Monday, 19 August 2013

IRS Seeks $2 Billion Estate Tax from Ex-Detroit Pistons Owner's Family

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August 19, 2013

The IRS is going after the estate of Bill Davidson, former owner of the Detroit Pistons and auto industry supplier Guardian Industries, to the tune of more than $2 billion. read more »
Clients often dream of retiring overseas for a change of scenery and lifestyle. Here's what a handful of advisors have to say about some of the most popular overseas retirement destinations among their clients. read more »
Investors are favoring U.S. stocks over emerging markets by the most ever as fund flows and volatility measures show institutions are increasingly seeking the relative safety of American equities. read more »
Advisors, keep your eyes open for a new product that's designed to help clients make investment decisions themselves that align with their values. read more »
Despite the controversy and repeated delays, the IRS and the Treasury Department have been moving forward slowly with implementing FATCA, including the release of a draft version of Form 8966. read more »
Stocks and bonds tumbled worldwide last week, as investors reacted to stretched valuations and the ongoing fear of the U.S. Federal Reserve's "tapering." -- Dan Denbow, USAA Investments read more »

Must Read

Advisor Picks: 20 Must-Read Books

After a strong response to our summer reading list for advisors, we decided to expand it. Here are the 20 books that financial advisors said -- via Twitter, LinkedIn, emails and phone calls -- were crucial to their practices. read more »

Must Watch

Lessons From D.A. Davidson’s Merger with Crowell Weedon

D.A. Davidson’s Chairman and CEO Bill Johnstone discusses the growing importance of scale for smaller, regional broker-dealers. read more »

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