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What's New - 2008

The information listed below is provided as a service to you and may be helpful to you and your company, it is provided by Weir Financial Resources for general purposes only. We make no representation as to the contents of any of the information on this page, including representations of accuracy, merchantability or fitness.

Description Date
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Keeping a Long-Term View View Client Letter

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Temporary Guarantee Program for Money Market Funds View Client Letter

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Jon Weir assists students with their entrepreneurial plans View Article

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WFR is a Western New York Investors Conference Sponsor View Listing


Washington Report 08-80, Full Compliance with the Final 409A Regulations Required by the End of 2008. View Washington Report

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Economic Outlook. View Client Letter

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Economic Update. View Client Letter


Washington Report 08-52, Valuation of Life Insurance Policy Separate Accounts for Financial Reporting Purposes. View Washington Report


Washington Report 08-50, IRS Denies Refund of FICA Taxes Where Promised Nonqualified Deferred Compensation Payments Are Not Made View Washington Report

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Business First article announcement Jon Weir - "Who's Who in Banking & Finance View List

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2007 Executive Comp and Benefits Survey Abstract View WFR Summary


Washington Report 08-31, Changes to Split-Dollar Arrangements That Do Not Change the Insurance Contract Do Not Cause Loss of Grandfather Treatment Under Sections 101(j) and 264(f) View Washington Report


Analysis of Internal Revenue Code 101(j) View Washington Report

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409A Compliance Correction and Transitional Relief Maybe! View Client Memo

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2008 Rocky Market Start View Client Memo

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Volital Markets in Context. View Chart of Historical Double Digit Returns


Washington Report 08-07, Exchange of Corporate-Owned Life Insurance Policies For Individual Policies Will Be Tax-Free Under IRC ยง1035 View Washington Report


Washington Report 08-06, IRS Issues COLI Reporting Form View Washington Report


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Securities and Advisory services offered through Cadaret, Grant & Co. Inc., Member FINRA / SIPC
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