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Resonant Capital Merges with Tax, Accounting Firm QBCo by Alex Ortolani Jul 18, 2025 1 Min Read SEC Chair Paul Atkins Alternative Investments SEC’s Atkins Says Changes to 401(k) Plans Must Be Reviewed Carefully SEC’s Atkins Says Changes to 401(k) Plans Must Be Reviewed Carefully by Nicola M. One is training programs and peer groups.
Reassess Your Team’s Role Your team is one of your most critical assets—and often one of the most overlooked areas in a mid-year evaluation. If you find more friction than momentum, it may be time to rethink what’s possible — not to chase change, but to ensure you’re set up to thrive.
Resonant Capital Merges with Tax, Accounting Firm QBCo by Alex Ortolani Jul 18, 2025 1 Min Read SEC Chair Paul Atkins Alternative Investments SEC’s Atkins Says Changes to 401(k) Plans Must Be Reviewed Carefully SEC’s Atkins Says Changes to 401(k) Plans Must Be Reviewed Carefully by Nicola M.
Alternative investments encompass a broad range of assets beyond traditional stocks, bonds, and cash. Cryptocurrencies and digital assets: Decentralized digital or virtual currencies and other digital representations of value using cryptography. Real estate Real estate investments offer a unique set of tax advantages.
Advisors who learn how to incorporate these and other emerging asset classes into Life-Centered Financial Plans will be offering a valuable service that sets them apart — especially in the eyes of high-net-worth individuals. Including collectibles in estateplanning to avoid family disputes.
A step-up in basis is a tax advantage for individuals who inherit stocks or other assets, like a home. Heres how stepped up cost basis works on stock and other assets at death. Understanding step-up in basis at death If youve received an inheritance you may have questions about the tax treatment of certain assets.
In this article, well explore all the details of alternative investments, the reasons behind their growth as an investment choice, and how their tax treatment differs from traditional assets. Eligibility: Direct property investment does not require accreditation, but some real estate platforms have accreditation requirements.
And I think you will also, if you are at all curious about estateplanning or investing or personal finance, this is not the usual discussion and I think it’s very worthwhile for you to hear this and share it with friends and family. And suddenly you could buy index funds that cover all of the major asset classes.
trillion and 121 million participant accounts along part of the $37 trillion overall in retirement assets, the pressure is causing many record keepers to dig deep and, for many, reinvent themselves or face exiting the market before their valuations drop even further just as it did for active asset managers years ago.
She was CIO at Merrill Lynch Asset Management, and now CIO at both Morgan Stanley Wealth Management and runs their asset allocation models and their outsourced chief investment officer models. ’cause the asset management business of Sanford Bernstein, as everyone I think knows, was a deep value shop.
Prior to attending social gatherings, I often prepare by thinking of some smart, exciting and even sexy responses – like talking about valuation metrics and how company ABC is isolated from tariffs and that if it reaches $50 it’s going to break through to $75.
One of the most important decisions you’ll make when designing your estateplan is who to name in the various fiduciary roles: trustee, personal representative, executor and agent. While a critical decision, it’s often given significantly less thought than the distribution of your assets.
EstatesEstatePlanning in this Economic Climate Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. If you are in the middle of estateplanning , consider the following strategies to develop a sound plan amidst widespread economic challenges. . Create a Trust . Charitable Remainder Unitrust .
From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Envestnet has announced that it is being acquired and taken private in a $4.5
There are many financial planning considerations before, during, and after a divorce. A key part of the process from a financial standpoint is dividing the assets. Generally, couples split the value of their assets 50-50 (though not always). Asset division is one of the major financial components of a divorce.
Make your business more sellable later by getting advice now Business brokers often recommend getting a valuation done years before expecting to sell the company. On the personal side, your financial advisor , estateplanning attorney, and CPA/tax advisor should be involved throughout the process.
By Taylor Graff, Head of Asset Allocation Research and Ed Chadwyck-Healey, Head of International Private Clients ⚑ Investment Outlook Falling Interest Rates Trigger Investor Hunger For Yield Investors snapping up U.S. Consequently, investors need to build a solid defensive position while seizing opportunities that arise amid the instability.
By Taylor Graff, Head of Asset Allocation Research and Ed Chadwyck-Healey, Head of International Private Clients ? Equities Private Credit Outshines Many High-Valuation Stocks, Bonds. Alternative Investments Proposed Tax Law Changes Prompt EstatePlanning Review. Investors snapping up U.S.
These planning opportunities are driven primarily by four factors: Materially lower market values for publicly traded securities, and a likely downturn in valuations of real estate and other illiquid assets. GIFT AND ESTATE TAX PLANNING Outright Gifting. tax code that are not permanent.
These planning opportunities are driven primarily by four factors: Materially lower market values for publicly traded securities, and a likely downturn in valuations of real estate and other illiquid assets. GIFT AND ESTATE TAX PLANNING. tax code that are not permanent. Outright Gifting.
We work with clients to create—either in writing or verbally—a “mission statement” detailing how they want their assets to serve their well-being in coming decades. It also encompasses intended lifestyle, charitable giving, retirement and estateplanning, and liabilities, including anticipated costs for health care.
Managing Assets, Preserving Time Business founders may find it odd—or even superstitiously dangerous!—to to focus heavily on personal planning for a liquidity event that may not come to fruition (and won’t occur for several years if it does). We find this is also an optimal time to restructure insurance and asset protection needs.
