‘You Snooze, You Lose,’ Billionaire Tells IRS. Media mogul Sumner Redstone is challenging a $1.1 million gift tax bill that …
Read More
How Reproductive Advances Affect Financial Planning
Choices about reproduction are among the most personal most of us will ever face. However, assisted reproductive technologies (ARTs) can cause financial complications that are important to discuss with an adviser.
Read More
New Tax Rules, Responses In 2013
Recent tax law changes will impact many taxpayers in 2013, even those who don’t meet the government’s various definitions of “high-income.”
Read More
Curious Case Of The Shanghai Exchange
Imagine two countries. In one, the economy grows slowly and its stock market moves at a similar pace. The other country’s economy grows by leaps and bounds, but its stock market just seems to get worse and worse.
Read More
The Fine Art Of Establishing Value
Tax planning is not a glamorous profession. But now and then, you find yourself staring down the wallet of an imaginary Chinese billionaire.
Read More
Duly Noted
IRS Will Keep Fighting Tax-Saving Gift Structures. The Internal Revenue Service says it will continue to litigate cases in which …
Read More
Gifts That Keep Giving: Charitable Gift Annuities and Remainder Interests
Conventional wisdom holds that it is better to give than to receive. While this may be true, some givers may find it best to plan for an option that is a little bit of both.
Read More
Don’t Fear Death – Plan for It
We all share the same inevitable fate. We do not know exactly when or how, just the final outcome. While life insurance will not delay your death, it will help leave behind a more secure financial future for your heirs.
Read More
Annuities Amid ‘Financial Repression’
In the arsenal of retirement planning tools, annuities are among the most expensive – but that does not necessarily make …
Read More
Sentinel Chronicles The Issues Of An Era
If you want to stand out, you can’t be content just to blend in. This seems obvious, but it is …
Read More