Archive for June 2011

Tax Law Changes Behavior: Example – Amazon

Jun 30th, 2011 | By | Category: Worldview Editorial Page

Does anyone think that changing tax law doesn’t change business behavior? Some politicians seem to think their actions won’t change behavior so they can do a simple calculation to get more tax revenue. For example, California thinks that it can simply force on-line retailers to begin collecting sales taxes for on-line transactions and they will [...]



Transferring Wealth To Individuals With Special Needs/Mental Disabilities

Jun 14th, 2011 | By | Category: 4th Quarter (Age 60+)

It is extremely important for advisors to speak to clients about how to properly plan for their loved one with special needs. By Lauren K. Keenan and Lori K. Murphy Bean Recently, a couple came to our firm seeking assistance with basic business succession planning but it quickly became clear that they also needed to [...]