Spreading Income Between Relatives
With a wider gap in tax rates, moving reported income among family members could have a big payoff. Advisors should consider a few if these strategies.
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Larry Elkin offers specialized estate and tax expertise for wealthy clients. Now his firm handles $1.3 billion in assets, spread across fewer than 200 families. more »
Mary Mack is not only president of Wells Fargo Advisors, she’s a client too. In an exclusive interview with On Wall Street, Mack talks about what it’s like being a Wells Fargo client, the direction of her firm and the changing landscape for advisors. more »
Deutsche Asset & Wealth Management spells out its plans to serve wealthy clients with complex needs and demands. more »
Top wealth managers share how they set strategic priorities, keep initiatives on track and get staff engaged in the process. more »
Want to insulate your firm from future crises? A few moves look sure to offer a payoff whether equities soar, plunge or just muddle along. more »
35 Great Schools for Financial Planning
The November Issue is now online!


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