Originally posted on Forbes.com The Corporate Transparency Act (“CTA”) is upon us. January 1 all new entities have to register with the FinCEN. Unless Congress acts to defer filings […]
Sponsored by the American Cancer Society The American Cancer Society does not provide professional or legal advice. Seek the advice of your own legal, tax, or financial advisor. Uncertain times […]
Steve Leimberg’s Income Tax Planning Email Newsletter – Archive Message #175 Date: 18-Feb-19 From: Steve Leimberg’s Income Tax Planning Newsletter Subject: Alan Gassman & Martin Shenkman – When is Rental […]
Reprinted from Estate Planning Review – The Journal November 20, 2018 A 35 page review of income tax, financial and estate planning and other practical ideas on a wide range […]
Steve Leimberg’s Estate Planning Email Newsletter – Archive Message #2597 Date: 02-Nov-17 From: Steve Leimberg’s Estate Planning Newsletter Subject: Martin Shenkman’s Day 1 Notes from the 43rd Annual Notre Dame […]
Dear Colleague/Friend: Every spring and summer for the past seven years, my wife Patti and I, accompanied by our adorable therapy dog Elvis, spend 2+ months traveling the country in […]
I figured I had a few minutes when I was not using my New Year’s resolution gwee gym, or drinking my New Year’s resolution Marie Osmond lose 10 pounds in […]
Introduction I was recently asked by the Pulmonary Hypertension Association to present a webinar on estate and financial planning for those living with pulmonary hypertension or “PH.” This article […]
Jonathan Clements wrote the following in a recent article in Financial Planning, “To Beat Robos, Stop Selling Fantasies,” Aug. 31, 2015, at http://www.financial-planning.com/news/technology/clements-to-beat-robos-stop-selling-fantasies-2694000-1.html?utm_medium=email&ET=financialplanning:e5051599:52149a:&utm_source=newsletter&utm_campaign=Aug%2031%202015-am_retirement_scan&st=email: “Many traditional advisors, of course, do far […]
Introduction Estate, financial and related planning must always be tailored to reflect each person’s unique circumstances, needs, goals and objectives. If you or a loved one have been diagnosed with […]