Tax

Five ways clients can avoid property hassles

Holding property jointly has long been called the “poor man’s will”—a way for a person to transfer wealth on death without spending the money to draw up proper documents. So, if a client is considering transferring property into joint ownership with a spouse or children, play devil’s advocate and explain the risks

By Barry Corbin |September 1, 2011

2 min read

Tax forms contain clues

If you’ve never read the income tax note in a company’s annual report, you’re not alone. Many portfolio managers and sell-side analysts don’t bother, either. It’s a mundane and coma-inducing part of the financial statements. So you won’t like this advice: read the tax note.

September 1, 2011

6 min read

Four ways to tailor life insurance for wealthy clients

Wealth brings its own set of problems, among them large tax bills and uncertain wealth transfer upon death. Even if your wealthy clients don’t like to talk about dying, you can reframe the conversation to be about legacy.

September 1, 2011

2 min read

When to blow the whistle

What the regulators say about disclosing illegal activities.

By Richard E. Austin |September 1, 2011

3 min read