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Wow! During 2008 we witnessed $4 a gallon gasoline, a mortgage industry meltdown, the Dow Jones Industrial Average fall from approximately 13,000 to 8,000, and the election of a new president; an African American, no less. And amidst all of these...
Booming stock markets in the last five years saw many RIA firms sell a portion of their future cash flows in return for cash and stock in the acquiring firm. But as the stock market collapses, many RIAs who sold stakes to “roll-up”...
The Internal Revenue Service has issued a warning to certain sellers of charitable remainder income interests and to their advisors. In Notice 2008-99 (released on Oct. 31, 2008), the IRS has identified as a transaction of interest a certain type...