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Browse Bernstein, Phyllis

1-11 out of 11 article(s)
Title Type Date Words
How to help clients teach children about money. Dec 1, 2006 736
9 succession planning tips for accountants to give themselves: the October issue focused on succession planning, primarily from the viewpoint of how accountants can help prepare their clients. Phyllis Bernstein follows up this month by speaking to you--accountants who own your own firms! Nov 1, 2005 641
Two reasons to plan now: savings bonds, sales tax deduction. Oct 1, 2005 677
Are client retirement plans on track. Aug 1, 2005 659
The right thing: making charitable contributions. Jun 1, 2005 624
Prenuptial agreements can require valuation and tax skills. Jun 1, 2005 1573
This is the season for Social Security reform. Apr 1, 2005 677
Quick fix ignores long-term AMT problem. Jan 1, 2005 811
How to keep the SEC happy without going out of business ... Nov 1, 2004 535
Kimbell court ruling: big victory for family business wealth transfer. Oct 1, 2004 652
Vote 2004: in the heat of a presidential race--are you ready? Oct 1, 2004 788

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