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A new U.S. Supreme Court ruling in the Kaestner case means that more out-of-state residents will be able to fully realize the benefits of Tennessee's progressive trust laws and zero income tax on non-residents. Previously, many states relied on the residence of a trust beneficiary as one of the criteria for taxing a trust. In essence, the new r...

Art collections are unique and very personal assets. Planning to build and maintain a collection, and ensuring its future, requires balancing special rules applied to collectibles and the personal and financial realities of individuals or families. When collectors, their families, and their trusted advisors engage in purposeful planning for art col...

CFOs are feeling the rising pressure of leveraging new technology, such as cloud computing, robotic process automation, and various analytical tools, to improve the performance of their organizations. Beyond the basics, the finance organization needs to be a driver in implementing new technology to better manage financial and business information u...

As the realities of digital change, evolve, and grow, the CIO position has become more critical. The CIO as “IT operator” is a construct of the past. The role has evolved to include business strategy co-creator, change instigator, and innovator. Successful CIOs operate in an environment of cohesive collaboration to bridge the long-stand...

Choosing a technology platform is a time-consuming process leading to a critical decision. You need to be confident that the platform supports your multi-year benefits strategy, and that the HR technology vendor you select will meet your needs today—and in the future. When it comes to choosing the right vendor and solution, it is crucial to a...

All of us want to outperform the competition and be the best in our industry but what does that truly take? In this presentation from the 2012 Wealth Advisor Forum, you will learn a unique seven step process to help you not only surpass the competition in terms of service but create a customer-centric culture that enables you to provide an unparall...

We all attend countless social events for work and our personal lives, yet we often fail to recognize the full potential that every event truly provides. In this powerful 2012 Wealth Advisor Forum session, Laura Schwartz demonstrated why it is critical to rethink your definition and approach to networking to ensure that you identify and capture eve...

Helping clients achieve important life goals by integrating the full range of their planning and financial needs is enormously complex, often requiring the efforts of numerous, highly skilled individuals working in concert. In this session, which draws on newly released FOX research, you will hear how some firms are finding ways to manage their ope...

We have all heard the daunting forecasts about how many families are expected to change advisors as wealth transfers from one generation to the next. While no advisor wants to become a statistic, many are not clear as to the right strategies or tactics for effectively connecting with and meeting the expectations of the next generation of decision m...

What does the global family wealth market look like? Where is it expanding or contracting, and where are the greatest areas of concentration and, thus, the greatest opportunities for UHNW service growth? From this 2012 Wealth Advisor Forum presentation, gain an understanding of global family wealth demographics as well as insights into how three pa...

In today’s complicated business climate, is your accounting software helping you grow and compete—or holding you back? This guide will help you understand whether it’s time to make a move. You’ll discover:why most financial software systems hinder your ability to get good financial information; the six key questions to ...

Intuitively, many business managers recognize that their decision window has been shrinking with each passing year. Information dissemination has become real-time and on-demand. What is required is an analytical approach that enables management to monitor and measure the development of the important strategic drivers and make decisions with confide...

As healthcare acuity continues to rise among assisted living and independent living residents, savvy providers are finding ways to expand their reach across the care continuum. While this often means branching out into services such as in-home care and insurance products, increasingly providers are opting to stick to the business of service-enhance...

A credit freeze is a free mechanism that allows you to restrict access to your credit report. Although there are limits to a credit freeze, it will generally prevent thieves from opening new accounts in your name because most creditors require a credit report before extending you credit. Learn how to initiate a credit freeze and restrict access to ...