Wealth Building
Tips from the good: CCA 202352018–Tip of The Iceberg
Charles A. Redd provides an in-depth analysis of a recent Supreme Court ruling regarding the tax consequences of gifts. Source link
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Pragmatic approach to the Corporate Transparency Act
The flurry of legal commentary on the Corporate Transparency Act (CTA) has largely focused on arcane rules and confusing exemptions. Because CTAs affect so many customers and the penalties for non-compliance are so severe, we'll focus on practical action steps you can take to address CTAs. Source link
Read MoreProperty tax consequences of maintaining an ocean view
As anyone who has spent time in Massachusetts knows, the Commonwealth has many beautiful vacation spots, from its beaches on Cape Cod to the bucolic forests of the Berkshires. So it's no surprise that Massachusetts has a thriving community of people who own vacation homes there but reside elsewhere. They are not always aware that…
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Liz Nesvold joins Immigrant as Vice Chair
Liz Nesvold, who resigned as president of $40.7 billion RIA Cresset at the beginning of this month, he held a concert at Emigrant Bank as vice president. She will work closely with units across the bank that touch on the wealth management business, including Emigrant Partners, New York Private Trust, Sarasota Private Trust and Cleveland…
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401(k) Real Talk Episode 95: February 28, 2024
Open, honest, and candid discussion about the decline of 401(k) plans, retirement account consolidation, technology in DC plans, and plan sponsors demanding more from their advisors. Fred Barstein | February 28, 2024 Source link
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The United States is home to some of the richest women in the world
A new study by City index reveals that the United States is home to more than twice the number of female billionaires than anywhere else in the world. Based on real-time Forbes billionaire tracker, the study found that America currently boasts 97 female billionaires to be exact. China comes second with 42 female billionaires, followed…
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Central Bank Digital Currencies | Asset management
For the past several years, advocates in the United States and around the world have argued loudly for a new form of money and currency – and an elimination of what we now call “cash.” In 2024, believers should expect questions about central bank digital currencies (CBDCs) in general, and a digital U.S. dollar issued…
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Navigating growth strategies in consulting firms
Do industry perceptions of how growth can be achieved match the reality of how growth can be achieved? Actually happens in consulting firms? Join us for an in-depth exploration into the dynamics of growth at advisory firms, where we'll analyze the findings of a survey conducted by Nitrogen and Integrated Partners in collaboration with Wealth…
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Bitcoin ETFs give advisors a gift for reducing client volatility risk
The recent adoption of spot Bitcoin ETFs has given financial advisors a potential gift of de-risking portfolios, sparing clients from Bitcoin itself. There's no doubt that the introduction of Bitcoin ETFs has sparked investor excitement. Data from Bloomberg Intelligence shows that BlackRock's iShares Bitcoin Trust and Fidelity's Wise Origin Bitcoin Fund have each secured more…
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