Gavin Morrissey

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  23 Days of Tax Planning Advice: AdvisorOne Special Report

  By James J. Green, AdvisorOne  |  February 28, 2011

  What advisors need to know, and remember, at tax time, and throughout the year, when it comes to tax planning for clients and for themselves.

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  Best of AdvisorOne: Top Five Tax Planning Articles

  By James J. Green, AdvisorOne  |  January 28, 2011

  The top stories in January from AdvisorOne on taxes: new tax legislation, IRS rules, IRAs and cash balance pension plans

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  Welcome to AdvisorOne.com: The Soft Launch

  By James J. Green, AdvisorOne  |  September 16, 2010

  Welcome to the soft launch of AdvisorOne.com, a new site that the editors of Investment Advisor, Research, Wealth Manager, Boomer Market Advisor and AdvisorBiz have created for advisors.

• Estate Planning: Interest Rate Drop Enhances Wealth Transfer Opportunities

  By Gavin Morrissey, JD, LLM, Commonwealth Financial, Gavin Morrissey, JD, LLM, Commonwealth Financial  |  July 20, 2010

  With the AFR near historical lows, wealth transfer beckons; for GRATs, act before the estate tax kicks in again.

• Preparing for the Coming Tax Increases

  By Gavin Morrissey, JD, LLM, Commonwealth Financial  |  June 15, 2010

  With increases looming, wealth managers need to help clients be aware and plan for the inevitable.

• Bull Run in Equities Ignites Charitable Planning Opportunities

  By Gavin Morrissey, JD, LLM, Commonwealth Financial, Gavin Morrissey, JD, LLM, Commonwealth Financial  |  May 17, 2010

  Accompanying the recovery in equity prices is a renewed level of client confidence--and a desire to resume financial planning that had fallen by the wayside.

• Estate Planning in Uncertain Times

  By Gavin Morrissey, JD, LLM, Commonwealth Financial, Gavin Morrissey, JD, LLM, Commonwealth Financial  |  March 19, 2010

  These days, thanks to a surprising twist in tax law, wealth managers are faced with a new level of uncertainty when it comes to the wealth transfer needs of their clients.

• Leveraging Marriage

  By Staff Writer  |  June 1, 2006

  Gavin Morrissey, advanced planning consultant to Commonwealth Financial in San Diego, notes that one excellent use for life insurance in estate planning is within a...

• Back to Basics

  By Marlene Y. Satter, AdvisorOne  |  June 1, 2006

  New products and strategies proliferate in the insurance industry as companies work hard to keep up with modern needs, but advisors should not lose sight...