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Next: Being creative with trust planning to reduce capital gains tax pain

Why this tax season could bring some nasty surprises

February 27, 2014 | 1:28

How to rev up your practice this year

February 27, 2014 | 2:46

Strategies for serving the mass affluent

February 19, 2014 | 4:35

Ways to mitigate Medicare costs

February 11, 2014 | 2:59

How same-sex couples can protect their Social Security

February 10, 2014 | 1:34

Advisers: Take your practice to the next level

February 04, 2014 | 0:40

How technology can help advisers create unique client experiences

January 29, 2014 | 2:08

Client access to information has changed the adviser paradigm

January 29, 2014 | 5:29

Providing analytics and data aggregation to serve clients holistically

January 29, 2014 | 3:44

Should alts trump bonds in investor portfolios?

January 06, 2014 | 3:28

Keeping clients engaged through volatility

December 26, 2013 | 1:47

Why the breakaway trend continues to thrive

December 08, 2013 | 2:05

It's still a seller's market for advisers

December 08, 2013 | 1:42

What the broker compensation disclosure rule will mean for advisers

December 08, 2013 | 3:08

Ways to expand the philanthropy discussion with clients

December 08, 2013 | 2:14

How new tax laws have changed the estate planning paradigm

Published: November 08, 2013
Runtime: 3:30

Martin M. Shenkman talks about how the recent changes to tax law have made estate planning as much an area of interest for advisers as estate planning attorneys.