Roy M. Adams is a prominent estate planning attorney who teaches other practitioners. Yet anyone can use his Contemporary Estate Planning: A Definitive Guide to Planning and Practice. Adams starts each chapter with the basics, explaining with...
When I sat down to write this column, the deadline for paying taxes was looming and a meeting with Felix Aisen, my CPA, was fast approaching. This time of year always reminds me how much faith I put in Felix and highlights how much potential CPAs...
Canadian brokerage firms will soon have to file quarterly reports disclosing to the national regulator certain types of client complaints. It’s about being “more proactive and transparent” to investors, says Joe Oliver, president...
Former A.G. Edwards broker Jimmy Lindsey and his brother Randy won a $150,000 judgment against the St. Louis-based firm, according to an NYSE arbitration case. A.G Edwards was ordered to wipe out a $128,571 debit claim against the Lindsey’s...
Searching For And Keeping Clients Wealth management practitioners having trouble keeping their address books filled with loyal customers By Christopher Weems, Associate Editor Clients are becoming a scarce asset for financial services...
Coming To A Wal-Mart Near You: Tax-Free GRATs By Deborah V. Dunn, Kirkland & Ellis, Chicago. IL In a victory for taxpayers, the Tax Court held in Walton v. Commr., 115 T.C. No. 41 (2000), that Reg. Sec. 25.2702-3(e), Example 5 is an invalid...
Oddlots Random samplings of new affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news item Income Redefined for CRTs, PIFs, Other Trusts: Proposed Regulations IRC Sec.643(b)'s...
Oddlots Random samplings of new affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news item Seminar Discusses Planning For Same-Sex Partners Affluent same-sex domestic partners and...
