Miriam Rozen
staff reporterMiriam Rozen, a Financial Planning contributing writer, is a staff reporter at Texas Lawyer in Dallas. Follow her on Twitter at @MiriamRozen.
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On campuses nationwide, a pragmatic alliance between financial planning professors and working advisors is bringing about big changes in curriculum.
November 2 -
How multi-generational tax savings are achieved when parents help children start Roth IRAs.
October 28 -
How multi-generational tax savings are achieved when parents help children start Roth IRAs.
October 28 -
After a death, identify and record the allowable partial steps-ups in cost basis of assets.
October 12 -
After a death, identify and record the allowable partial steps-ups in cost basis of assets.
October 12 -
Where and how to get up-to-date and concise information.
October 8 -
Where and how to get up-to-date and concise information.
October 8 -
Here is a handy checklist for clients preparing to change their living situations.
October 6 -
Here is a handy checklist for clients preparing to change their living situations.
October 6 -
Clients must digest that they will likely pay more for taxes in their lifetimes than anything else.
October 5
