How to Help Clients With Dementia Talking about dementia is one of the hardest conversations advisors will ever have with their clients, says David Gutzke, a wealth management advisor for U.S. Bank. Listen to some of his tips for helping clients and their families with this difficult issue.
Having a long-term horizon for the sale of a business puts the owner in a better position to optimize tax strategies. It's also an opportunity for advisors angling for the investment business a sale will produce. more »
The IRS has released a set of proposed regulations to prevent abuses of the partnership basis adjustment rules, disallow partnership loss transfers and avoid some of the abuses uncovered by the Enron scandal. more »