Articles

Issues and Opportunities Caused by the Repeal of the Estate Tax
By Daniel S. Rubin, J.D., LL.M.
Recent changes to federal estate and generation-skipping transfer taxes coupled with the prospect of a reversion of the law to its pre-EGTRRA state on January 1, 2011, or a possible alternative tax law even prior to 2011, necessarily raises the question: What should advisers be recommending to clients? Here are some suggestions.
 

Book Review

The Seven Stages of Successful Unemployment: From Hell to Hallelujah!
By Steven Zipkoff
Reviewed by Gary W. Silverman, CFP^®
Over the last couple of years, more than 5 percent of my non-retired clients lost their jobs. Dealing with it has become one of mine. This book provides the type of information your unemployed (or almost unemployed) friends and clients need to hear, written in a way that they will be willing to hear it.

Journal Notice Board

Journal of Financial Planning Call for Interviews

The Journal of Financial Planning is seeking input from planners for an upcoming feature article on approaches to evaluating new investment vehicles that lack track records. Examples include "new generation" ETFs and mutual funds, with underlying investments in both traditional asset classes as well as alternative assets. If you work extensively with these types of products and are available to speak with our writer, please send an e-mail with your name, daytime phone, e-mail address, and a brief description of the work you do in this area to Mary.Corbin@FPAnet.org. Please understand that all interviews are intended for publication, although publication is not guaranteed.

New CRM Research Available Free to FPA Members

FPA and ActiFi recently released groundbreaking CRM research that combines in-depth functionality testing, vendor interviews, adviser feedback, and custodian interviews. Use the report to help get the most out of your current software or re-evaluate your software choice. If you don't have a CRM system, you can use the report to help decide whether CRM is right for you and what options are best for your specific needs. Download the report today.

Practice Management Center to Blog and Tweet from Dallas

Wish you could make it to FPA's Business Solutions Conference in Dallas, March 1-3, but can't get away? The Practice Management Center will provide updates on the action, links to relevant speaker content, and photos as the event unfolds. Check out the blog and follow us on Twitter.

Coming in March: Managing Healthcare Costs in Retirement

Do you wonder if the ways you help clients manage healthcare costs helps save them from having to make drastic lifestyle changes in retirement? Be sure to check out the upcoming issue of Research Spotlight, mailing with the March issue of the Journal of Financial Planning, which also features a cover story on healthcare in retirement.