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.
What does it take to lead a high performing team? Are you seeing the kind of ROI from your next gen advisors that you need to? Do you know what you need to do to ramp up next gen performance quickly and efficiently? There are ways to support the efforts of your next gen team to be more productive in less time, but you have to know the secrets to leading a high performance team....More
With the Fed poised to hike rates for the first time since 2006, many investors are concerned about the risks to their bond holdings. But rising rates also have positive aspects for some investors....More
These articles from the Investments & Wealth Monitor focus on the challenges of longevity and how families can prepare, maximizing wealth over increasing life expectancies with social security, and long-term care and asset protection....More
Small-cap growth stocks have turned in strong performances year to date, but various macroeconomic events and cross currents exist in today's market environment. Learn what's behind the gains and where the opportunities for small-cap stocks can be found going forward....More