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MOST ACTIVE MEMBERS

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    Virginia Tanner Harriett, CFP

    Lincoln Investment Planning Inc
    Marlton, NJ

    109 Points

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    Anibal Torres, CLU,FLMI

    State Farm Insurance Co
    Bloomington, IL

    107 Points

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    John E. Muth, CFP,CLU,JD

    Northwestern Mutual
    Milwaukee, WI

    65 Points

What's Hot

LATEST DISCUSSIONS

  • Paul A. Neri, CLU,ChFC,CFP

    Gain on Short Against The Box

    Posted in: Estate Planning

    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?

  • Bruce A. Tannahill, JD,CPA/PFS,CLU,ChFC

    Post-death Income Reported on Decedent's 1099-R

    Posted in: Estate Planning

    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...

  • David R. Stromecki, ChFC,CLU,CIC

    RE:Group Life

    Posted in: Risk Management: Life,...

    Paul: I know of several companies that specialize in the volunteer fire service: VFIS - vfis.com ESIP - esip.com VESO Life - vesolife.com

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