Deciding and Converting Between Grantor and Non-Grantor Trust Status: Part II
Evaluation of tax benefits and potential pitfalls.
Read moreTips From the Pros: CCA 202352018–Tip of The Iceberg
Charles A. Redd provides an in-depth analysis of a recent Chief Counsel Advice relating to gift tax consequences.
Read moreTax Law Update: March 2024
The most pressing tax law developments of the past month.
Read moreOn the Cover: March 2024
Legal Editor Dawn S. Markowitz discusses this month’s cover art.
Read more$1B Pennsylvania Team Leaves Merrill for LPL Financial
Continuity Private Wealth represents the 40th team to join through LPL’s Strategic Wealth Services.
Read moreNote From the Editor: March 2024
Editor in Chief Susan R. Lipp weighs in on the contents of this month’s issue.
Read moreAdjusted for Risk: Zephyr Announces the Q4 2023 PSN Top Guns
Zephyr PSN Product Manager Nick Williams discuss the growth of SMAs, PSN and PSN Top Guns.
Read more$450M Florida Team Joins Raymond James from Merrill
The Anderson McKelvey Group is based outside of Orlando and focuses on individuals, families, and corporate executives in the aerospace and defense industries.
Read more11 Investment Must Reads This Week
Non-traded alternative managers raised $7.6 billion in January, according to data from Robert A. Stanger. Retail investor activity helped drive the crypto market rally in January, says JP Morgan. These are among the investment must reads we found...
Read morePragmatic Approaches To the Corporate Transparency Act
Martin M. Shenkman and Joy Matak offer practical steps to comply with the new reporting regime.
Read more11 Investment Must Reads This Week
Non-traded alternative managers raised $7.6 billion in January, according to data from Robert A. Stanger. Retail investor activity helped drive the crypto market rally in January, says JP Morgan. These are among the investment must reads we found...
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