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With President Obama and congressional Republicans at loggerheads over tax cut extensions for the wealthy next year, some financial advisors say they are planning for the worst.
A father and his son are among four new financial advisers with a combined $363 million of client assets who have recently joined UBS Wealth Management Americas, a UBS spokesperson confirmed to Registered Rep.
It's tempting to throw in the towel until after the Labor Day weekend, the official close of summer. Here's a strategy to fend off the Post Labor Day doldrums.
Second Circuit vacates Tax Court's determination on inclusion of transferred interest in real estate under IRC Section 2036 In Estate of Stewart v. Commissioner, No. 07-5370, (2d. Cir. Aug. 9, 2010), the majority of the U.S. Court of Appeals for...
Second Circuit vacates Tax Court's determination on inclusion of transferred interest in real estate under IRC Section 2036 In Estate of Stewart v. Commissioner, No. 07-5370, (2d. Cir. Aug. 9, 2010), the majority of the U.S. Court of Appeals for...
The world of life insurance presents what feels like a never-ending array of products and choices. One of these emerging product structures, indexed universal life insurance (indexed UL), may be heavily marketed to your high-net-worth clients...
You own individual retirement account and non-IRA assets. You want a certain amount of your estate to pass to charity, and you want the charitable gift to be as tax efficient as possible to maximize the balance that will pass to your children (or...
