September 7th, 2022
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 […]
September 23rd, 2021
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 […]
April 20th, 2020
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 […]
April 9th, 2020
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 […]
April 9th, 2020
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 […]
April 9th, 2020
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 […]
April 9th, 2020
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 […]
April 9th, 2020
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 […]
April 9th, 2020
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 […]
April 9th, 2020
WealthManagement.com Apr 05, 2018 Martin M. Shenkman, Alan Gassman Some have interpreted the recent Alaska decision in Toni 1 Trust v. Wacker, 2018 WL 1125033 (Alaska, Mar. 2, 2018) as […]