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Product development in the retirement income space has exploded, and for good reason. With about 77 million Baby Boomers coming up on retirement, advisors will have to deal with a larger pool of clients transitioning from the asset accumulation...
S&P’s downgrade isn’t the problem, say wealth management and family office executives; it’s worse than that. The problem is the nations’ underlying structure of political, economic and fiscal problems—they are a legitimate cause for long-term...
Family Office Exchange (FOX) has long maintained that an informed and educated client is a better client. This is especially true when it comes to wealth management fees. Yet, so often clients don't know their wealth management costs or what...
Precedents, those cases we look back to again and again for guidance when preparing returns or preparing for an Internal Revenue Service audit, aren't typically pro se cases. Van Dusen,1 decided in early June 2011, is an exception. Jan Elizabeth...
Fewer estates are now subject to federal estate taxes, thanks to the $5 million federal estate tax exemption. Internal Revenue Service data indicates that only 8,239 estates larger than $5 million filed a federal estate tax return in 2009, the...
The field of asset protection is often stigmatized. The phrase may inspire thoughts of deadbeats, scam artists, and tax evaders.1 However, the concept has become common and refers to nothing more than the process of an individual or family...
The Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 (TRA 2010) has been described as an estate planning with its 35 percent rate and $5 million estate, gift and generation-skipping transfer (GST) tax exemption.1 How...
