Suzanne Bond Named Senior Vice President, Chief Compliance Officer of Inland Securities Corporation
Prudent Investor Advisors' W. Scott Simon analyzes a series of agreements between a large insurance company and a K-12 school district.
When advising an employee who is retiring, be zealous in making sure she receives everything--but not more--than she is entitled to!
Plus questions about distributions when tuition is otherwise covered, when computer expenses qualify, and more.
Some commentators are convinced that the U.S. Department of Labor is about to put the hammer on MEPs
Questions on allocating 529 contributions and gift tax liabilities over the five-year period.