Advisor to Client

Tax

How to file taxes in the sharing economy

Reporting income and claiming expenses.

By Jessica Bruno |November 20, 2015

3 min read

Financial Planning

Beware legal and tax traps when gifting

You can gift during your lifetime or bequeath on death. Here's how to transfer wealth properly while alive

By Elaine Blades |November 20, 2015

4 min read

Financial Planning

Punjabi most popular unofficial language in House of Commons

If you speak Punjabi, you're in good company.

By Staff |November 12, 2015

1 min read

Financial Planning

What happens when both heir and testator die?

It didn’t take long for two estate battles to erupt in this sample case

By Dean DiSpalatro |November 6, 2015

6 min read

Presentation: Myths about hedge funds

To make it easier for you to prepare meeting materials, we’ve developed these slides on how to educate clients about the myths of hedge funds. The presentation is in a Word file to make it simpler to customize content to meet your clients’ information needs. Enjoy, and we hope this offering helps enhance your client […]

November 2, 2015

2 min read

Presentation: 5 types of hedge funds

To make it easier for you to prepare meeting materials, we’ve developed these slides about the 5 types of hedge funds. The presentation is in a Word file to make it simpler to customize content to meet your clients’ information needs. Enjoy, and we hope this offering helps enhance your client meetings. SLIDE 1 Hedge […]

November 2, 2015

1 min read

Presentation: Primer on private equity

To make it easier for you to prepare meeting materials, we’ve developed these slides about primer on private equity. The presentation is in a Word file to make it simpler to customize content to meet your clients’ information needs. Enjoy, and we hope this offering helps enhance your client meetings. SLIDE 1 If you’re a […]

November 2, 2015

1 min read

Presentation: Use mortgage investments to diversify

To make it easier for you to prepare meeting materials, we’ve developed these slides on how to use mortgage investments to diversify. The presentation is in a Word file to make it simpler to customize content to meet your clients’ information needs. Enjoy, and we hope this offering helps enhance your client meetings. SLIDE 1 […]

November 2, 2015

2 min read

Advisor to Client

How to file taxes in the sharing economy

Beware legal and tax traps when gifting

Punjabi most popular unofficial language in House of Commons

What happens when both heir and testator die?

Presentation: Myths about hedge funds

Presentation: 5 types of hedge funds

Presentation: Primer on private equity

Presentation: Use mortgage investments to diversify

How to handle funeral arrangements

Why to focus on employee wellness