Members of the Trusts & Estates Investment Committee held their annual meeting to discuss significant developments in 2015 and how the market will play out in 2016. Participating were Edward J. Finley II, Elizabeth K. Miller, Andrew M. Parker and...
LIvin' la vida Cuba. | Copyright Chip Somodevilla, Getty Images
You don't have to look that hard to realize that markets are anything but efficient. But contrary to what some believe, they can stay inefficient for a long time. Case in...
In September the Internal Revenue Service proposed a controversial amendment to the federal tax code that would require nonprofits to track donor social security numbers for any gift exceeding $250...
Help clients decide whether it makes sense to apply for benefits now
A helpful roadmap to consider
