Searching Content from United States indexed under Wealth Management ordered by Published Date Descending.
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Powers Of Attorney In Fund Financing Transactions
A power of attorney is a written agreement wherein an individual or organizational person provides advance authority to another party to make certain decisions, to execute certain documents or ...
United States
22 Sep 2017
Leaving A Financial Road Map For Your Loved One
We do not like to think about dying or becoming incapacitated due to illness, but it is important to be prepared.
United States
19 Sep 2017
Cornerstone Advisory Q&A With Mike Gill
Wealth Management had the opportunity to interview Mike Gill, Portfolio Manager, and the investment committee of Cornerstone Advisory.
United States
29 Aug 2017
A QCD Might Help You Meet Charitable Giving And Tax Savings Goals
In late 2015, Congress reinstated and made permanent a tax break that allows people age 70½ and older to transfer up to $100,000 per year tax-free from an IRA to a public charity...
United States
21 Aug 2017
Are You A Member Of The Sandwich Generation?
If you are currently taking care of your children and your elderly parents, count yourself among those of the Sandwich Generation.
United States
16 Aug 2017
Fixed Asset Controls and Reporting: Who's Paying Attention To Your Largest Assets?
In healthcare, as in many capital-intensive industries, fixed assets represent the largest item on the balance sheet.
United States
24 Jul 2017
IRS Gets Upper Hand In S Corporation Compensation Audits
Any compensation the owner receives is subject to FICA tax, which imposes an equivalent burden. And the IRS frequently attacks owners who receive cash distributions from an S corporation...
United States
6 Jul 2017
What To Do If You Inherit An IRA
If you inherit an IRA, you have several options for handling the funds — depending on your relationship with the original accountholder.
United States
4 Jul 2017
Venue Selection In Global Asset Recovery Cases (Video)
Dan Pascucci of Mintz Levin's Litigation Practice discusses the importance of selecting the appropriate venue when pursuing assets that have been fraudulently moved across international borders.
United States
29 Jun 2017
Cash Balance Plans Can Be An Attractive Choice For Partnerships And Small Businesses
Do your partners (or co-owners) want to defer into retirement plans more than $60,000 annually – the current limit for contributions to plans such as 401(k) and profit sharing plans?
United States
26 Jun 2017
Investment Services Regulatory Update – June 2017
On May 17, 2017, the SEC's OCIE issued a Risk Alert to highlight the importance of conducting penetration tests and vulnerability scans on critical systems and implementing system upgrades...
United States
22 Jun 2017
Another Illinois Case Decides When An Asset Purchaser Is Responsible For Liabilities As A Mere Continuation Of The Seller
In our Risk Management Update of December 23, 2015, we discussed an Illinois case that had to decide when a successor entity purchasing the assets of its predecessor became liable...
United States
14 Jun 2017
Taxation Of Intellectual Property – The Basics
Change driven by development of intellectual property ("I.P.") is now a constant. Whether the I.P. user is a tax adviser accessing a digital library, an auto mechanic interfacing with an engine...
United States
12 Jun 2017
Wealth Management Update - June 2017
Wealth Management Update - June 2017 - Newsletter
United States
8 Jun 2017
Asset Protection Planning Steps You Should Consider Now
Is the federal estate tax law going to change or be abolished under the Trump administration? Time will tell. One thing is certain: tax laws may change but the litigious nature of our society...
United States
7 Jun 2017
In Defense Of Offshore Trusts
With the election of President Trump, the academic and main stream press has recirculated articles about the wealth of President Trump and his advisors.
United States
1 Jun 2017
Wealth Management & The Trump Administration: An Updated Guide
In our Inaugural Wealth Management newsletter, we made predictions on issues we thought the Trump administration would tackle in the first 100 days.
United States
31 May 2017
Transfer Tax Rules For The Non-Citizen Spouse
Transferring wealth to a spouse who isn't a U.S. citizen can create complex gift, estate and generation-skipping transfer tax challenges.
United States
31 May 2017
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
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
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