Blogs

• 

  Are All Your HNW Clients’ Assets Disaster-Ready?

  By Kathleen Tierney, Chubb  |  January 15, 2013

  Recent investing decisions by the affluent, and increasingly unpredictable weather events, highlight the need to evaluate clients’ specific risks, and transfer these exposures via appropriate insurance coverage and financial limits.

• 

  Fiscal Cliff Law: Clients’ Taxes, What’s Next, and How to Plan

  By William H. Byrnes, Esq., Robert Bloink, Esq., LL.M.  |  January 4, 2013

  All you need to know about the American Taxpayer Relief Act—both good and bad—and how it will affect your clients and their planning.

• 

  Is a Higher VIX the New Normal?

  By Ron DeLegge, ETFguide.com  |  January 3, 2013

  What to look for and how to invest in trends affecting this volatile indicator during 2013.

• 

  Quick Fixes for Last-Second Client Year-End Transactions

  By Robert Bloink, Esq., LL.M., William H. Byrnes, Esq.  |  December 28, 2012

  As we teeter over the fiscal cliff, there are still a few maneuvers that allow clients to take advantage of current high exemptions and low tax rates.

• 

  Who Will Be Subject to Obamacare Net Investment Tax?

  By Richard Niles, J.D., Senior Editor, Tax Facts Online  |  December 20, 2012

  IRS provides guidance on Obamacare 3.8% investment income tax, including who is affected, and on the Additional Medicare Tax.

• 

  Devil Is in Insurance Policy Details When HNW Clients Are Sued

  By David Spencer, ACE Private Risk Services  |  December 20, 2012

  The wealthy fear being sued for some suprising reasons. Yes, insufficient liability coverage should not be one of those reasons, but you need to make sure there is coverage in three other key areas.

• 

  A Toll Road as Metaphor for the Fiscal Cliff

  By Andrew Rice, Money Management Services  |  December 20, 2012

  As the country drives toward the fiscal cliff, a metaphor on taxes and capitalism.

• 

  Gift Now or Not? Impact of Pease Limit on Charitable Deductions

  By William H. Byrnes, Esq., Robert Bloink, Esq., LL.M.  |  December 18, 2012

  While many of your clients are left wondering if they should accelerate charitable giving into 2012 to ensure that they reap the benefits of the current deduction, others are looking ahead to an entirely different scenario.

• 

  As Fiscal Cliff Nears: To Sell or Not to Sell?

  By Mike Patton  |  December 17, 2012

  Four issues I’ll be considering on behalf of my clients' investments as the New Year approaches.

• 

  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.