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Susan L. Hirshman

Susan’s Recent activity

When Taxes Hit (Second) Home
Nov 01, 2004
More clients are purchasing vacation homes a trend which can translate into more work, but also more opportunity, for full-service advisors. According to the National Association of Realtors, last year saw 445,000...
Calling on Nonprofits
Sep 01, 2004
Since the passage of the Sarbanes-Oxley Act, publicly traded companies have had to comply with strict new governance standards. A significant part of the Act increased the role board members must play in terms of the...
Rollover Advisor Man
Jul 01, 2004
Rollovers inspire yawns in most advisors and not just because the word reminds them of their mattresses. Over the years, the subject of rollovers has been overexposed. But there is good reason for that: They are an...
Budget Some Time
May 01, 2004
If last year's federal budget process teaches anything, it's this: Nothing's a sure thing. True, several of last year's most interesting proposed items dividend and capital gains tax reductions, for instance made it...
Some Healthy Information
Apr 01, 2004
The bluesman Rev. Gary Davis once famously sang, They tell me it'll kill me, but they won't say when. He was referring, of course, to a very specific sort of denial, but advisors know too well that his words are...
New Year, New Tax Laws
Jan 01, 2004
In most years the tax code is a must read in the worst sense of the phrase: advisors feel compelled to bone up only because it's pretty much an obligation to do so. This year, this is doubly true. Last year's...
Predicting the Tax Bill
Nov 01, 2003
If you aspire to serving affluent clients, providing financial plans that help them budget and prepare for quarterly estimated taxes is a must. Unlike ordinary taxes, which are withdrawn automatically from wages and...
Making the New Tax Cuts Your Gain
Jul 01, 2003
When President Bush first floated his tax-cut proposals, I penned a column about its implications, should the measures pass intact. Inevitably, several proposed provisions, including lifetime savings accounts, wound...
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