Gavin Morrissey

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  Top 5 Fiscal Cliff Tips for Advisors: Fi360

  By Joyce Hanson, AdvisorOne  |  September 24, 2012

  Fi360’s Kathy Stewart offers the basics on how to help spooked clients take action if the Bush tax cuts aren't extended or made permanent.

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  Commonwealth Financial’s McMillan Launches Blog on Economy, Markets

  By James J. Green, AdvisorOne  |  July 20, 2012

  The BD’s chief investment officer’s musings are aimed at educating advisors and their clients.

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  What Obama Health Law Means Now That It’s Called a Tax

  By Joyce Hanson, AdvisorOne  |  July 6, 2012

  Considering the Patient Protection and Affordable Care Act’s broad reach, one simple thing is true of the PPACA’s potential tax and investment consequences: it’s complicated.

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  Commonwealth Adds Investment Policy Statement Software From IPS AdvisorPro

  By James J. Green, AdvisorOne  |  July 3, 2012

  Broker-dealer makes IPS software from Norm Boone and Linda Lubitz Boone's company available to its reps at a discount.

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  Tax and Philanthropy Focus: Year-End Giving Made Easy

  By Gavin Morrissey, JD, LLM, Commonwealth Financial  |  December 13, 2011

  Last minute tax planning might very well include giving some wealth away, to your clients' benefit, and society's.

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  CLATs: A Leading Estate Planning Strategy for Wealthy Clients

  By Gavin Morrissey, JD, LLM, Commonwealth Financial  |  September 9, 2011

  Why a charitable lead annuity trust should be an integral piece of a tax-efficient wealth transfer plan in the current economic environment, and an example of how CLATs work.

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  Tax Planning Advice: Charitable Tax Deductions—Gavin Morrissey

  By Michael S. Fischer  |  March 14, 2011

  In the wake of the 2010 Tax Act, charitable giving becomes more interesting, says Gavin Morrissey.

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  Tax Planning Advice: Leverage the Estate Tax Exemption—Gavin Morrissey

  By Michael S. Fischer  |  March 9, 2011

  Start giving away assets in the window of opportunity the 2010 Tax Act created, says Gavin Morrissey. A GRAT would also be a good idea.

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  Tax Planning Advice: When Bypass Trusts Still Make Sense--Gavin Morrissey

  By Michael S. Fischer  |  March 9, 2011

  Despite the new federal estate tax's portability, there are instances where a bypass trust is still helpful to some clients, especially those who face state estate tax liabilities.

• Tax Planning Advice: Leverage the Exemption

  By Michael S. Fischer  |  March 9, 2011

  Start giving away assets in the window of opportunity the Tax Act created, says Gavin Morrissey