As part of our December 2014 Newsletter, we are featuring a special “Best Of” issue. Below, you will find a list of our Best Articles . These articles are written by a variety of financial and estate planning professionals, as noted below. Top Ten Asset Protection Mistakes Attorneys Make by Steven J. Oshins, J.D., AEP (Distinguished) Another Private Letter Ruling Approves NING Trust by William D. Lipkind, J.D., LL.M. (Taxation) & Steven J. Oshins, J.D., AEP (Distinguished) Top Five Reasons to Situs Your Irrevocable Trust in a Different Jurisdiction by Steven J. Oshins, J.D., AEL (Distinguished) New Tax Haven: Puerto…
Our Top 10 Best Articles on Financial & Life Insurance Planning
As part of our December 2014 Newsletter, we are featuring a special “Best Of” issue. Below, you will find a list of our Top 10 Articles on Financial & Life Insurance Planning. These articles are written by a variety of financial and estate planning professionals, as noted below. Some Magical Aspects of Life Insurance by Jonathan G. Blattmachr & Matthew D. Blattmachr Insurance as the Key Ingredient of the “New” Estate Planning Summary of a Live Presentation by Martin M. Shenkman, J.D., CPA/PFS, MBA, AEP (Distinguished) Life Insurance from the Estate Planning Attorney’s Viewpoint by Steven J. Oshins, J.D., AEP…
Our Best Articles on Marketing
As part of our December 2014 Newsletter, we are featuring a special “Best Of” issue. Below, you will find a list of our Best Articles on Marketing. These articles are written by a variety of financial and estate planning professionals, as noted below. Successful Seminar Marketing 101: Tips for Getting Started by Philip J. Kavesh The Top 10 Marketing Must-Do’s for Estate Planners by Jennifer Goddard, CEO & James Campbell, Vice President, Integrity Marketing Solutions The Top 20 Seminar Marketing Mistakes – Part 1 and Part 2 by Philip J. Kavesh 7 Tips for Making More Appointments – – Right…
Our Top 10 Best Articles on Support Staff & Executive Assistant Tips
As part of our December 2014 Newsletter, we are featuring a special “Best Of” issue. Below, you will find a list of our Top 10 Articles on Support Staff and Executive Assistants. All of these articles were authored and written by Kristina Schneider and Megan DeLaGarza, Executive Assistants to Philip Kavesh. Five Simple Tips for Being a More Organized Assistant 6 Ways to Better Manage Your Interruptions How “Electronically” Organized Are You? Effectively Managing Your Boss’ Busy Calendar 7 Tips for Taking Better Notes & Being More Efficient! 6 Tips for Handling Difficult Clients 8 Steps to Hiring a Great…
Our Top 10 Best Articles on Practice-Building
As part of our December 2014 Newsletter, we are featuring a special “Best Of” issue. Below, you will find a list of our Top 10 Articles on Practice-Building. All of these articles were authored and written by Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law. 8 Year-End Practice Building Tips to Implement RIGHT NOW Conduct a Successful “Kick-Off” Meeting with Your Firm Staff Reviews & Setting Goals at the Beginning of the New Year Fight Back Against “Commoditization” and Low-Priced Competition Blow Up Your Annual Maintenance Fee Program!…
Our Top 10 Best Articles on Tax & IRA Planning
As part of our December 2014 Newsletter, we are featuring a special “Best Of” issue. Below, you will find a list of our Top 10 Articles on Tax and IRA Planning. All of these articles were authored and written by Robert S. Keebler, CPA, PFS, MST, AEP (Distinguished), CGMA. Beneficiary Designation Problems with IRAs: More Than Just the RMD Rules! (with Kristen M. Lynch, J.D., AEP, CISP, CTFA) PLR Opens Door to Post-Death Exchanges of Non-Qualified Annuities Tax-Free! (with Michael E. Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL) Frank Aragona Trust: What Now Constitutes Trustee “Material Participation”? Understanding…