BCI Newsletter October 2010

   


Wall Street Journal Explores The Pros And Cons
Of The Estate Tax

The Estate Tax has been the focus of much contention and debate lately. We found this article presents two interesting points of view from both sides of the argument. Read the article here.

We're Proud To Present A Book By Bill Roberts

Bill Roberts, one of the owners of BCI, has worked with Aspen Family Business Group to write the Keys To Family Business Success. The book
is due out in 2011, but you can get a glimpse of what this book is about right here.

Buy/Sell Agreements: Asset or Liability?

With all the talk of impending tax law change swirling around the advisor community, we still have little certainty as to when and how income, capital gains, and estate tax law will change. Read more about the implications for buy/sell agreements in an article written about Bill Roberts here.




New Waco Office

We’re expanding our national reach! We now have an office in Waco, Texas. Headed by Korbett Roberts, we are proud to provide services for all of our Texas clients. View contact information.

Richard Hartmann To Speak At Annual M Marketing Meeting In Chicago

Richard Hartmann, co-owner of BCI, will be speaking in front of the prestigious M Financial Group during their annual Marketing meeting. The meeting taking place in Chicago, will run Sunday, October 24th through Wednesday, October 27th. The topic of his panel discussion will be “Principal Protection for Clients Using Equity Index”. To learn more about upcoming speaking engagements at BCI, please email us or call 303-740-8001 to learn more.