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Distributions of Stock in a GRAT Don’t Trigger Insider Trader Rules

Wealth Management

Number 8860726.

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IRS Clarifies Rules on Foreign Grantmaking for Private Foundations

Wealth Management

1, 2025, the Internal Revenue Service issued Private Letter Ruling 202531009, offering essential insight into the compliance requirements for private foundations supporting foreign organizations through its grant program. The PLR addresses common organizational and operational compliance considerations for U.S.-based Number 8860726.

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Are PEPs the Wild West or Are They a Way to Tame It?

Wealth Management

Fred Barstein , Founder and CEO , The Retirement Adviser University August 4, 2025 6 Min Read American Stock/ClassicStock/Archive Photos/Getty Images As the Department of Labor issues a request for information in preparation for its report to Congress on the state of pooled employer plans after SECURE 1.0 Concept of digital social marketing.

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Estate Planning Isn't Just for Lawyers

Wealth Management

Dollenmeyer, Megan Vandermeer Aug 13, 2025 9 Min Read Business Planning Related Topics Client Relations Growth Strategies Professional Development Diversity & Inclusion Recent in Business Planning See All Businessman hand holding magnet and magnetizing avatars. Number 8860726. Concept of digital social marketing.

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Unlocking Estate Planning Potential with Carried Interest

Wealth Management

Once the fund reaches its harvest stage and starts producing distributions, however, the value of the carry increases quickly. At that point, the planning window begins to close. The resulting distribution estimates are then discounted to present value and discounted for restrictions on control and marketability. Number 8860726.

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SMArtX Unveils New Semi-Liquid Fund Functionality in its UMA

Wealth Management

SMArtX has automated trade controls and redemption scheduling, along with trade execution, cash management and compliance, to remove the operational bottlenecks that can prevent RIAs from scaling up the use of semi-liquid vehicles within UMAs. Number 8860726. Raymond James Practice Mercer Advisors Lands $1.2B They are now broadly available.

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Fynancial Wins 'Best in Show' at Wealth Management EDGE Tech Demos

Wealth Management

There is something to be said for owning your own distribution channel,” he said. Read more about: Tech for Growth Wealth Management EDGE About the Author Davis Janowski Senior Technology Editor, WealthManagement.com Davis Janowski is a New York-based technology journalist whose work spans consumer, business and the FinTech sectors.