Patenting Tax Strategies

Several years ago, financial advisor Robert Slane began to notice something unusual when he would talk business with other advisors. Repeatedly, he encountered people who claimed to have developed new tax-savings plans. All assured him their plans were unique, and wrung from Slane a promise to keep them secret. In fact, their plans were remarkably similar, Slane says. I had been exposed to a number

Several years ago, financial advisor Robert Slane began to notice something unusual when he would talk business with other advisors. Repeatedly, he encountered people who claimed to have developed new tax-savings plans. All assured him their plans were unique, and wrung from Slane a promise to keep them secret. In fact, their plans were remarkably similar, Slane says. “I had been exposed to a number of so-called proprietary ideas from the Big Five accounting firms and each claimed they were t

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