Break down the process into two phases.

The focus will be on educating legislators on the contributions and needs of these entities.

A new way to describe a growing phenomenon.

Three key factors that influence the path to leadership.

The absence of one may create unnecessary liability.

The new law includes over 90 changes to the rules that govern individual retirement accounts and employer plans.

A review of the relevant aspects of the CTA’s final rule.

Charles A. Redd discusses the use of formula clauses in some recent cases and private letter rulings.

Sandra Swirski and Tony Macklin discuss the role for wealth and philanthropic advisors in guiding the use of that wealth.