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New Haven, CT – July 5, 2011 – Keith Bradoc “Brad” Gallant, a New Haven-based partner in the Trusts and Estates practice group of Day Pitney LLP, took office July 1 as president of the Connecticut Bar Association (CBA). Mr. Gallant will serve a...
Talent – or the lack thereof – has long been a top-of-mind issue for wealth management executives. But concern about the topic has become even more pressing as the industry finds itself facing mounting growth, demographic and...
Average profits surged 45 percent last year among registered investment advisors surveyed in Charles Schwab’s annual benchmarking study, but don’t look for a repeat of this year, says Bernie Clark, the head of Schwab Advisor Services...
Research shows financial advisors are relucant to raise their prices for the services they offer, particularly after the 2008 crash damaged so many portfolios. But firms that review their pricing each year tend to have higher profitability per...
There was an old woman who lived in a shoe Had she planned on giving that shoe (her personal residence) to a charitable remainder unitrust (CRUT) or charitable remainder annuity trust (CRAT) and didn't vacate before funding the trust no income tax...
Financial advisors like to peddle performance, and Talon Asset Management in Chicago is no exception. Senior Principal Terry Diamond says the practice, with about $1.1 billion in assets under management, has seen only three losing years over the...
Ninth Circuit affirms Tax Court that assets transferred to family limited partnership (FLP) are includible in decedent's estate In an unpublished memorandum decision dated May 4, 2011, the U.S. Court of Appeals for the Ninth Circuit affirmed the...
Ninth Circuit affirms Tax Court that assets transferred to family limited partnership (FLP) are includible in decedent's estate In an unpublished memorandum decision dated May 4, 2011, the U.S. Court of Appeals for the Ninth Circuit affirmed the...
When planning for charitable gifts, especially those accomplished using strategies that result in the gifts unfolding over an extended time, donors and those advising them need to consider the possibility that the rules on how those gifts are...
Many charitably inclined clients abstained from making significant outright donations to charity or creating or funding charitable remainder trusts (CRTs) during the recent economic and tax law uncertainty. They still may be reluctant to donate...
