Searching Content from United States indexed under Wealth Management ordered by Published Date Descending.
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It's Budget Season. What Are You Doing About It?
It is budget season again — that time when operators and owners sit down to agree on the financial blueprint for the next year. My partner Bob Braun has worked on many hundreds of hotel management...
United States
15 Nov 2017
Active Versus Passive Investment Funds: Should You Let Participants Decide?
According to a report by Casey Quirk of Deloitte, 72% of money invested into funds went into passive funds in 2015.
United States
9 Nov 2017
Treasury Recommends Asset Management And Insurance Reforms
The U.S. Treasury Department ("Treasury") published its third report pursuant to President Donald J. Trump's Executive Order 13772, establishing core principles for regulation of the financial system...
United States
7 Nov 2017
Q&A: What To Expect From The "New" SEC
David Tittsworth and Jeremiah Williams are Counsels in the Washington, D.C. office of Ropes & Gray. David served as President and CEO of the Investment Adviser Association for 18 years prior to...
United States
2 Nov 2017
Republicans Announce Tax Reform Framework, Which Includes Repealing Estate Tax
After months of speculation, President Trump and the Republicans have announced their framework for tax reform. While specific details are not known, the key elements of the framework include:
United States
5 Oct 2017
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 70ฝ 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
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