Mark

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  Reversionary Annuities: A Low-Cost Way to Protect Surviving Beneficiaries?

  By Robert Bloink, Esq., LL.M., William H. Byrnes, Esq.  |  December 31, 2011

  Reversionary annuities are a low-cost way to ensure that a surviving beneficiary will have adequate income after the death of another.

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  Buy-Sell Agreements: Avoiding Transfer-for-Value Problems

  By Robert Bloink, Esq., LL.M., William H. Byrnes, Esq.  |  October 25, 2011

  Transfer-for-value problems with insurance-funded buy-sell agreements can convert otherwise income-tax-free death benefits to ordinary income.

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  How to Build a Foolproof Family Limited Partnership

  By William H. Byrnes, Esq., Robert Bloink, Esq., LL.M.  |  September 17, 2011

  A strong FLP must be custom-built from the ground up or you risk having the IRS or a court set it aside.

• Replacements Without a Clue

  By Bob Clark, AdvisorOne, Bob Clark, AdvisorOne  |  August 1, 2008

  This past May, Moss Adams LLP dropped a widely reported bombshell on the independent advisory community by announcing that the Seattle accounting firm is phasing...

• Blue-Collar Advisor

  By Robert F. Keane  |  September 1, 2007

  Pittsburgh can be considered the epitome of blue collar America. Located at the confluence of the Ohio, Monongahela, and Allegheny Rivers it was an ideal...

• The 'Go Team!' System

  By Katherine Vessenes  |  December 1, 2006

  I bet you thought cheerleading is just for high school students. In fact, cheerleading could be a quick way for you to close more business,...

• 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...