WealthManagement.com Nov 10, 2017 Martin M. Shenkman, Bernard A. Krooks, Jonathan G. Blattmachr While the amounts solicited in many online campaigns are modest, the dollars involved across the spectrum of […]
WealthManagement.com Nov 06, 2017 Martin M. Shenkman, Joy Matak On Nov. 2, 2017, the House Ways and Means Committee issued H.R.1 called “Tax Cuts and Jobs Act.” Here’s a review […]
WealthManagement.com Oct 30, 2017 Philip Cubeta, Thomas Rogerson, Martin M. Shenkman Fewer clients need estate tax planning. Automated service platforms and artificial intelligence are making it more difficult for investment […]
WealthManagement.com Oct 20, 2017 Martin M. Shenkman, Bernard A. Krooks, Jonathan G. Blattmachr In the wake of any tragedy, charitable efforts to help victims often come with a sense of […]
WealthManagement.com Jan 03, 2017 Martin M. Shenkman, Andrew T. Wolfe, Alan A. Davidson In our prior article in this series , we explored the inter-relationship of a decoupled state (using […]
WealthManagement.com Dec 15, 2016 Martin M. Shenkman , Andrew T. Wolfe , Alan A. Davidson This is Part 1 of a 4-part article on the interplay of changes to state […]
WealthManagement.com Jul 18, 2016 Martin M. Shenkman Are major estate tax law changes in the offing? Perhaps, but my Ouija board smoked when I asked the question. So, barring that […]
WealthManagement.com Sep 24, 2015 Martin M. Shenkman The process of determining the value of estate assets, and filing the required estate tax return, might all be complicated by recent law […]
Steve Leimberg’s Asset Protection Planning Email Newsletter – Archive Message #389 Date: 05-Aug-19 From: Steve Leimberg’s Asset Protection Planning Newsletter Subject: Alan S. Gassman, Martin M. Shenkman & Joe Cuffel […]
Steve Leimberg’s Income Tax Planning Email Newsletter – Archive Message #180 Date: 17-Jun-19 From: Steve Leimberg’s Income Tax Planning Newsletter Subject: Richard L. Fox, Martin M. Shenkman & Jonathan Blattmachr […]