1st Quarter Investment Commentary - March 15, 2010
Points on the Economy - December 31, 2009
How a Corporate Trustee Can Help a Financial Planner Meet Their Client's Goals (PDF file)
This article, by a former President of NAEPC, discusses why financial advisors should consider advising their clients to use Corporate Trustees. Author: Thomas M. Forrest, CPA, AEP
2009 State Death Tax Chart (PDF file)
A summary of the current state death tax law in the 50 states and the District of Columbia.
Author: Charles D. Fox, IV
IRS Publication 78 (external link)
Information on the tax-exempt status of a charitable organization. |
