On Oct. 4, the Internal Revenue Service posted final Form 706 for individuals dying in 2012. It posted final updated instructions on Oct. 12. Here’s an overview of the new form and instructions and how they compare to the prior versions.
Sharon L. Klein, managing director & head of wealth advisory at Lazard Wealth Management LLC in New York discusses the impact of new Tennessee legislation that eliminates its gift tax and phases out its inheritance tax
Sharon L. Klein, managing director & head of wealth advisory at Lazard Wealth Management LLC in New York provides highlights of the recently released Internal Revenue Service temporary regulations and proposed rules regarding the portability of the deceased spousal unused exclusion amount.
Marc Chaikin, stock market expert and the creator of Chaikin Money Flow, demonstrates how to build portfolios that outperform the market and beat robo advisors. He'll demonstrate the simple way to find trends in equity sectors—and use a combination of stocks and ETFs to construct strong client portfolios....More
Recent statistics show markedly improved longevity rates. Between 1985 and 2010, the number of people living past age 90 tripled and will quadruple in the next 40 years. In addition, death rates for various diseases including the two leading killers (heart disease and cancer) have decreased from 38% to 13.5% over the past 10 years....More
You make sure you practice good diversification techniques when advising your clients on their portfolios. Now, with this webinar, you can discover a key way to diversify your practice, with a wider client base that is geared for future growth....More