The much-anticipated revival plan for UBS Wealth Management Americas will cap off a series of recent organizational changes garnering support from an important constituency: advisors at
the beleaguered brokerage, Registered Rep. has learned.
Registered investment advisors report that their clients are closing their wallets and watching their dimes and quarters. A survey commissioned by Charles Schwab says that 32 percent of advisors cite “frugal spending habits” as the new...
Hackl upheld: Gifts of interests in closely held companies do not qualify for annual exclusion In Price v. Commissioner, TC Memo 2010-2, the Tax Court refused to reconsider its holding in Hackl v. Comm'r, 118. T.C. 279 (2002) and held that the...
Every once in a while in our professional lives something unusual and very satisfying occurs. This was the case eight years ago when Rorie Sherman took on the responsibility of being Editor-in-Chief of Trusts & Estates magazine. She introduced new...
Were reports of the death of Swiss bank secrecy premature? Just when the Internal Revenue Service was ready to work on the 4,450 estimated names of U.S. taxpayers who had Swiss accounts with UBS bank, a Swiss federal administrative court ruled in...
Ren Magritte was a master at realistic paintings that challenge our perceptions of the surface. He also was an artists' artist. The ironic title of the painting pictured on our cover, La robe du soir (the evening robe), comes from Magritte's...
