Reviews written by leahh713

8 results - showing 1 - 8  
 
 
Monthly Economic Update And Investment Outlook From Fritz Meyer For August 2012
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leahh713leahh713   August 13, 2012
(Updated: August 13, 2012)
2.0
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Understanding The 3.8% Excise Tax
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leahh713leahh713   August 02, 2012
(Updated: August 02, 2012)
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Monthly Economic Update And Investment Outlook From Fritz Meyer For July 2012
Webinars
leahh713leahh713   July 09, 2012
(Updated: July 09, 2012)
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Tax Rules Affecting Advisor Clients Under “Obama-Care” Plus A Charitable Planning Update
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leahh713leahh713   July 05, 2012
(Updated: July 05, 2012)
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Taxation Of Securities Transactions
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leahh713leahh713   May 10, 2012
(Updated: May 10, 2012)
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Minimizing Taxation Of Incentive Stock Options And Non-Qualified Stock Options
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leahh713leahh713   April 12, 2012
(Updated: April 12, 2012)
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Should FINRA Be The SRO For RIAs?
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leahh713leahh713   July 21, 2011
(Updated: July 21, 2011)
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I feel like the intentions of FSI are good, but I am just not convinced that FINRA should be the SRO for RIA's. However, changes do need to be...

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Preparing For The Worst: Managing Your Clients In A Bear Market
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leahh713leahh713   July 16, 2009
(Updated: July 16, 2009)
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8 results - showing 1 - 8