state law

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  After Stockton, Economist Sees More Pain in California and Beyond

  By Gil Weinreich, AdvisorOne  |  April 5, 2013

  For a broader look at the municipal finance crisis affecting California and the nation, AdvisorOne spoke with Bill Watkins, a veteran economic forecaster.

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  IRAs: In General

  By Tax Facts Online  |  March 4, 2013

  Individual Retirement Accounts are highly popular tools for contributing funds that grow on a tax deferred basis. Depending on the type of IRA, the accumulation can be tax free.

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  How Your Clients Can Shield Their Assets From Lawsuits

  By Gil Weinreich, AdvisorOne  |  December 26, 2012

  Frivolous lawsuits are proliferating in a bad economy, says attorney Hillel Presser. The goal therefore is to own nothing, but control everything...

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  Fiduciary Standard Does Not Increase Costs, Study Says

  By John Sullivan, AdvisorOne  |  April 4, 2012

  A study released in early March by two academics goes a long way in settling one of the stickier questions surrounding the fiduciary debate.

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  Forget Meredith Whitney, as Muni Lawyer Predicts New Bankruptcy Wave

  By Joyce Hanson, AdvisorOne  |  April 3, 2012

  Meredith Whitney was taken to task last year after predicting ‘significant’ muni defaults, but public finance lawyer Dubrow says he can see a wave of Chapter 9 bankruptcies coming.

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  Do’s and Don’ts of Advisory Contracts

  By Les Abromovitz  |  January 1, 2012

  In preparation for a compliance exam, securities regulators typically will ask to see copies of an RIAs advisory agreements. An RIA must be able to produce requested contracts and the contracts must comply with applicable SEC or state rules.

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  IRS Greenlights ILIT Replacement Policies

  By William H. Byrnes, Esq., Robert Bloink, Esq., LL.M.  |  December 20, 2011

  The IRS has held that a grantor’s power to substitute a policy in an ILIT for another policy of equal value will not result in estate inclusion

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  MF Global Employees Sue Executives

  By Marlene Y. Satter, AdvisorOne  |  December 6, 2011

  Former and current employees of bankrupt MF Global have brought suit against the executives of the firm, alleging that misrepresentations were made that destroyed company stock values. The employees are seeking class action status.

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  The Long Arm of Dodd-Frank

  By Thomas D. Giachetti  |  November 1, 2011

  The long reach of Dodd-Frank is about to extend to private investment funds.

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  Crowdfunding Bill Paves Way for Fraud: NASAA

  By Marlene Y. Satter, AdvisorOne  |  October 28, 2011

  A bill that would allow crowdfunding for businesses has regulators worried that investors would be left unprotected.