There is a growing chorus of analysts and money managers who say that China is bubble that is bound to pop. Morgan Stanley analyst Andy Xie wrote in a research report released Monday that a Chinese asset bubble will most definitely burst in the...
Conversion to grantor trust not taxable to grantor In Chief Counsel Advice 200923024, dated Dec. 31, 2008, Internal Revenue Service senior counsel addressed the income tax consequences of conversion of a non-grantor trust to a grantor trust. In...
A new private letter ruling shows business owners a way to transfer their businesses to a family foundation, save estate taxes, and avoid big penalties under the private foundation excise tax rules. In Private Letter Ruling 200927041, issued July...
You’ve grown your business to a level where you’re ready to start thinking about hiring someone to run things on a day-to-day basis so you can concentrate on your clients. But where to begin?
Perhaps you’ve been advisor for a few years and are wondering whether branch management could be for you. As you ponder your next move, read on for some sound advice from others who have already made the leap
