Tax

Why use corporate-class funds? Fallback Image Decorative pattern

Market Insights

Why use corporate-class funds?

I recently found out one of the largest advisory teams in the country isn’t offering mutual fund corporation structures, or corporate-class funds, to clients. Even though these structures are more tax-efficient, these advisors simply sell investments without considering tax planning.

By Keith Pangretitsch |July 16, 2012

2 min read

How estates get ruined Fallback Image Decorative pattern

Estate Planning

How estates get ruined

How to duck a knockout blow to your estate

By Ian Harvey |July 13, 2012

6 min read

Keep tax planning at forefront Fallback Image Decorative pattern

Tax News

Keep tax planning at forefront

Tax season is over. But that doesn’t mean your clients should forget about their taxes until next year.

By Michelle Munro |July 11, 2012

2 min read

Employees can buy out the boss Fallback Image Decorative pattern

Estate Planning

Employees can buy out the boss

Laying the foundation for an employee buy-out

By Deborah Aarts |July 10, 2012

5 min read