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Amend Your Qualified Plan on Time or Risk Loss of Valuable Tax Benefits
All qualified pension, profit-sharing and 401(k) plans (including ESOPs) must be amended by February 28, 2002 for extensive changes in the tax rules which govern qualified plans....
What is "the state of the art" of estate planning?
An exclusive survey of our readers to pinpoint the state of the art in the estate planning and trust professions....
What if a charity misuses a client's gift?
http://www.forbes.com/forbes/2002/0107/144_print.html...
Executive Recruting
Trust Department Manager Trust AO Trust BDO 800-667-6175...
Face-to-face beats online for money advice to wealthy
When it comes to financial planning, face-to-face advice is highly credible and still beats online options....
Senior Trust Administrator
First American Trust FSB, Newport Beach, CA seeks Sr. Trust Administrator to Administer large, complex Personal trusts involving family business, real estate, sophisticated tax strategies, and diverse client needs....
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Use this space to convey company messages: releases regarding new products or services, new hires, promotions, real estate transactions or simply to tell your company's side of a story....
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New software product, service or technology? Tell us all about it!...
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Why not place it here!
This is the place to visit when you want to establish new industry contacts.
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New Appraisal Services...Voted #1 by our customers!...
Financial Planning Attorney
ABC Advisors - Looking for talented and seasoned financial planning...
Another Great Place
This section is a great location to display press releases pertaining to real estate. Location, location, location...this is it! The best location to...
Executive Recruiting
Trust Department Manager...
Executive Recruiting
Trust Department Manager Trust AO Trust BDO www.trust-recruiter.com 800-667-6175...
YOUR NEW CAREER IS JUST A CLICK AWAY
EXECUTIVE RECRUITING Trust Managers Trust AO Trust BDO 800-667-6175 Morgan Stanley - Manager Seeking Individual with.....
Progress Of Total Return Legislation
The trend in evolution of total return legislation suggests that safe harbors and procedural limitations are advisable to protect the trustee from liability arising from important new powers....
FASB To Take Up Intangibles Disclosures
FASB decides to begin a project to prescribe footnote disclosures about intangible assets and to undertake a separate multifaceted effort aimed at simplifying accounting standards and making guidance issued by FASB and other rulemakers more easily retrievable....
FASB to take up intangibles disclosures
FASB decides to begin a project to prescribe footnote disclosures about intangible assets and to undertake a separate multifaceted effort aimed at simplifying...
Wage-Expense Limitation Entered into Calculation of AMTI
The Tax Court determined that Code Sec. 280C(a) entered into the calculation of the taxpayers AMTI....
Interim Guidance on Split-Dollar Arrangements Provided
The IRS has revoked Notice 2001-10, I.R.B. 2001-5, 459, which provided interim guidance with respect to the tax treatment of parties entering into split-dollar life insurance arrangements and revised standards for valuing current life insurance protection....
For Clients: Anticipating the Worst is One of The Best Ways to Secure Loved Ones' Futures
For Clients: Anticipating the Worst is One of The Best Ways to Secure Loved Ones' Futures NEW YORK -- "Financial planning is not just for the elderly,...
Elimination of 30-yr Treasury Bond Increases Need for Fixed-Income Alternatives
The Federal Reserve's tenth consecutive interest rate cut and the Treasury Department's decision to eliminate the 30-year treasury bond has driven bond yields down even further, leaving fixed-income investors strapped for cash....
FORECAST 2002: After EGTRRA and Sept. 11
Members of the Trusts & Estates Editorial Advisory Board share their opinions about what is to come after a very eventful year for the professions....
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