Home Advisor’s Edge Mid-October 2015
Mid-October AER 2015

Mid-October 2015

Tax News

Help clients with corporations save taxes through the RDTOH account

Helping millennial clients

Advisors may want to save tax by having their lower-income spouse own part or all of their buildings. But they should consider what will happen…

Industry News

MFDA gets top marks for CRM2 explainer

Everything you wanted to know, but were afraid to ask

Jonathan Heymann

Estate Planning

What to watch for with this emerging trend

New rules make effective planning more difficult

Alternative Investments

What to watch for with this emerging trend

Diversification, tax and estate issues are all in play when investing in commercial real estate

Market Insights

Everything you wanted to know, but were afraid to ask

Combining quality, value, momentum and size with a low-volatility mandate

Mark Yamada