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    Active Versus Passive Concept Piece from Forefield Advisor

    Article An example of a concept piece from Forefield Advisor, a Web-based business development, education and client communication tool that enables financial professionals to deliver current and concise advice to clients.
    Published on October 14, 2013

    Why Most Arguments For or Against Active and Passive Investment Management are Wrong

    Webcast Deborah Fox presents the arguments for and against active and passive investment management
    Published on October 30, 2013

    Why Most Arguments For or Against Active and Passive Investment Management are Wrong - Audio

    Audio Deborah Fox presents the arguments for and against active and passive investment management
    Published on October 29, 2013

    Why Most Arguments For or Against Active and Passive Investment Management are Wrong - Handout

    Presentation Deborah Fox presents the arguments for and against active and passive investment management
    Published on October 29, 2013

    Investment Planning

    Webcast Our webcasts give PFP Section Members the opportunity to learn about timely issues on investment planning as well as interact with their fellow peers.
    Published on December 09, 2013

    Implementation of the New 3.8% Net Investment Income Tax for S Corporations and their Shareholders

    Webcast Learn about the impact of the net investment income tax on S corporations and their shareholders.
    Published on February 04, 2014

    The 3.8% Medicare Surtax and Its Impact on Estates and Trusts

    Webcast In this web seminar, Bob Keebler and Jeremiah Doyle discuss the impact of the Medicare surtax on estates and trusts.
    Published on June 19, 2013

    Forefield Advisor Client Communication Examples

    Overview These are a few examples of client communication tools available via Forefield Advisor.
    Published on October 21, 2013

    Implementation of the 3.8% Net Investment Income Tax on Estates and Trusts

    Webcast During this webcast, the speakers provide suggestions to practitioners on how to implement and comply with this new tax as it applies in its first year.
    Published on March 04, 2014

    Implementation of the 3.8% Net Investment Income Tax on Individuals

    Webcast During this webcast, the speakers, including the IRS attorneys responsible for the recently released final NIIT regulations, provide a background of the 3.8% NIIT and its application to estates and trusts.
    Published on March 04, 2014

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