Jack

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  Fiscal Cliff Tax Backlash: 4 Hits Your Clients Will Take—A Case Study

  By William H. Byrnes, Esq., Robert Bloink, Esq., LL.M.  |  December 12, 2012

  As fiscal cliff negotiations continue in Washington, a case study of the four major tax repercussions of a typical client couple should we go over the cliff.

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  California Appeals Court Holds STOLI Law Isn’t Retroactive

  By William H. Byrnes, Esq., Robert Bloink, Esq., LL.M.  |  June 10, 2011

  The impact of the court ruling on a Lincoln Life policy: Does the 2009 anti-STOLI law apply to your clients’ policies?

• Andrew Kaiser asked himself a tough question

  By Ellen Uzelac  |  August 1, 2006

  In late 2003, after the unexpected death of his six-year-old son, Wall Street veteran Andrew Kaiser asked himself a tough question: Did he want to...

• Keeping Them On Your Side

  By Thomas D. Giachetti  |  May 1, 2005

  You run a financial advisory shop with a roster of happy and satisfied clients. You think their loyalty is to your firm and that they'll...