meinhart219
Valuation of Preferred Equity Interests In Estate Planning
Jan 25, 2019
A review of characteristics that drive value.
tablet digital lock
Notes From Heckerling 2019: Protecting Client Data
Jan 25, 2019
The author shares his copious notes on this interesting session.
Great West Life Center
Great-West Sells U.S. Insurance, Annuities Unit to Protective in a $1.2 Billion Deal
Jan 25, 2019
Great-West Lifeco is selling its U.S. individual life insurance and annuity business to Dai-ichi Life Insurance Co.'s Protective Life Corp.
kool-aid packets
Why Your Clients’ Children Probably Won’t Benefit From an Ivy League Education
Jan 24, 2019
Don’t just blindly drink the Kool-Aid.
humanitarian aid
Eight Philanthropy Predictions for 2019
Jan 23, 2019
Economic and political volatility will impact the giving world.
heckerling
Top 12 Goodies Up for Grabs at Heckerling 2019
Jan 23, 2019
From Yeti coolers to light up lip gloss wands, T&E rounds up our best (and strangest) finds.
retirees sunset
The 2019 Outlook: What’s Ahead for Retirement Plans?
Jan 23, 2019
Industry leaders give their thoughts on the key developments that retirement plan consultants should monitor in 2019.
Marty Shenkman Susan Glazier
"Do Not Text Us"
Jan 23, 2019
Marty Shenkman and Susan Glazier discuss why texting with clients is not a great idea.
Marty Shenkman Susan Glazier
How to Address Conflicts in Engagement Letters
Jan 23, 2019
Marty Shenkman and Susan Glazier discuss how to address conflicts in engagement letters during the 2019 Heckerling conference.
IRS building
Private Equity Investors Get Rules on 20 Percent Tax Break
Jan 23, 2019
The IRS issued its guidance on the new 20 percent deduction for pass-through business owners despite many workers on furlough because of the government shutdown.
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