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GrowthTech Summit: Tech-Driven Growth Strategies for the Modern Advisor

Nov 22, 2024

Wells Fargo’s Head of Advisor Recruiting Exits

Nov 21, 2024

Former Wells Fargo Advisor Pleads Guilty to Stealing $3M+ from Clients

Nov 21, 2024

$600M Montana RIA Moves Custody to SEI From Schwab

Nov 21, 2024

How to Set Up Your Business to Maximize Enterprise Value

Nov 21, 2024

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Scenes from the 10th Annual WealthManagement.com Industry Awards

Sep 09, 2024

Fifteen of the Best Investment Books of All Time

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How Well Do You Remember 2019?

Jan 03, 2023

The 20 Most Future-Ready Large Cities in the U.S.

Oct 24, 2023

James G. Blase

Principal, Blase & Associates, LLC

James G. Blase is principal with the law firm of Blase & Associates, LLC in St. Louis, Missouri, and is also of counsel with the law firm of Mickes O'Toole, LLC in St. Louis, Missouri.

James’s Recent activity

The Impact of the Election Results on Estate Planning

Nov 13, 2024

What can we expect in the next four years?

Understanding the 'Multiple Trust Arrangements' Section of the RMD Final Regs

Jul 30, 2024

Are all remainder beneficiaries treated as designated beneficiaries?

Using a CRT to Minimize the Adverse Effects of the SECURE Act

Apr 13, 2023

Higher interest rates amplify the advantages of this approach.

Estate Planning for Married Couples With IRAs and 401(k)s

Feb 09, 2022

Should proceeds be paid to a bypass trust for the benefit of the surviving spouse?

How the Build Back Better Act May Impact Your Clients' Estate Plans

Sep 17, 2021

Here's a summary of the relevant provisions and effective dates, as well as some planning considerations.

Green Book Signals Green Light to Grandfathered Estate Planning

Jun 14, 2021

Clients should be able to take proactive steps without worrying about retroactive provisions.

Retroactive Legislation: Advisors' Dilemma

May 18, 2021

With the potential for retroactive application of any basis step-up legislation, here are four options to consider when advising clients.

Are Retroactive Stepped-Up Income Tax Basis Proposals Constitutional?

May 18, 2021

Without any details, how are advisors expected to advise their clients today?

More PPProblems With IRS Notice 2020-32

Sep 03, 2020

Paycheck Protection Program deduction disallowance based on alternative reimbursement theory.

IRS Notice 2020-32: A Rebuttal

Aug 31, 2020

Loan forgiveness shouldn’t result in complete disallowance of deduction.

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