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Thinking in 3-D, Roey Diefendorf, NY, Diefendorf Capital, November 2005
Home Court Advantage - Make it count, Roey Diefendorf, NY, Diefendorf Capital, November 2005
RFC Register Vol 6 Issue8 modified, Roey Diefendorf, NY, Diefendorf Capital, August 2005
The Challenges of Career Development for the "Next Generation" in Wealthy Families, Paul E. White, Ph.D., Navitas, Ltd., May 2005
Living the Mission Statement, Emily Cummins, MA, Wachovia Trust, February 2005
Paying Money to Donate: as donors look for causes, charity advisers multiply; charging $3,000 a day. The Wall Street Journal Online, March 9, 2007.
Clients are the "Heart of your Business" - Do They Know You Care? - Part I Dave Block and Victoria Munro
Clients are the "Heart of your Business" - Do They Know You Care? - Part II Dave Block and Victoria Munro
Treasury Release of CRT Final Regs, Internal Revenue Service
Charitable Consolidation, Inside Information Newsletter, January 2005
Preparing Heirs, Inside Information Newsletter, January 2005
The National Underwriter Company publishes a broad array of print, e-media and software products for the insurance and financial services industries. Its key publications include the two weekly magazines, National Underwriter, Property & Casualty and National Underwriter, Life & Health, as well as the multi-volume loose-leaf FC&S Bulletins service and the very popular Tax Facts desk references. | |
Tax Analysts is a nonprofit, nonpartisan organization fostering informed debate on federal, state, and international tax policy. We seek to encourage the development of tax systems that are fair, simple, and economically efficient. We challenge lawmakers, policymakers, and administrators to take into account the rights and concerns of all taxpayers, not just special interests. | |