Screen of the Week: This week, Kevin Matras talks about one of the screens he’s been using in today’s tough market. See three of the stocks that popped up on his radar screen, and how you can get them all.
Amid the current credit crunch, commercial real estate borrowers are assessing the impact on their portfolios and investment strategies. In the accompanying two podcasts titled “The End of Free Money,” investment banker John B. Levy...
Registered Rep.: Why would a wirehouse rep want to leave his firm and join yours?
Joe Deitch: At Commonwealth, an experienced advisor can have the best of all worlds
Stock is discounted by the full amount of a company's unrealized gains. In Estate of Jelke III (2007-2 USTC para. 60,552), the U.S. Court of Appeals for the Eleventh Circuit held that the estate tax value of a decedent's stock in a closely held...
Want to know what clients really want? It's more financial education for themselves and all their family members. This past June, wealth owners from four countries gathered at the University of Chicago Graduate School of Business, paying close...
In Private Letter Ruling 200747001, issued Nov. 23, 2007, the Internal Revenue Service ruled that an inter vivos charitable lead annuity trust (CLAT) qualified as a grantor trust for income tax purposes. The ruling is both important and curious...
Rising tuition for college education is a daunting reality for many parents and grandparents. Even the very wealthy would prefer to pay for higher education in the most tax-efficient manner. So help clients plan well. There are a number of...
If there's a constant in the individualistic world of personal philanthropy, it's the search to define what makes a not-for-profit But is that really the core question we should be asking? What if philanthropists took a step back to remind...
Only a few valuation-related cases were decided in 2007, but their negative impact on taxpayers was enormous. For appraisers and advisors, only a few rules were adopted last year but their whole world got harsh. Yet not all of the valuations news...
