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Memorandum For Professional Advisors
We are pleased to provide these bi-monthly newsletters which cover topics on tax-related and estate planning issues. We sincerely hope this information will prove helpful to you and your clients.
July 2010 - Feature Articles:
- Five Rules for Inherited IRAs
- The Riddle of the Roth IRA
- Smarter Thinking About Risk
- The Estate Tax: Everyone’s Confused
May 2010 - Feature Articles:
- Match Your Client With the Proper Giving Tool
- The 2011 Estate Tax: Looming on the Horizon
- Rising Interest Rates and Your Finances
- Doing a Roth Conversion? Consider the Nest-Egg Impact
March 2010 - Feature Articles:
- Legacies Without Compromise
- Rejecting an Inheritance?
- The Roth IRA: Estate Planning Tool?
- Let the Tax Games Begin
January 2010 - Feature Articles:
- Key Retirement Planning Don’ts
- Ten Ways to Boost Your Savings Balance
- Financial Therapy 101
- Five Ways to Rethink Your Retirement Plan
September 2009 - Feature Articles:
- Someday, This Will All Be…Whose?
- Ingenious Ways to Keep Giving
- Tips for Tax-Deductible Donations
July 2009 - Feature Articles:
- Make Moves to Benefit Family You Leave Behind
- Don’t Forget the Human Side
- Making Giving Part of a Financial Plan
May 2009 - Feature Articles:
- Beyond Your Nest Egg
- Intentionally Defective Tool Can Protect Depressed Assets
- Philanthropists Find Their Sweet Spot
March 2009 - Feature Articles:
- Dramatic IRS Shift for Nonprofits
- Tips for Navigating the New Tax Rules
- Philanthropy Looks Beyond Cash
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