Here Come the Boomer Biz Owners
Here Come the Boomer Biz Owners
Jan 11, 2013
There are 12 million baby boomer business owners, and they’re about to retire. Trillions of dollars may be on the table for advisors able to help them transition.
Paying for Long-term Care
Paying for Long-term Care
Jan 11, 2013
Several traditional methods are undergoing significant changes
Giving in Today’s Economic Environment
Giving in Today’s Economic Environment
Jan 10, 2013
Various reports reveal how donors are making gifts in light of the current and proposed tax picture
A Tale of Two Trustees
A Tale of Two Trustees
Jan 09, 2013
Getting in the right state of mind
A Break in the Clouds
A Break in the Clouds
Jan 08, 2013
Numerous developments kept planners on their toes
Overview of the Philanthropic Impact of the "American Taxpayer Relief Act of 2012"
Jan 07, 2013
On January 1, 2013, Congress enacted the American Taxpayer Relief Act of 2012 (ATRA).  While this legislation will have broad impact on the nation as a whole, in the this paper we take a first look at the aspect of the law that will impact philan...
Uncertainty Continues to Reign Supreme
Uncertainty Continues to Reign Supreme
Jan 07, 2013
Members of the Trusts & Estates Investment Committee had their annual meeting to discuss the significant developments in 2012 and how the market will play out. Participating were Edward J. Finley II, Elizabeth K. Miller, Andrew M. Parker and...
calendar money clock
A New Twist On an Old Election
Jan 07, 2013
Taxpayers may treat qualified charitable distributions completed during January 2011 as made on Dec. 31, 2010; may contribute distributions take in December and January
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