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Searching Content from United States indexed under Wealth Management ordered by Published Date Descending.
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1
The OECD Issues An Updated CRS Implementation Handbook
The Organization for Economic Co-operation and Development (the "OECD") has published version 2.0 of its Common Reporting Standard (the "CRS") Implementation Handbook (the "Handbook").
United States
18 Apr 2018
2
Under Advisement: SEC Scrutinizes Wealth Management Industry
Recent events have made it clear that there is an increased regulatory focus on the conduct of investment professionals in the wealth-management industry.
United States
22 Mar 2018
3
Using An Advisory Board As A Planning Tool
Only a third of family businesses survive from the founding generation to the next.
United States
21 Mar 2018
4
IRS To End Offshore Voluntary Disclosure Program In September
The IRS has announced that it will begin winding down its Offshore Voluntary Disclosure Program (OVDP) on September 28, 2018.
United States
19 Mar 2018
5
Correcting Offshore Tax Problems Before And After IRS Closes Offshore Voluntary Disclosure Program On September 28, 2018
It's not too late to correct your U.S. tax filing compliance errors related to offshore holdings, but time is quickly running out.
United States
16 Mar 2018
6
Wealth Management Update - March 2018
The March § 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 3.0%, up 0.2% from February.
United States
8 Mar 2018
7
Podcast - Credit Funds: A Framework For Addressing And Mitigating Conflicts Of Interest
Hello and thank you for joining us for this Ropes & Gray podcast.
United States
1 Mar 2018
8
How To Maximize The Increased Transfer Tax Exemptions
On December 22, 2017, President Trump signed into law the most sweeping changes to federal tax law in decades, including nearly doubling the basic exclusion amount (hereinafter referred to as the "exemption amount") for gift, estate, and generation skipping transfer (GST) tax for the next 8 years.
United States
23 Feb 2018
9
Be The Next Paul Newman - Give 100% Of Your Business To Your Private Foundation, Newman's Own Style
The "Bipartisan Budget Act of 2018" added the "Newman's Own" exception to the private foundation excess business holdings rule, allowing business owners to make a charitable contribution of 100% ...
United States
21 Feb 2018
10
The New Estate Tax Law – Here Today, Gone Tomorrow
On December 22, 2017, the Tax Cuts and Jobs Act (the "Act") was signed into law. The Act implements a variety of significant tax reforms. Pertinent to estate, gift ...
United States
21 Feb 2018
11
Dramatic Change To Federal Estate, Gift And Generation-Skipping Tax Exemptions
The Tax Cuts and Jobs Act (the "Act"), which took effect on January 1, 2018, is the most comprehensive update to the Internal Revenue Code in decades.
United States
14 Feb 2018
12
Should I Have My Business Valued?
What's so important about having a valuation of my company?
United States
13 Feb 2018
13
20% Business Pass-Through Deduction Opportunity Awaits, But It Is Already In Effect And Delay May Cost
Beginning in 2018 new Section 199A permits the owner of a non-C corporation business to deduct up to 20% of the owner's share of the company's qualified business income (QBI) from taxable income.
United States
13 Feb 2018
14
Laurel R.S. Blair Discusses "Strategic Fiduciary Solutions" At S.C. Bar Convention
An audience of approximately 80 judges and attorneys was in attendance.
United States
9 Feb 2018
15
Three Questions To Help You Tune Up Your Investment Portfolio
Your financial portfolio is always a work in progress. To remain financially healthy, periodically re-evaluate your investments by asking these three questions.
United States
8 Feb 2018
16
Get Your Retirement Savings Back On Track With Catch-Up Contributions
How far are you from your ideal retirement age? 20 years? 10? Perhaps only five?
United States
8 Feb 2018
17
You, Taxes And 2018: What To Expect From The Tax Bill
He said the result could be similar to what happened the last time there was uncertainty surrounding the estate tax.
United States
19 Jan 2018
18
President Signs Federal Tax Bill into Law – What You Need to Know Before the End of 2017
On December 22, 2017, President Trump signed into law H.R. 1, the "Tax Cuts and Jobs Act." The Act, which the House and Senate both passed two days earlier, heralds the most expansive and significant tax legislation enacted in the United States since 1986.
United States
27 Dec 2017
19
Year-End Tax Planning Guide for 2017
Tax reform is here! On December 20, 2017, Congress passed the much-anticipated tax reform bill and with President Trump's signature on December 22, 2017, the bill has become law. With minor exceptions, the bill is largely effective January 1, 2018.
United States
27 Dec 2017
20
Five Reasons To Contact A Trusts & Estates Attorney Before Year-End
The holidays are a time for joy and celebration. During the festivities, it is easy to lose sight of important aspects related to estate and business planning. However, taking time to organize your affairs can be one of nicest gifts you can give your family.
United States
15 Dec 2017
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