Lincoln Investment Planning Inc
State Farm Insurance Co
If an investor dies while holding securities positioned in a short sale against the box strategy which had locked in a gain will a step up in basis occur?
I'm working on a final tax return for a client who died in 2013. Her final pension payment was deposited directly into her trust's bank account and included in the amount...
I know of several companies that specialize in the volunteer fire service:
VFIS - vfis.com
ESIP - esip.com
VESO Life - vesolife.com
I am constantly surprised when I meet advisors...