Structural Flaws Brought Andersen Down
June 1, 2002It would be easy to blame a handful of venal or foolish people for destroying Arthur Andersen, where I spent the pivotal years of my working life. It would be comforting to believe that the Justice Department made a disastrous mistake when it brought a criminal case against a company employing 84,000 people over the actions of just a few. I wish I could say that the thousands of intelligent, …
A Small Business Grows Up
January 1, 2002A business is a lot like a baby. If it is healthy and well cared for, it cannot help but grow and, eventually, make its own way in the world. While not every parent will welcome this independence, the wise parent at least will plan for it. My baby is growing up. Nine years ago, I sat alone in an office that once was a movie theater, assembling a desk …
Recovering From A Day Of Terror
October 1, 2001By the time you read this, rescue efforts at the World Trade Center and the Pentagon will be over. The tally of casualties will be complete or nearly so, and the process of rebuilding shattered structures, businesses and lives will be getting underway. But as I write this, two days after terrorists attacked on September 11, volunteers are still trying to find survivors beneath the rubble. The stock market has …
Bergman Becomes Our First Manager
January 1, 2000Jonathan Bergman has been promoted to Client Service Manager at Larry M. Elkin & Co., becoming the first associate at our organization to reach this level. Jonathan came to the firm in 1994 as a summer intern. He became a full-time associate in June 1997, upon receiving his Bachelor of Business Administration degree from the University of Wisconsin. A few months later he helped launch Palisades Hudson Asset Management, Inc., …
The Philanthropic Side Of Planning
January 1, 2000In this issue of Sentinel we launch a feature, Charitably Speaking, that brings a new dimension to our professional practice as well as to our newsletter. Charitably Speaking highlights a philanthropic cause that we find interesting or noteworthy, or just too important to ignore. If some readers agree and choose to provide financial support, great. If some choose to become involved personally, even better. And, if you choose to write …
Professionals Play Monopoly
November 1, 1998With advanced education and privileged access to the movers and shakers of commerce, lawyers and accountants know first-hand how much wealth our free enterprise system generates. You might think these two learned professions would want to try a little free enterprise themselves. Apparently not. For all the talk about a brave new world in which capital glides between industries and across borders, it seems lawyers and CPAs will have to …
New Services Point Toward The Future
May 1, 1998This issue’s lead story about the future – or lack thereof – of the U.S. gift and estate tax illustrates our firm’s philosophy of financial planning: We do it today, but we live it tomorrow. Planning works best when we see our own goals in the larger context of the future. Our drive to confront tomorrow’s challenges is what led us to launch three major new service lines this year. …
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