The ETF Fee War Is No Laughing Matter

The relentless cost-cutting by issuers may appear self-defeating, but there’s a logical endgame. View the Original Article


Value Investing Principles That Stood the Test of Time

By Mark Donovan There are few phrases more tired, simple, or consistently proven false than the assertion that “this time, it’s different.” And...

What Advisors Should Know About Hybrid Long-Term Care Policies

Hybrid long-term-care (LTC) policies, which allow individuals to combine life insurance with an LTC benefit, have become more popular in recent years, especially since the enactment of the 2006 Pension Protection Act (PPA), which...

IRC Section 6166 Revisited | Wealth Management

Closely held businesses comprise a substantial percentage of the U.S. economy. One study estimated that only 30 percent of closely held businesses survive the first generation, 22 percent survive the second and only 3...

PPVUL and Variable Annuity Products

Private placement variable universal life insurance (PPVUL) and annuity products are hot topics today because they provide effective ways to invest without taxation (or with deferred taxation) on investment earnings. In light of recent...

Paying Premiums for Life Insurance Policies in Trusts

There are numerous ways to fund premium payments on life insurance when the policy is held in trust. They include using an existing funded trust and making annual exclusion gifts. For larger premium payments,...

U.S. Owners of Foreign Corporations Face New Hurdles

The Tax Cuts and Jobs Act of 2017 (TCJA) had a dramatic impact on U.S. owners of closely held foreign corporations. TCJA overhauled many international provisions of the Internal Revenue Code, but few areas...

Changing Domiciles to Save on Taxes

It recently was reported that Joe Scarborough and Mika Brzezinski have been broadcasting their “Morning Joe” news show from their new home in Jupiter, Fla. with backdrops of Washington, D.C.1 Before the move to...

Planning at the Eleventh Hour: Part II

In our prior article,1 we introduced a 20-point checklist for practitioners to consult when planning for clients who are near death and require last-minute (or eleventh hour) tune-ups to their estate plans. In light...

Tips From the Pros: The Final Phase of My Practice: The 4-3 Model

Louis S. Harrison suggests a way for an estate-planning attorney to plan for his own retirement. View the Original Article

The Wealth Tax as The Trojan Horse to Curtail Charitable Incentives?

The accelerating gap in both income and wealth inequality has attracted discussion along the 2020 presidential campaign trail as well as in the popular press. The top 1 percent of income earners owns 22...
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