Susan Colpitts

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  Making It to Hall of Fame; Assessing Year Ahead; Following the Dumb Money: December Research—Slideshow

  By Editorial Staff  |  November 21, 2012

  The December issue of Research features the magazine's 22nd annual Advisor Hall of Fame, a benchmark of industry excellence. The annual Research Roundtable also appears in the December issue, as our expert panel looks ahead to the financial and economic outlook for 2013.

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  2012 Advisor Hall of Fame

  By Ellen Uzelac  |  November 21, 2012

  Welcome to Research magazine’s Advisor Hall of Fame, now in its 22nd year.

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  Hall of Fame Winners to Date

  By Editorial Staff  |  November 20, 2012

  The full listing of Research Hall of Fame winners.

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  Tax Planning Tips to Maximize Charitable Giving’s Impact

  By Michael S. Fischer  |  March 23, 2012

  After 25 years in practice, Susan Colpitts feels it’s too early to have any idea what the tax environment might be like in 2013, and offers some advice to protect clients.