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Searching Content from United States indexed under Wealth Management ordered by Published Date Descending.
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1
Families Can Use A Tax-Advantaged ABLE Account To Save For Disability Expenses
Governor Charlie Baker recently announced the launch of a state sponsored Achieving a Better Life Experience (ABLE) account program that has been long awaited by disabled individuals and heir families.
United States
25 May 2017
2
Succession Planning—Bet The Farm On It
Despite recent trends toward consolidation in the agricultural industry, farming generally remains a family affair.
United States
24 May 2017
3
Portfolio Diversification: Too Much Of A Good Thing?
Diversification is a critical concept when assembling a risk-conscious investment portfolio.
United States
19 May 2017
4
How The Super Reforms Impact US Expats
Complying with Australian superannuation reforms by 1 July will trigger not just double, but triple, taxation by the US on their superannuation contributions, earnings and distributions.
United States
18 May 2017
5
The Income Approach To Business Valuations
When a business owner begins the succession planning process or finds another need to conduct a valuation they are often surprised to learn there is more than one to determine a company's value.
United States
15 May 2017
6
Calculation Of Value Report (CVR) Benefits
During litigation cases, there are often situations where an attorney needs to work with a forensic accountant or other financial expert to determine the value of several types of assets.
United States
15 May 2017
7
A "Thriller" in Tax Court: The Estate of Michael Jackson and IRS Dispute Valuation of Pop Star's Image
How much were the late King of Pop's name and image worth when he died? His estate put the figure at $2,105 but the IRS believes the value is at least $434 million.
United States
26 Apr 2017
8
SEC Enforces Campaign Contributions Rule
On January 17, 2017, the SEC announced a number of political contribution-related settlements with investment advisers, both registered and exempt.
United States
20 Apr 2017
9
Legacy Planning Starts Now
Don't let uncertainty over estate tax repeal become one more reason to delay focusing on framing the legacy you want to leave for your family and your business.
United States
13 Apr 2017
10
Is There Unclaimed Property With Your Name On It?
According to the National Association of Unclaimed Property Administrators (NAUPA), state unclaimed property programs are holding nearly $42 billion in assets, just waiting to be claimed by their rightful owners.
United States
13 Apr 2017
11
Appraisal Relied On By Estate Undervalued Paintings By $1.77 Million
Recently, in Estate of Kollsman v. Commissioner the U.S. Tax Court held that an art collector's estate significantly underreported the value of two artworks for estate tax purposes.
United States
5 Apr 2017
12
Poller, Robson And Fotovat Explore The Challenges Of Dividing IP Assets In Divorce
"Dividing a marital estate poses a multitude of challenges for the matrimonial practitioner. Some of the more discrete and greatly underestimated components of the martial estate are the assets often unseen:
United States
5 Apr 2017
13
Renouncing US Citizenship Or Giving Up A Green Card: Why And How To Consider It
Israel and the United States share a strong bond, and U.S. citizenship or permanent resident status allows access to the largest economy in the world.
United States
28 Mar 2017
14
Did You Turn Age 70 and a Half in 2016? Have an IRA? An Important Deadline Is Rapidly Approaching for You.
We all are aware of the importance of the April 18 tax deadline; however, April 1 is also a significant date for those who turned age 70½ in 2016. This milestone means you are now required to start taking minimum annual distributions from your traditional IRAs.
United States
22 Mar 2017
15
Cybersecurity For Family Offices
The article examines the substantial risks of cyberattacks that family offices and their clients face.
United States
14 Mar 2017
16
A U.S. Federal Securities Law Primer For Family Offices
An investment organization dedicated to managing a family's wealth is often referred to as a "family office."
United States
14 Mar 2017
17
Proceed With Caution: The "Dirty Dozen" Tax Scams For 2017
The Dirty Dozen American film released by MGM in 1967 depicts wartime law breaking, theft and impersonation, but today we are talking about the IRS' "Dirty Dozen Tax Scams for 2017" list, which depicts law breaking, theft and impersonation issues that are putting taxpayers at risk.
United States
3 Mar 2017
18
Financial Stability Board Publishes Final Recommendations To Address Structural Vulnerabilities From Asset Management Activities
On January 12, 2017, the FSB published a report on policy recommendations to address structural vulnerabilities from asset management activities.
United States
3 Mar 2017
19
The Dirty Dozen – Top Concerns For 2017
With the tax filing season now open, the IRS has listed its top 12 tax scams and warned U.S. taxpayers that participation in these prohibited activities could result in civil and criminal tax exposure.
United States
2 Mar 2017
20
Trump Administration's Agenda Affects Wealth Management
There's little doubt that President Trump will carry through on the many promises that he made during the campaign that affect individuals, investors and advisors in the Wealth Management Industry.
United States
28 Feb 2017
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