to Christie's Geneva Jewelry sales catalogue, courtesy of Christie's. 

Image courtesy of  Christie’s Images Ltd. 2013

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Life after wirehouse? 1

After 18 months in the industry, all at WFA, I will be leaving the firm. I have not had great success at a wirehouse. It started well in the apprentice period and the first 6 months, but I missed my hurdle at the 9 month mark and have been scraping by ever since. After taking a further look at the requirements for the next 3 years, I realize that my head is going to be on the chopping block for most of that time barring someone in my network hitting the Powerball. I take full responsibility for this, but I will add that my firm has offered me little, if any, support at the local level....More
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The Numbers Behind Social Security

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Walnut Street Team Turns Down Cetera Deal to Join Boutique IBD

A $145 million AUM team from Walnut Street Securities has turned down a retention deal from Cetera to join SCF Securities....More
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The Checks Aren’t Always Equal: Why RIAs Should Tap Multiple Custodians for a Successful Practice

Challenging economic climates often bring unforeseeable opportunities. New opportunities could, of course, help your clients maximize their potential. With the evolution of new technologies, financial products and account needs, new custodians have emerged to provide specialized services....More

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