Jim Walton
Walmart Heir, Buffett to Give Away $4.8 Billion of Fortunes
Jul 01, 2019
Warren Buffett said Monday he plans to donate $3.6 billion of Berkshire Hathaway Inc. stock to five charities while Walmart Inc. heir Jim Walton gave away $1.2 billion of the retailer’s shares last week.
handing money over wealth transfer
Nearly $9 Trillion Will Change Hands by 2030 in North America
Jun 28, 2019
Wealth managers need to prepare themselves to transfer trillions in assets in less than two decades, according to a new report.
climate-action-sign.jpg
World's Rich Want More Feel-Good Investments From Their Private Banks
Jun 28, 2019
Family offices and foundations urge wealth managers to "step up their game" in regards to impact investments.
money letter jacket
A Trustee's Fiduciary Duties May Extend to 529 Accounts
Jun 26, 2019
A recent court decision provides a cautionary tale.
Sotheby's auction house
Sotheby's Goes Private: What It Means for the Art Market
Jun 25, 2019
The ending of the auction house's 31-year run as a public company could usher in many changes.
IRS building
Final Regs Zap $10,000 Annual SALT Limitation Workaround
Jun 25, 2019
The IRS closes door on state tax credit legislation.
justin-rockefeller-philanthropy.jpg
Rockefeller: Capital Markets Can Solve Global Problems
Jun 24, 2019
Justin Rockefeller offers some guidance on the virtues of impact investing.
Casey and Jean Kasem
Dead Celebrity Podcast: The Bizarre Case of Casey Kasem
Jun 24, 2019
In the first-ever episode of the Dead Celebrity podcast, senior editor David Lenok talks with Jim Dougherty about the lessons to be learned from the death of legendary radio deejay Casey Kasem.
writing a check
Charitable Giving by Individuals Declines Following Tax Reform
Jun 21, 2019
Is that the full picture though?
U.S. Supreme Court
U.S. Supreme Court: State Violated Due Process by Taxing Trust
Jun 21, 2019
The beneficiaries had no right to demand the income and weren’t certain to receive it.
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