Dave Lindorff
Contributing WriterDave Lindorff, winner of a 2019 “Izzy” for Outstanding Independent Journalism from the Park Center for Independent Journalism, is a freelance writer for Employee Benefit News.
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Julian Cruz, an advisor at IBC Bank in McAllen, Texas, along the Rio Grande River, goes south of the border for the majority of his business.
October 29 -
Many HNW clients are using these state-run plans to shelter assets from the inheritance tax.
October 25 -
Many HNW clients are using these state-run plans to shelter assets from the inheritance tax.
October 25 -
IRS: There is a special rule for those who rent their residence for 14 days or less.
October 21 -
IRS: There is a special rule for those who rent their residence for 14 days or less.
October 21 -
If avoiding taxes just attracts the IRS, it defeats the purpose.
October 18 -
If avoiding taxes just attracts the IRS, it defeats the purpose.
October 18 -
With close to half of all bank advisors near retirement age, how are banks planning to replace them?
October 1 -
A retiring advisor focused on the best fit between his clients and five young successors.
October 1 -
As fee-based business increases, succession planning takes on a bigger role in the channel.
October 1
