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21 Apr 2008, 10:15 pm
Sometimes they will require us to wait until we’ve filed the Final Return which, as I say, it’s a bit case by case, but it always, I think anyway, makes sense to ask our tax advisor to try to get your Clearance Certificate to the date of death after the Notice of Assessment has come in because if CRA agrees to issue it, that is truly a great release that you want to have in your pocket as an executor. [read post]
21 Apr 2008, 10:10 pm
Listen to Alter Ego Trusts. [read post]
15 Apr 2008, 4:00 am
One more reason, if any were needed, to take great care in choosing investment and estate planning advisors. [read post]
10 Apr 2008, 7:49 pm
RiskMetrics, the parent company of proxy advisor Institutional Services (which I critiqued in the paper discussed here on the Glom), recently published two studies on the subprime crisis. [read post]
8 Apr 2008, 3:48 pm
Hawes is the owner and president of Financial Management Advisory Services (FMAS) and Financial Management Services (FMS) Inc. [read post]
7 Apr 2008, 10:10 pm
You'll get the professional advisor telling you what its worth. [read post]
1 Apr 2008, 8:40 am
If appointed, a guardian has the control over the ward's (the person who is represented by the guardian) personal and financial affairs. [read post]
31 Mar 2008, 11:41 pm
" While the cost of a stat service for a league isn't much, the statute does not have a minimum financial standard and seems to speak in absolute terms with use of the words "shall" and "a financial interest. [read post]
31 Mar 2008, 10:37 am
- Financial risk manager Susan Mangiero of Pension Governance in her blog, Pension Risk Matters Recent family law rulings from the Missouri Court of Appeals - Kansas City attorney Mark Wortman in his Missouri Divorce & Family Law Blog More on creating a connection culture in the law: managing the invisible and anxious lawyer - Business advisor Arnie Herz in his blog, legal sanity [read post]
31 Mar 2008, 3:33 am
Special Needs Financial Planning - Two financial planners, Cynthia Haddad and Sal Salvo, offered an overview of comprehensive special needs financial planning. [read post]
30 Mar 2008, 11:28 am
However, we again are talking about settlement planning here and people who don't have their old income, earning capacity or health to purchase, service, maintain and hold on to real estate for the long term in almost every case. [read post]
30 Mar 2008, 11:09 am
Mangelsdorf Millennium Settlements McNay Settlements Pension Company Premier Settlement Services, Inc. [read post]
27 Mar 2008, 4:23 am
Trade Prepresentative Susan Schwab From House Financial Services Chairman Barney Frank and Rep. [read post]
23 Mar 2008, 12:52 pm
Client experience management revisited: repairing broken windows - Legal business advisor Arnie Herz in his blog, legal sanity Focus groups and neuroscience - Las Vegas lawyer Tim Titolo in his Brain & Spine Injury Law Blog Easter and the funeral ritual: helping families get past Saturday - Kansas attorney William Statler of Statler Legal Services in his Death Care Compliance Law Blog Latinos seek citizenship in time for voting - Texas lawyer Bob Kraft of Kraft… [read post]
21 Mar 2008, 8:50 am
Position: In-House Counsel (Financial Services) Location: Dallas, TX Description: The Company is seeking an exceptional attorney, with 4-10 years of experience with either a top-tier law firm or leading financial services/money manager/investment advisor, to join the in-house legal team in its Dallas office. [read post]
18 Mar 2008, 11:08 pm
, the California-based Internet service provider, rejected a "generous" offer by U.S. software giant, Microsoft. [1] Microsoft's 62 percent premium above Yahoo! [read post]
13 Mar 2008, 3:10 pm
He gave a "client" advice about stocks, bonds, a real estate loan, and placed money into accounts under the name Gruber Financial Services Inc. [read post]
10 Mar 2008, 6:52 pm
For starters, we found that Huiwen Liu is the sister-in-law of China Fire’s chief executive officer, Bin “Brian’’ Lin – a fact not mentioned in any SEC filing.Sharesleuth also found that China Fire’s merger partner, UniPro Financial Services Inc., was one of three shells packaged by the same group of American financiers and middlemen, some of whom have previously been connected to stock manipulation schemes. [read post]
5 Mar 2008, 6:18 pm
This is the same theory that Eliot Spitzer used to go after Coventry Financial. [read post]
3 Mar 2008, 11:31 am
Last year, for example, it signed this contract with former CFO Jean-Marc Perraud, "phasing" him down to "senior financial advisor. [read post]
