A few years ago, I was working with a client, a retired executive, to update his estate plan. Like most …
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Estate Planning In An Uncertain Environment
Tax Changes In 2012
As you complete your 2011 tax return checklist, you may not have considered the last step: thinking about your 2012 …
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Duly Noted
Attorney’s failure does not excuse estate’s penalty. News flash: Trusting your lawyer’s soothing words can cost a lot of money. …
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Rising Professionals Need Financial Help Too
Life comes at you fast. The decisions you make between ages 25 and 35 will perhaps have the most significant impact on your success later in life – especially financially.
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Yours, Mine And Ours: How Spouses Share and Transfer Property
Most couples tend to overlook important consequences and planning opportunities when deciding how to take or maintain title to property.
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The Making Of A Good Manager
Nineteen years ago, I returned from my family’s winter holiday, unlocked a small, empty, rented office, and started my own …
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Beware Mutual Funds Using Hedge Fund Strategies
With hundreds of mutual funds that use hedge fund strategies being rushed to market, there are bound to be some …
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Performance Reviews That Work
I can’t think of any ritual in American business that is more widely despised than the annual performance review. Employees …
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Duly Noted
Employer-provided cell phones nontaxable, IRS says. Employees who make personal use of employer-provided cell phones do not owe income tax …
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New Hires and Promotions
Shomari Hearn becomes VP, leads list of promotions and new hires at Palisades Hudson.
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