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What Financial Advisors Are Reading This Week

by ddb_admin | Mar 22, 2016 | Retirement, Small Business, Wealth, Newest

How The Risks Of The Wealthy Help The Middle Class Advisor and wealth manager Tanya Tucker looks at conservative theorist Jeffrey Anderson’s “Main Street Tax Plan.” His plan is focused “on the well-being of typical Americans” but Tucker argues it would do very little...

5 High-Income Jobs That Might Surprise You

by ddb_admin | Mar 15, 2016 | Newest, Finding High-Income Clients

If you’re an advisor or CPA, you probably have high income, self-employed clients whose occupations may not appear to be just that. People with these occupations make enough money to live – and more – and are looking for strategies to reduce their taxes. We found five...

What Financial Advisors Are Reading This Week

by ddb_admin | Feb 29, 2016 | Newest, What Financial Advisors Are Reading

The Rich Get Richer: Should the Wealthy Get a Tax Break for Endowing Elite Universities? Nike founder Phil Knight has given Stanford University $400 million to endow a graduate program modeled after the Rhodes Scholarships.  Assuming that Knight, an alumnus of...
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