Estate Planning

(Bloomberg) -- Hillary Clinton wants roughly $550 billion in new taxes and fees over the next decade -- affecting investment partnerships, large estates and banks -- that have received little to no public discussion from her campaign, a...

How hedge fund principals can address year 2017 income tax exposure by planning for tax, wealth transfer and philanthropic goals

Use examples to get the client quickly and easily to understand the concepts involved

Planners must navigate tax and non-tax considerations unique to this market segment

Planning strategies for the charitably inclined

Identify and avoid potential tax traps

DAFs are increasingly the subject of heated debates

Consider a charity’s goals when contemplating the right type of gift

An understanding of basic compound interest theory is needed

Keeping up with the changes in the charitable world