The prevalence of offshore asset protection trusts has left many professionals unprepared to manage the IRS reporting requirements for these structures. While properly implemented offshore trusts are tax-neutral, mistakes can lead to enormous...
The deductibility of investment advisory expenses often generates confusion. This is further complicated by new rules for corporate fiduciaries. In this article, the third in a series, we suggest potential methodologies for unbundling fiduciary a...
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A growing number of advisors and investors are catching on to sustainability investing; U.S. managed assets that invest using environmental, social and corporate governance and other s...
