Mark Halpern is a Certified Financial Planner, Trust and Estate Practitioner and regular contributor to The TaxLetter. He is an expert in succession planning for family business owners and tax   Read More

Mark Halpern is a Certified Financial Planner, Trust and Estate Practitioner and a regular contributor to The TaxLetter. He has extensive experience in succession planning for family business owners using   Read More

In the search for yield, investors have turned to such things as monthly income funds and income trusts, structured notes, and capital class units. But again, cash in your hand   Read More

For conservative investors, the urge to keep money in cash or the equivalent is hard to overcome, despite today’s low interest rates.

And yet, seeking safety in income-producing investments and cash   Read More