Susan L. Hirshman

Susan
L. Hirshman
Articles
When Taxes Hit (Second) Home
More clients are purchasing vacation homes a trend which can translate into more work, but also more opportunity, for full-service advisors. According
Calling on Nonprofits
Since the passage of the Sarbanes-Oxley Act, publicly traded companies have had to comply with strict new governance standards. A significant part of
Rollover Advisor Man
Rollovers inspire yawns in most advisors and not just because the word reminds them of their mattresses. Over the years, the subject of rollovers has
Budget Some Time
If last year's federal budget process teaches anything, it's this: Nothing's a sure thing. True, several of last year's most interesting proposed items
Some Healthy Information
The bluesman Rev. Gary Davis once famously sang, They tell me it'll kill me, but they won't say when. He was referring, of course, to a very specific
New Year, New Tax Laws
In most years the tax code is a must read in the worst sense of the phrase: advisors feel compelled to bone up only because it's pretty much an obligation
Predicting the Tax Bill
If you aspire to serving affluent clients, providing financial plans that help them budget and prepare for quarterly estimated taxes is a must. Unlike
Taxing Issues: The AMT Surprise in 2005
Behind the positive facade of the new alternative minimum tax exemptions lurks an insidious time bomb. Here's how to prepare your clients.
Making the New Tax Cuts Your Gain
When President Bush first floated his tax-cut proposals, I penned a column about its implications, should the measures pass intact. Inevitably, several
Stages: Marriage and the Financial Advisor
If your client is tying the knot, you should move aggressively to make sure he stays yours--and become theirs.
Happy Returns
The number 1040 carries positive associations for few people. But financial advisors can be exceptions to this rule. Client tax returns are a trove of
What Would Bush's Investment Plan Mean to You?
In their proposed form, President Bush's new savings plans would dramatically alter the financial planning landscape. It's too early to predict the ultimate
Taxing Issues: Playing the Dividend Tax Cut
Bush's call to eliminate the tax on dividends, if passed, can affect your clients in a number of ways. But it's not as straightforward as it would seem.
The Waiting Game
Each December, consumer magazines and newspapers swell with year-end tax planning tips. Unfortunately, such advice comes too late in the year for most
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