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.
Today, more than 100 million Americans are members of a credit union. Yet surprisingly, 97% of these members don't have an established advisor relationship through their credit union. And the only thing standing between you and this sea of potential clients may be your broker/dealer....More
A new era of health care innovation looms on the horizon. Andy Acker, Portfolio Manager of the Janus Global Life Sciences Fund, explains why he still sees considerable growth potential ahead for the health care sector, even after a strong three-year run....More
Obergefell v. Hodges is a consolidated Supreme Court case involving same-sex couples, some of whom sought marriage licenses in Michigan and Kentucky despite state laws restricting marriages in the state to opposite sex couples...More
Less than half of next gen advisors have a high degree of confidence in their team leader's ability. The next generation advisor wants to be more engaged, believes they have more to add but struggles to find the best way to contribute to their wealth management team....More