INTV

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

Has client trust really been restored?

April 21, 2014 | 2:10

What's behind Finra's latest move

April 13, 2014 | 2:26

Blindspots advisers overlook when managing profitability

April 02, 2014 | 4:12

Three key inflection points for the wealth management industry

April 02, 2014 | 3:12

Why it's up to the industry to solve the fiduciary standard issue

March 31, 2014 | 1:43

How UBS aims to get an edge over independent advisers

March 13, 2014 | 1:07

Tapping into the passions of the ultra high net worth

March 13, 2014 | 2:34

Inside the female client's psyche

February 28, 2014 | 2:44

How to rev up your practice this year

February 27, 2014 | 2:46

How not to be a victim of the succession planning crisis

February 12, 2014 | 3:33

How advisers can learn more about Social Security

February 11, 2014 | 1:49

The magic age for unlocking Social Security benefits

February 11, 2014 | 1:08

Ways to mitigate Medicare costs

February 11, 2014 | 2:59

How same-sex couples can protect their Social Security

February 10, 2014 | 1:34

The most powerful Social Security claiming strategy

February 10, 2014 | 2:23

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.