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Throughout its history, an important factor in American life has been the vital role charities and philanthropic institutions have played in an economic, political and cultural mix that includes business, government and private philanthropy. In...
New Page 1 WORRIED ABOUT PAYING FOR YOUR CHILD’S COLLEGE? PRIMEDIA’s Registered Rep Tells Financial Advisors All They Need to Know About 529s; The College Tuition Solution for Parents New York – February 11, 2002 — &...
Advisors have a new weapon in their fee-boosting arsenal: Individual 401(k) plans. Thanks to a little-known provision of tax legislation passed in June, self-employed individuals can not only create 401(k) accounts for the first time, but they can...
Kevin McKinley was no trust-fund baby. He earned his money the old-fashioned way. At 14, he was a clerk at a paint store. A couple years later, he was hawking mattresses. By 17, he had his first real job, a gofer at Robert W. Baird & Co. in his...
In 2010, when the estate tax is scheduled to go away at least for one year, it is replaced with an insidious carry-over basis system. Tracking tax-basis information for clients will require careful record keeping and revisions in estate-planning...
Wit,Wisdom & the Fiduciary Professions Dangerous Postponement Without Cause Ongoing thoughts about a misinformed public reaction to transfer tax reform By Ror M. Adams, Chair Editorial Advisory Board Many of our readers have communicated to us...
For over 20 years, it has been my privilege to teach law students at Northwestern University Law School and very early in my career at four other law schools. At The American Bankers Association National Trust School and National Graduate Trust...
