Date and Time: June 29, 2023 4-5:00 pm ET Register Here Course Description: Practitioners should inform clients with buy sell redemption agreements about the recent Connelly v. IRS, No. […]
Date and Time: September 8, 2022 4-5pm ET Register Here Course Description: Are you and your practice properly and sufficiently protected from the growing epidemic of cyberthreats? Probably not! One in three […]
Originally posted on Forbes.com Recent Proposal The House Democrats are proposing a $3.5 trillion spending plan. To support that package the Democrats have proposed tax increases to fund a large portion […]
Steve Leimberg’s Estate Planning Email Newsletter Archive Message #2789 Date:17-Apr-20 Subject: Mary Vandenack, Martin Shenkman & Jonathan Blattmachr on Managing the Remote Law Practice and Other Practical Administrative Considerations during […]
WealthManagement.com Nov 14, 2019 Martin M. Shenkman, Michael Richmond Estate planning too often focuses on minimizing the transfer taxes that might be incurred on a family business when a founder […]
WealthManagement.com Nov 06, 2019 Martin M. Shenkman, Michael Richmond Knowledge of a company’s true value is essential for business owners and their advisors to assure that the client will receive […]
WealthManagement.com Oct 16, 2019 Amanda Koplin, Martin M. Shenkman The stats are significant. According to the National Cancer Institute, one in three women and one in two men will receive […]
WealthManagement.com Apr 02, 2019 Alan Gassman, Martin M. Shenkman What’s the distinction between characterizing someone as an employee or independent contractor? Perhaps more importantly, do you as a wealth advisor […]
WealthManagement.com Mar 27, 2019 Stanley H. Teitelbaum, Martin M. Shenkman Proper planning not only requires skilled expertise in legal, tax and financial matters, but keen attention to the emotional impact […]
WealthManagement.com Feb 22, 2019 Sandra D. Glazier, Martin M. Shenkman When a couple starts to work with an advisor to engage in estate planning, it’s advisable for the intake process […]