Managing Assets, Preserving Time. to focus heavily on personal planning for a liquidity event that may not come to fruition (and won’t occur for several years if it does). During each phase of a business’ evolution, we will typically work on distinct planning decisions with the founder. Deal execution marks this stage.
Market conditions may be volatile, but our planning efforts are, as always, focused on stability and consistency. You can find our annual planning checklist at the end of this article. OZ Funds” allow the deferral, and partial avoidance, of capital gains arising out of the sale of appreciated assets.
The outcome of the tax reform debate is likely to impact how we advise clients on tax planning, estateplanning and a host of other topics. With the rise in assetvaluation in recent years, we encourage clients to review asset protection plans. Is there dangerous terrain on newly acquired real estate?
Yet, at the end of the day it is a business – and it’s where many owners have most of their assets. So, from an economic standpoint, it’s essential to plan for the future as that’s likely where you will realize the bulk of your lifetime wealth. The best advice?
Still, we believe that attractive opportunities for fundamental, bottom-up investing endure in China S and Asia’s other emerging markets, where valuations are more attractive than for equities in the developed world like the U.S. Protecting inherited assets from a claim by a family member’s ex-spouse can help limit those losses.
We are recommending that clients consider high-yield bonds and other asset classes that can offer the prospect of solid gains that diverge from the path of traditional stocks and bonds. We also continue to see opportunities in hedged equity strategies, real estate and emerging market small-cap stocks. 15-16 monetary policy meeting.
As 2015 comes to a close, we remind our clients and friends of how important it is take time to review new tax rules, consider tax-saving opportunities and review investment and asset-protection plans before year’s end. Re-examine asset location. Consider making direct gifts for education and medical expenses.
Among our holdings in sectors backed by clear flows of revenues, we maintain an overweight in health care and transportation and remain focused on credit stability, valuations and opportunities for price gains. By Taylor Graff, CFA, Asset Allocation Analyst. Such protection can be a cornerstone for sound estateplanning.
In this course program, you’d be trained in concepts such as capital budgeting, risk management, and option valuation to name a few. You will also be trained in theories of finance and capital structure and help organizations manage their assets and monetize them.
That occasion marked an agreement with the IRS on a $156 million value on Prince’s real estate and recordings for the artist who died in April 2016—without a will. What can we learn from celebrity estateplanning disasters like this? Such cautionary tales prove the value of proper planning. It turns out, plenty.
Navigating the complexities of estateplanning can often feel like charting through uncharted waters, especially when it comes to handling assets, taxes, and ensuring one’s legacy is preserved according to their wishes. However, there are nuances to consider.
Proposed Tax Law Changes Prompt EstatePlanning Review achen Mon, 09/12/2016 - 06:00 A plan to maximize a family’s financial legacy usually saves the most tax by leveraging the longterm compounding of investments outside of the taxable estate. As previously mentioned, gifts of interests in FLPs are a timely example.
Proposed Tax Law Changes Prompt EstatePlanning Review. A plan to maximize a family’s financial legacy usually saves the most tax by leveraging the longterm compounding of investments outside of the taxable estate. Adopting a program of planning early, and monitoring that program, often brings the best results.
If your parent had a trust, the individual(s) named in the trust documents as successor trustee will control the distribution of the trust assets. Checklist for executors of their parent’s estate Get organized Where are the original estateplanning documents located? Who is the attorney who drafted the estateplan?
We work with families every day, developing strategies to help them reduce their estate tax burden and position themselves to transfer their assets to heirs or beneficiaries efficiently. The planning options available to families are numerous. When you can retain the income tax liability of the gifted asset.
In addition to making funeral arrangements and notifying family and friends, another priority is alerting your estateplanning attorney and financial advisor. Asset Titling, Beneficiary Elections, and Probate The estateplanning attorney is going to be critical here. But not everything needs to get done today.
Of all the types of assets, real estate is usually the most emotional. This stepped-up cost basis is usually the market value of the property on the date of death, though the estate may elect an alternate valuation date (six months after death). Real estate is an illiquid asset, so you’ll need outside resources.
Family Wealth Transfer Options achen Mon, 10/16/2017 - 10:49 Families can use a variety of strategies to reduce their estate tax burden. One of those is gifting assets from one generation to the next. Moreover, gifts to so-called dynasty trusts may insulate gifted assets from estate tax for multiple generations.
Families can use a variety of strategies to reduce their estate tax burden. One of those is gifting assets from one generation to the next. By using various exemptions and exclusions, you can gift a certain amount of assets to your family members without triggering gift taxes, thereby reducing the size of your taxable estate.
As we approach the end of the year, you may want to review areas that may impact your wealth and estateplanning next year. Updated beneficiary information- Consistently check the beneficiaries listed on your legal documents, retirement savings, and insurance plans, as these designations can outweigh what is in a will.
A good example took place in 2012; at the time we helped many clients prepare for anticipated changes to policy regarding taxes on asset transfers. But in 2016, there are no such policy reasons driving us to action in advance of a specific planning deadline. If there were, we might recommend bigger steps, as we have in the past.
If your parent had a trust, the individual(s) named in the trust documents as successor trustee will control the distribution of the trust assets. Checklist for executors of their parent’s estate Get organized Where are the original estateplanning documents located? Who is the attorney who drafted the estateplan?
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