Ten Tax-Planning To-Dos Before Year End

With less than a month left in 2018, time’s running out for your clients to finish their wealth management and tax planning...

Dramatic Events Unfold in the Art World

Some dramatic events took place in the art world in 2018. There was a stunning auction, grueling tax modifications, seized stolen antiquities, an acceptance rate of only 39 percent of valuations offered to the...

Don’t overreact to the U.S. government shutdown

Understanding a partial U.S. government shutdownA partial shutdown occurs when either Congress does not meet a deadline to pass a funding bill for discretionary spending programs or the president refuses to sign such a...

The Ten Most Popular States for Trusts

Control, privacy and favorable tax treatment (when used properly) are but a few of the advantages offered by trusts. However, trusts aren’t the...

Devil in the Details

Legislation, a new Uniform Principal and Income Act and reminders to plan with caution were all issues in 2018. View the Original Article

Highlights of Heckerling | Wealth Management

PRESENTER:Martin ShenkmanFounderShenkman Law MODERATOR:Susan LippEditor in ChiefTrust & Estates Our speaker will...

Webcast replay and transcript: Women and investing

Watch the full replay »Highlights from this webcastVanguard webcast libraryTRANSCRIPTRebecca KatzRebecca Katz: Well good evening and welcome to this live Vanguard webcast, I’m Rebecca Katz. And tonight we are here to talk about a...

#FASuccess Podcast: How Moira Somers Helps Advisors Help Their Clients

Welcome back for the 101st episode of the “Financial Advisor Success” podcast. This week’s guest is Dr. Moira Somers. Moira is a clinical neuropsychologist who studies the complexities of how hard it is for people...

Scrambling to Adjust | Wealth Management

Although the noise emanating from Washington, D.C. during the past year was deafening, the valuation environment provided an enclave from the turmoil. No major case law roiled the valuation world, and the Treasury set...

Why do ETFs pay capital gains?

We often compare ETFs to individual stocks, especially when it comes to how their prices change throughout the day.But when it comes to capital gains, ETFs are much more like mutual funds: Even if...
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