Christopher R. Hoyt, professor of law at the University of Missouri-Kansas City Law School, and Bruce D. Steiner, attorney in the New York office of Kleinberg, Kaplan, Wolff & Cohen, P.C., give us this lowdown on Notice 2007-5, 2007-5 IRB 1. With...
Carolyn DeVore of Pullman & Comley, LLC, in Westport, Conn., reports: The United States and France ratified significant protocols to their income tax and estate tax treaties on Dec. 21, 2006. The income tax protocol allows a U.S. citizen working...
Relationships among aging seniors can bring great joy - or grave financial risk
For those of us interested in retirement benefits and who isn't? there was a lot of change in 2006, including the enactment of the Tax Increase Prevention and Reconciliation Act (TIPRA) and the Pension Protection Act (PPA); the issuance of a key...
Now that Democrats have swept into Congress, what does this mean for your high-net-worth clients? It’s hard to say, but if the party’s six-point agenda is any indication (which called for everything from “better American jobs and...
Preparing your clients for retirement may mean helping them prepare their parents too.