Regulation and Compliance issues for Wealth Professionals can be challenging to navigate especially when the SEC is involved. Catch the latest news and analysis on compliance updates that impact financial advisors.
Internal Revenue Service extends filing and payment deadlines for estates of decedents dying in 2010 In Notice 2011-76 (Notice), the IRS provided relief for the estates of decedents dying in 2010 (2010 estates). The filing deadline for the Form...
From an international perspective, family businesses in the Gulf region are taking new approaches to succession. In five areas, some leading Gulf families have decided against conventional wisdom and are making new rules that fit their culture and...
Too often, people who live outside the United States and are citizens of other countries discover that they're U.S. citizens as well and, therefore, owe U.S. taxes. Most countries have rules that allow the transmission of citizenship through...
Trustees sometimes find themselves staring down the barrel of the litigation gun, whether as the target, or, more typically, as a neutral party standing among warring factions fighting over trust assets. Due to the increasingly international...
As the world appears to shrink, more people acquire property in multiple jurisdictions or have family members living in different countries. Residents of the United States and other common law jurisdictions have historically used trusts to achieve...
Often times, when you leave a place of employment for greener pastures it is not the most amicable separation. Usually, feelings of resentment and betrayal materialize regardless of the culture or climate existing beforehand. There is no better...
The brokerage business is dead. With commission rates hovering around zero, making a living by buying and selling securities on behalf of customers is a thing of the past. Some brokers are reinventing themselves as investment advisers within...
If you have something to say, a strong voice and the time for it, blogging is a great way to attract new clients and deepen relationships with existing ones. Here are some tips on doing it right.