This article explores some of the basic concepts concerning how to determine the basis of assets you inherit or receive as a gift. This is a companion to an earlier article which explored basic tenants of determining cost basis.
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When PriceWaterhouseCoopers published The Auditor's Guide To Forensic Accounting Investigations, it became apparent that the corporate accounting scandals of 2001- 2003 had indelibly linked fraud investigations with foresnic accounting. But the truth is that foresnic accounting goes well beyond fraud detection. As a result, I was hired to help write…
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Though the Sarbanes-Oxley Act was made law in 2002, years later directors, chief executives and chief financial officers debate its meaning and its impact on the relationship between boards of directors and the management teams they monitor. In this piece, I worked with PriceWaterhouseCoopers summarizing the views of these constituencies…
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The tried and true way to attract new business is the good old investment seminar. It's not sexy. But it works, if you can get the details right.
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Separately managed accounts represent a good way for asset managers to increase throughput. But be careful what you wish for. Those assets may come flying in the door, but so do the questions about how well they are being managed.
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Remember, it's your job to make the case for why your loan should get funded, not the loan officer's. The first step is a loan proposal that gets your foot in the door.
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Even if you're not a born orator, you can still improve your skills.
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Should financial advisors align themselves with large or small broker/dealers? Read on for an analysis of the issues.
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If you are intelligent, this will get you exactly nowhere in financial planning profession.
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Don't like all that touchy feeling introspection that goes with goal setting? Try this black box approach.
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