In my last column, “Beginning With The End in Mind: Clearing Barriers to a Successful Business Succession Plan,” which appeared in the April 2016 issue (p. 9), I examined the planning challenges of gifting S corporation stock to...
David Rubenstein, founder of private equity giant The Carlyle Group, grew up in a modest home in Baltimore. His father was a postal worker and his mother was a homemaker. Now Rubenstein is worth a reported $2.8 billion. How did he get there...
Like any solid relationship, the one formed between a financial advisor and a client is built on mutual trust and understanding. According to recent studies, talking about deeper, more personal subjects, such as giving, is key to building trust...
A life-income charitable individual retirement account rollover bill (HR5171) (The Legacy IRA Act) has just been introduced this morning by House Ways and Means Committee members Peter Roskam (R-IL), Earl Blumenauer (D-OR), Erik Paulsen (R-MN) and...
