Vol. 3 Iss. 8 - August 2011 - www.cannonfinancial.com
Practice Management - Don't Let Time Pass
By Clark Brown
A well-executed Communication Plan assures regular and meaningful contact with your clients.
You can use those contacts to keep clients abreast of tax, regulatory, and market trends that
affect their wealth management plans.
Taxes - Paying No Income Taxes: Legally
According to new data from the Tax Policy Center at the Brookings Institute, this year 46.4
percent of tax filers will have no federal income tax liability.
Regulation & Compliance - Final Rules on Family Offices and Security-Based Swaps
The SEC recently published the final rules on family offices and announced proposed rules on conduct standards for security-based swaps.
Planning Ideas - Same-Sex Couples and the Financial Advisor
Chances are, if you have yet to encounter a same-sex couple seeking wealth management advice, it is just a matter of time before you do so.