As a financial adviser, I look at a well-executed financial plan in the way an art lover looks at a painting. Mitt and Ann Romney’s 1995 Family Trust, with its reported $100 million, is my financial planning Mona Lisa.
Read More
A few years ago, I was working with a client, a retired executive, to update his estate plan. Like most …
Read More
As you complete your 2011 tax return checklist, you may not have considered the last step: thinking about your 2012 …
Read More
Attorney’s failure does not excuse estate’s penalty. News flash: Trusting your lawyer’s soothing words can cost a lot of money. …
Read More
Most couples tend to overlook important consequences and planning opportunities when deciding how to take or maintain title to property.
Read More
With hundreds of mutual funds that use hedge fund strategies being rushed to market, there are bound to be some …
Read More
I can’t think of any ritual in American business that is more widely despised than the annual performance review. Employees …
Read More
Employer-provided cell phones nontaxable, IRS says. Employees who make personal use of employer-provided cell phones do not owe income tax …
Read More
Shomari Hearn becomes VP, leads list of promotions and new hires at Palisades Hudson.
Read More
The IRS has been aggressive recently in pursuing tax cheats who have hidden assets in offshore accounts. Penalties for not …
Read More