Paralyzed Over Split Dollar

Mar 19, 2003

Beginning with Internal Revenue Service Notice 2001-10, followed by Notice 2002-8, Proposed Regulations and Notice 2002-59, the split-dollar life-insurance world changed for good. In particular, as a result of Notice 2002-8, issued on Jan. 3, 2002...

Mar 19, 2003

With college tuition approaching $30,000 a year at some institutions, and private school tuition at all levels on the rise, tax-free tuition gifts to children and grandchildren can save hundreds of thousands in gift and generation skipping taxes...

Unfair Disclosure For the Broker?

Mar 17, 2003

In a little-publicized move, the NASD has formed a Public Information Review Initiative, which would radically expand investors’ access to information about brokers.

Heritage Reports Discovery – Early Die State MS66 1914/3 Buffalo Nickel: Finest Known Coin Expected to Fetch Six-Figure Bid

Mar 12, 2003

March 10, 2003 For Immediate Release For additional information please contact: Cathy Hadd, 800-872-6467 Ext. 216; Cathy@HeritageCoin.com Greg Rohan, 800-872-6467 Ext. 300; Rohan@HeritageCoin.com www.HeritageCoin.com High quality color photography...

The "Beginning of the End" for Traditional Retail Brokerage

Mar 12, 2003

According to a report from Celent Communications, the effects of prolonged market difficulties and last year’s Wall Street scandals are forcing a transformation of traditional retail brokerage firms.

Gomez Ranks SSB Web Site Tops for Advisors

Mar 07, 2003

Salomon Smith Barney retained the top spot in a ranking of brokerage Web sites from Gomez Inc.

Florida to Out-of-State Lawyers: Just Kidding

Mar 05, 2003

Florida reverses itself, says non-licensed lawyers in arbitration cases may participate

Florida to Out-of-State Lawyers: Just Kidding

Mar 05, 2003

Florida reverses itself, says non-licensed lawyers in arbitration cases may participate

Heritage Realizes More Than $7 Million With Strong Prices Realized and High

Mar 04, 2003

March 4, 2003 For Immediate Release For additional information please contact: Cathy Hadd, 1-800-872-6467 Ext. 216; Cathy@HeritageCoin.com Greg Rohan, 1800-872-6467 Ext. 300; Rohan@HeritageCoin.com http://www.HeritageCoin.com High quality color...

In Florida Arbitration, Out-of-State Lawyers Must Pass Bar

Mar 03, 2003

This poses a big problem for Wall Street firms, who often send lawyers from HQ in New York to respond to arbitration claims and to handle related legal matters.