$5 billion and $12 billion RIA principals tell worthy anecdotes (hint, Madoff), reveal secrets, to Barron's moderator at IMCA
Paul Tramontano and Ric Edelman topped a bill that offered a barn-burning tax talk from Kitces
Tyler
How might one obtain this Kitces one-sheet tax arbitrage stunner?
Bill Winterberg
I believe this slide on Michael’s website is the one that lists all the tax code brackets and phaseouts:
http://www.kitces.com/marginal-tax-rates-chart-for-2014/
Dina Hampton
Thanks, Bill! I’ve added the link in the body of the text as well.
Jeff Spears
Have you noticed how many advisors make the claim that they avoided Madoff?
Maybe the 4,800 Madoff clients should have hired an advisor….
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