Wouldn't you like to peek over your client's shoulder and watch how he manages his finances and investments online? Now you can. In April, Registered Representative conducted a national telephone survey of 200 clients to see what they are up to on...
Wit,Wisdom & the Fiduciary Professions Dangerous Postponement Without Cause Ongoing thoughts about a misinformed public reaction to transfer tax reform By Ror M. Adams, Chair Editorial Advisory Board Many of our readers have communicated to us...
Carryover Basis And Charitable Giving By Jerry J. McCoy Attorney Washington, DC Repeal of the estate tax, which some say reduces incentives for giving to charity, simultaneously creates several new ones by encouraging various types of...
Tax Cut Passes By Richard W. Stevenson, New York Times WASHINGTON--Congress gave final approval to the biggest tax cut in a generation, voting to reduce all income tax rates over the next five years and to give the weakened economy a quick jolt by...
Tax Cut Passes By Richard W. Stevenson, New York Times WASHINGTON, May 26 Congress gave final approval today to the biggest tax cut in a generation, voting to reduce all income tax rates over the next five years and to give the weakened economy a...
D Vu All Over Again: Gift Planning 2001 By Jeff Comfort Georgetown University Washington, D.C. From the vantage point of the new year, a quick review of the landscape of philanthropy and charitable giving in 2000 prompts a quote from Yogi Berra...
Why Families Will Plan With Or Without The Death Tax By Patricia M. Soldano Cymric Family Office Services Costa Mesa, CA Families will continue to plan for the passage of assets from one generation to another in a prudent, practical manner whether...
Trusts Will Not Die,Even Without Transfer Taxes By Fran M. DeMaris Cannon Financial Institute, Athens, GA The impact of possible transfer tax repeal or reform is still subject to speculation; therefore, reports of the demise of sound tools such as...
