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.
Miriam Rozen, a Financial Planning contributing writer, is a staff reporter at Texas Lawyer in Dallas. Follow her on Twitter at @MiriamRozen.
Section 1031 of the IRS Code may seem arcane, but using it can be highly beneficial to certain clients.
These prospective clients may have fewer assets but lots of dreams, so make time for them.
These prospective clients may have fewer assets but lots of dreams, so make time for them.
Verify every candidate’s claims about the quality and quantity of their clients.
Verify every candidate’s claims about the quality and quantity of their clients.
Forget mass mailings; instead, try the personal touch.
Forget mass mailings; instead, try the personal touch.
There are private moments in any office — including personal conversations, gripes about bosses and political discourse — that simply do not need to be recorded.
Advisers should consider possible policy changes in planning discussions.
Advisers should consider possible policy changes in planning discussions.