What does it mean to control an asset?
The answer is sometimes complicated and always of great interest to the Internal Revenue Service.
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A Tax Strategy Gone Wrong
Duly Noted
Another IRS Crummey Challenge Fails. The Internal Revenue Service has lived with Crummey trusts for nearly 50 years, but it …
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The Rise Of State-Mandated Employee Retirement Plans
Several states have begun considering programs to make sure private sector workers are saving for retirement effectively – or at all.
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Ten Reasons To Sell A Mutual Fund Other Than Poor Performance
Knowing when to sell a mutual fund can be complicated, even for savvy investors. Here are 10 indicators it may be time to let go.
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How To Handle Sudden Wealth
Sudden wealth seems like the exact opposite of a problem. But for many, an abrupt change for the better in their financial lives can create a host of unexpected pitfalls.
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Working With Working Interests
With oil prices recently falling to post-recession lows, not many investors are looking for the best way to get into the energy sector, yet there are some interesting possibilities for those who want to go against the herd.
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Talking About Money: The Family Meeting
If you hate talking about your finances, you are not alone. When family relationships are added to the mix, it is hardly surprising that many people are quick to push discussions about financial topics to the bottom of their to-do lists. But a family meeting can provide family members a forum in which to start these difficult conversations.
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How To Value A Professional Practice
If you have seen the television show “Shark Tank,” you have probably heard this question: “How do people actually value a professional business?” Many factors go into a valuation, and “Mr. Wonderful” does not always have the right answer.
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How To Value A Professional Practice
If you have seen the television show “Shark Tank,” you have probably heard this question: “How do people actually value a professional business?” Many factors go into a valuation, and “Mr. Wonderful” does not always have the right answer.
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Fixed-Income Strategies In A Rising-Rate Era
It’s as true in investment planning as it is in physics: What goes up must come down. For fixed-income investors, …
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