Foreign Corporations Subject to Stricter Tax Rules

Before the Tax Cuts and Jobs Act of 2017 (the Act), if a foreign corporation (FC) wasn’t a controlled foreign corporation (CFC) for an uninterrupted period of at least 30 days during the tax...

Issues and Trends Affecting Life Insurance Performance

There were two settlements in 2018 that had significance for the life insurance industry: Cahill v Commissioner,1 regarding intergenerational split dollar, and the class action lawsuit against the John Hancock Life Insurance Company2 (Hancock)...

A Watershed Event | Wealth Management

Tax reform was a watershed event for practitioners with high-net-worth (HNW) clients.  Practitioners had a tremendous amount of work incorporating the new provisions into their clients’ wealth strategies to ensure those strategies were still...

Charting a New Course for Estate Planners in 2019

The Tax Cuts and Jobs Act (the Act) was signed into law on Dec. 22, 2017.1 A number of the Act’s provisions were important to trusts and estates professionals but none more so than...

Dramatic Events Unfold in the Art World

Some dramatic events took place in the art world in 2018. There was a stunning auction, grueling tax modifications, seized stolen antiquities, an acceptance rate of only 39 percent of valuations offered to the...

On the Cover: January 2019

Associate legal editor Anna Sulkin discusses this month's cover. View the Original Article

What HNWIs Want from Commercial Real Estate

In 2016, 2017 and 2018 NREI conducted research with its audience on high-net-worth investor (HNWI) interest and activity in commercial real estate....

The 20 ETFs with the Biggest Outflows of 2018

Data as of 11/30/2018.Only ETFs that ended the year with more than $500 million are listed. Aniket Ullal is the founder and CEO of First Bridge Data, a provider of independent ETF data and analytics to institutional clients....

Eight Simple Estate Planning Review Items for 2019

While clients often focus on the market, goals and portfolio performance, it never hurts to make sure estate planning items are correct,...

Retire Sooner, Baby Boomer | Wealth Management

But there is good news, as they may benefit from...

Sequence of Returns: Don’t roll the dice with retirement

Market volatility early in retirement can be frightening for new...

How to gain and retain female clients

This represents a major opportunity for advisors to showcase their...

Value’s Appeal Is in the Eye of the ETF

At long last, value investing appears primed to play a larger role in the new year. But beware that not all value ETFs are built the same. View the Original Article

Making the maximum IRA contribution? Think Roth.

While this rule is generally true, you may still benefit from contributing to a Roth IRA, even if your tax rate declines in the future, especially if you’re making the maximum contribution.Sheltering your savingsA...

Highlights of Heckerling | Wealth Management

PRESENTER:Martin ShenkmanFounderShenkman Law MODERATOR:Susan LippEditor in ChiefTrust & Estates Our speaker will...

Substantiating Charitable Deductions | Wealth Management

 This is a Trusts & Estates exclusive webinar for subscribers...

Delighting the Customer: The Importance of Customer Perception

Sponsored by American Portfolios How do you "delight" a customer,...

Going to Pot: The 20 Most Popular ETFs of 2018

Data as of 11/30/2018. Aniket Ullal is the founder and CEO of First Bridge Data, a provider of independent ETF data and analytics to institutional clients....

#FASuccess Podcast: Michael Henley on Independence

Welcome back to the 102nd episode of Financial Advisor Success Podcast. This week’s guest is Michael Henley. Michael is the founder and CEO of Brandywine Oak Private Wealth, an independent advisory firm in the Brandywine...

Ten Tax-Planning To-Dos Before Year End

With less than a month left in 2018, time’s running out for your clients to finish their wealth management and tax planning...
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