Sometimes it's the little things that matter. Sherry Hoffman, owner of the Hoffman Agency, a multiline agency in Ballston Spa, N.Y., uses auto insurance as her ticket to IRA rollovers.
In reporting record first-quarter profits yesterday, UBS expressed interest in following up its recent acquisition of Piper Jaffray’s brokerage unit with more purchases
Most people would say the hardest part about the life insurance business is getting people to pay for the insurance. I disagree. Once a person selects a life insurance product, the most difficult challenge is getting the best possible offer from...
Many advisors are not aware that their clients might use Delaware trusts for state income tax planning. Delaware law can enable individuals residing in many states, such as New York, New Jersey, Kentucky, Massachusetts, Michigan and Missouri, to...
Although the Treasury Department and the Internal Revenue Service have significantly diminished its income tax advantages, split-dollar insurance can still be a valuable estate-planning tool. The IRS's final regulations1 created the ability to use...
David T. Leibell and Daniel L. Daniels, principals in Cummings & Lockwood LLC in Stamford, Conn., report: The Internal Revenue Service has approved another venture philanthropy strategy this one for establishing a new business and pre-seed capital...
