Tax Law Update September 2012
Tax Law Update September 2012
Aug 31, 2012
• No equitable tolling of statutory period of limitations for tax refund suits—In Davis v. U.S., 110 A.F.T.R.2d 2012-5027 (June 28, 2012), the executor of the estate of Anthony Walker Smith sued for a refund of income taxes the estate...
Savings Bonds for Retirees
Savings Bonds for Retirees
Aug 31, 2012
Series I savings bonds can be useful for investors seeking security, liquidity and an inflation hedge; they also may help you build trust with clients.
No fiscal cliff, but tax hikes loom.
No fiscal cliff, but tax hikes loom.
Aug 31, 2012
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Top Insider Trades 8/29/12: FB, FRX, FF, PANL
Aug 30, 2012
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FINANCIAL ADVISORS WILLIAM FUSCO, ROBERT RICHARD, AND PATRICIA WALSH JOIN STIFEL NICOLAUS; ESTABLISH NEW OFFICE IN MADISON, CONNECTICUT
Aug 30, 2012
ST. LOUIS, August 29, 2012 – Stifel, Nicolaus & Company, Incorporated is pleased to announce that William Fusco, Robert Richard, and Patricia Walsh have joined the firm as Vice Presidents/Investments and established a new Private Client...
The Puzzler #32
The Puzzler #32
Aug 30, 2012
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Data Overload
Data Overload
Aug 30, 2012
The amount of data that financial firms are required to keep is piling up. Storing it is easy. But finding what you need gets harder and harder.
Déjà Vu: Woodbury Rep Jumps Ship to Avoid AIG, Again
Déjà Vu: Woodbury Rep Jumps Ship to Avoid AIG, Again
Aug 29, 2012
When Ryan Kaufman learned that his broker/dealer Woodbury Financial Services was being purchased by AIG’s Advisor Group last month, he was probably thinking, “here we go again.” The rep has a storied history with AIG, and he didn’t want to go ...
Cold Call with John McCardell
Aug 29, 2012
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