News, Vision & Voice for the Advisory Community


$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

Author Sanders Wommack May 9, 2014 at 4:19 AM
no description available
Paul Tramontano: Whenever we have a process or a system going exactly the way we want it, I tell my staff to break it and rebuild it.




May 9, 2014 — 7:05 AM

How might one obtain this Kitces one-sheet tax arbitrage stunner?

Bill Winterberg

Bill Winterberg

May 9, 2014 — 1:42 PM

I believe this slide on Michael’s website is the one that lists all the tax code brackets and phaseouts:


Dina Hampton

Dina Hampton

May 9, 2014 — 1:51 PM

Thanks, Bill! I’ve added the link in the body of the text as well.

Jeff Spears

Jeff Spears

May 9, 2014 — 7:55 PM

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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