Vol. 4 Iss. 5 - May 2012 - www.cannonfinancial.com
Planning Ideas - Retirement Distributions for Spouse
As clients transition to retirement, a key consideration is who to name as beneficiary of retirement assets including qualified retirement plans and IRAs.
Practice Management - How Not to Give Tax and Legal Advice
Advisors are often caught between a rock and a hard place. They often propose complex transactions involving property transfers and-
Regulation and Compliance - Recent Developments
Regulators have been busy. Here’s a round-up of important recent developments affecting the financial services industry.
Taxes - IRS Audits of Global High Wealth Taxpayers
In a December 2009 speech, IRS Commissioner Shulman announced the formation of a Global High Wealth Group within the IRS to focus on audits of HNW individuals.