In recent years, a number of factors have converged that make it more important than ever for many nonprofits to take steps to increase the size of their endowments and, in some cases, replace significant amounts that were lost during the Great...
Wading through complexity to find simplicity
An alternative to directed trusts
Tax Court accepts Internal Revenue Service’s methodology for determining fair market value
The focus on special charitable-incentive tax laws that expire on Dec. 31, 2013 has been on tax-free distributions to charities from individual retirement accounts. Back reference. Tax-Free IRA Distributions to Charity...
Target-date retirement funds have attracted a flood of money. With 401(k) savers relentlessly investing, the funds have grown from $71 billion in assets in 2005 to more than $500 billion today. Now that millions of investors are betting on the re...
Grab A Glass Of Wine and Google Yourself
Should you suggest that your clients obtain critical illness insurance or long-term care coverage for their old age? A lot depends on the client’s health and financial needs.
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FATCA implementation slowly but surely continues
Trustee’s mother may be liable for breach of fiduciary duties
