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Articles
August 2011
In their article, "Diversifying Concentrated Positions in the Most Tax-Efficient Manner," published in The Tax Adviser on August 1, 2011, Christy Corrao and co-author Steven Berman explained the advantages and disadvantages of several techniques available to investors who wish to diversify various assets in their portfolios.
August 2010
In the August 2010 issue of The Tax Adviser, John E. Schiller discussed the potentially sensitive issue of trustee compensation in his article, "Trustee Compensation: Proceed with Caution."
January 2006
"Tax Consequences to Investors of Broker Fraud and Theft," by Gary A. Zwick
Newsletters
March 2011
"2010 Tax Relief Act Changes Impacting Estate Planning," by Christy Corrao
