Finance News
The Diamond Podcast for Financial Advisors: 2023’s Most Valuable Insights
An annual digest for financial advisors with hosts Louis Diamond and Jason Diamond.
By NB
Jan 12, 2024
AllianceBernstein Names Jackie Marks CFO
Replacing interim CFO Bill Siemers, who has been in the role since June, Marks has held similar posts at Thompson Reuters, Mercer and Condé Nast.
By NB
Jan 12, 2024
Live from Heckerling: Practical Partnership Panaceas to Common Client Circumstances
Partnerships are a required tool for estate planners.
By NB
Jan 12, 2024
Live from Heckerling: Current Issues in Estate and Gift Tax Audits and Litigation
A good appraisal can be key to a taxpayer’s success against the IRS.
By NB
Jan 12, 2024