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• Tax Court rules on estate tax effect of distributions from unsegregated revocable trust—In Estate of Olsen v. Commissioner, T.C. Memo. 2014-58 (April 2, 2014), the Tax Court was faced with a factual question of how withdrawals made by...
At FINRA’s annual conference on Monday, FINRA Member Relations Chip Jones sat down with several compliance and risk officers at major broker/dealers, talking about some of the top concerns they have regarding the current regulatory landscape...
A popular lemon-lime flavored soda once adopted an advertising slogan positioning the product as the “uncola.” That slogan was powerful in the 1970s to set the product apart – and can have value for us today when it comes to retirement planning...