Taxes_Thinkstock
Cahill Ruling Makes Split-Dollar Arrangements Less Attractive
Jun 26, 2018
Tax Court denies summary judgment to estate after value adjusted from $183,700 to over $9.6 million.
Michael Cole
Family Office Competition Heats Up with Boutique Luring Top Bankers
Jun 26, 2018
Cresset Capital Management has launched Cresset Family Office, led by two former executives from U.S. Bank and Wells Fargo.
millennials phones
A Retirement Perk for Deeply in Debt Millennials
Jun 26, 2018
A new benefit program at Abbott Labs contributes 5 percent of a employee's salary when they put at least 2 percent of their wages toward paying down student loans.
smart home
Eight Tech Tools to Help Clients Age in Place
Jun 26, 2018
To help their oldest clients, advisors can rely on the newest technology.
Charlotte Beyer
Michael Kitces #FASuccess Podcast: How to Serve UHNW Clients with Charlotte Beyer
Jun 26, 2018
The biggest worry among ultra-high-net-worth families is not how to maximize investment returns, but rather how to ensure their children don't grow up to feel entitled or otherwise adversely impacted by family wealth, IPI’s Charlotte Beyer told...
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The True Cost of Long-Term Care Insurance
Jun 25, 2018
Help clients understand if the newer products are really better.
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