Married couples may want to consider a qualified domestic trust, or QDOT, to ensure Uncle Sam doesn’t cut in on their estate planning if one of the spouses is not an American citizen.
Read More
Qualified Domestic Trusts And Portability
Is It Luck, Skill Or Both: What A Fund Manager’s Fans Should Consider
Fund manager Cathie Wood has been flying high in recent years, but recent turbulence should remind investors what can happen if they follow her too close to the sun.
Read More
SCOTUS Blows The Whistle On College Sports
A recent Supreme Court decision suggests time may be running out for those who oppose paying student athletes for their efforts and performance.
Read More
Contracts: A Primer For Freelancers
As more Americans pursue freelance work or independent contracting, they will need to comfortably navigate contracts and other formal work agreements.
Read More
Ben Sullivan in Financial Planning
Ben Sullivan weighs in on a discussion of timing compensation for executives.
Read More
Taxing Creativity Across State Lines
Digital collaboration and the rise of larger local music scenes give musical professionals options to move away from hubs like LA and NYC. But artists who receive royalty income may need to consider state income taxes as they relocate.
Read More
Value Judgments About Values Investing
A growing class of funds offer investors the opportunity to make investment choices that align with their values – but when it comes to nailing down the specifics of those values, things can get murky.
Read More
How To Manage Equity Compensation
Receiving a job offer or new compensation package is exciting. But if that offer includes equity compensation, it’s important to take time to know what you are getting.
Read More
Waiting Watchfully On Capital Gains Taxes
The potential of the government nearly doubling the tax rate on capital gains has understandably worried potentially affected taxpayers. But there is no reason to rush to act.
Read More
Take Control Of Debt Repayment
Debt is not a problem to solve overnight, but in most cases, it is solvable. Take a clear-eyed look at your past decisions and your future options, make a plan and get started. The sooner you begin, the sooner you can celebrate conquering your debt.
Read More
