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Searching Content indexed under Fund Management/ REITs by McLane Middleton, Professional Association ordered by Published Date Descending.
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How Do Donor Advised Funds Work?
Q: I normally donate $5,000 to charity every year, but this year my tax preparer suggested I create a donor-advised fund to maximize my tax deduction. What is a donor-advised fund and how does it work
United States
6 May 2019
2
Time To Zone In On Qualified Opportunity Funds
Buried in the 2017 tax bill is a tax deferral and basis boosting provision aimed at luring investors to fund real estate development projects and new businesses in distressed, low-income communities.
United States
10 Dec 2018
3
The Ongoing Monitoring Duty Of Fiduciaries - Supreme Court Rules Retirement Plans Must Have Vigorous Reviews Of Investment Decisions
On May 18, the U.S. Supreme Court ruled unanimously in Tibble v. Edison International that retirement plan fiduciaries have an ongoing duty to monitor plan investments.
United States
14 Jul 2015
4
Supreme Court Rules That Fiduciaries Have An Ongoing Duty To Monitor Retirement Plan Investments
Last month, the United States Supreme Court ruled unanimously in Tibble v. Edison International that retirement plan fiduciaries have an ongoing duty to monitor plan investments.
United States
23 Jun 2015
5
Elder, Estate Planning & Probate Law: Making Trusts Beneficiaries Of Qualified Retirement Accounts
Many clients contribute to qualified retirement accounts (e.g., IRAs, Section 401(k) plans and Section 403(b) plans) for income tax planning and retirement planning purposes.
United States
10 Apr 2015
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