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  • May 17, 2013
    Article
    Trusts & Estates

    Outspoken in Life, Remembered in Death  

    Five individuals left their marks when they were alive--and some, even after they died...More
  • May 1, 2013
    Article
    Trusts & Estates

    Asset Allocation: Who are you Investing For?  

     ...More
  • Apr. 24, 2013
    Article
    Trusts & Estates

    IRS Issues Ruling on GST Tax and Charitable Deduction  

    IRS rules on: 1) whether amounts distributed pursuant to a settlement were subject to the generation-skipping transfer tax; and 2) whether an estate could receive a charitable deduction for a distribution to charity pursuant to the settlement....More
  • Apr. 11, 2013
    Article
    Trusts & Estates

    When Does an Estate Have Reasonable Cause for Failure to Timely File Its Estate Tax Return?  

     ...More
  • Mar. 29, 2013
    Article
    Trusts & Estates

    Using Impact Investing to Create a Sustainable Greater Good  

    In a post 2008 economic climate, in which foundations are on a multi-year uphill climb to regain previous asset levels, the world of philanthropy is no longer relying on traditional grant making and is utilizing other tools in the toolbox for social change....More
  • Mar. 18, 2013
    Article
    Trusts & Estates

    An Up Close and Personal View Into the Life (and Death) of Ed Koch  

      On Feb. 1, 2013, New York City lost a political icon.  Edward I. Koch, who served as mayor of New York City from 1978 through 1989, died of heart failure.  After a period of mourning, estate planning geeks almost certainly began to wonder—as they do every time a high-profile individual dies—what’s in Ed Koch's Will?  That question has now been answered, though some additional questions have been raised....More
  • Mar. 6, 2013
    Article
    Trusts & Estates

    Game Change: Minimize Income Taxes Under the New Regime  

    New tax laws that took effect on Jan. 1, 2013 have complicated the already complex playing field of the income taxation of estates and trusts. Here are some of the strategies that fiduciaries can use to minimize income taxes under the new regime.   Distribute to Beneficiaries in Lower Income Tax Brackets...More
  • Feb. 20, 2013
    Article
    Trusts & Estates

    Charitable Deduction Denied  

    In Evenchik v. Commissioner, T.C. Memo. 2013-34 (Feb. 4, 2013), the taxpayers donated approximately 72 percent of their shares in a corporation called Chateau Apartments, Inc., to a non-profit housing organization. The issue addressed in the case was whether the taxpayers submitted a qualified appraisal for the charitable deduction carryforward claimed on their 2006 return....More
  • Feb. 14, 2013
    Article
    Trusts & Estates

    Defining the Estate: Why Do You Ask?  

    The “estate” is central to our professions. We plan estates, we administer estates and we even call ourselves trusts and estates practitioners. But what’s this thing called the estate? How does its definition impact advice to clients and their understanding of their assets and how they pass?...More
  • Feb. 12, 2013
    Article
    Trusts & Estates

    Two Courts in Search of a Remedy  

     ...More
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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. 

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Sales called backbone for business. I am sales person in one MNC so i need app to manage my tasks, work details please share with me if you have any app for sales. My friend Linda suggest me about top ipad Sales Assailant App ( Coming soon ) and other another apps. If you have any suggestion please share with me ..     thanks steve...More

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Most Recent Blogs & Columns
May 21, 2013
Commentary
REP.

Advisors Get Ready to Ride the Social Sharing Wave

Moore’s Law is a mathematical principle devised in the 1960’s that states the number of transistors on integrated circuit boards doubles every 18 months – meaning the processing power grows exponentially. This simple principle has held true for the computer hardware industry over the past fifty years!...More
May 21, 2013
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FINRA Won't Drop BrokerCheck Link Rule

Advisors who hate the idea of linking to BrokerCheck on their websites are not out of the woods. Despite pulling its proposal last month, FINRA staff say the proposal is not dead....More

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