Financial News

General Business/Management Strategies

Investigating a Fraud: Verbal – and nonverbal – clues point to guilt (7/21/2008)
How to get promoted from middle to upper management (7/7/2008)
Firing etiquette: How to let employees go diplomatically (6/23/2008)

Wealth Advice/Estate Planning

Facing reality may require some ‘pension pinching’ (7/21/2008)
Should living trusts receive retirement benefits? (7/7/2008)
Timeshares: Investment or vacation convenience? (6/23/2008)

The technical information here is necessarily brief. No final conclusion on these topics should be drawn without further review and consultation. Please be advised that, based on current IRS rules and standards, the advice contained herein is not intended to be used, nor can it be used, for the avoidance of any tax penalty assessed by the IRS.