The Bill & Melinda Gates Foundation is the largest and arguably the best-known private foundation in the United States. While not everyone who creates a successful foundation will be like the Gateses, the couple can be a useful model when deciding whether a private foundation meets your charitable goals.
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As an investor, what should you look for when considering a private equity investment? Many of the same things we do when considering it on a client’s behalf.
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Employment contracts and prenuptial agreements have something in common: We are often reluctant to discuss them amid the excitement of a new relationship, but they can save a lot of conflict and expense if things don’t work out as we hope.
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‘Be Careful What You Wish For,’ Tax Court Tells Petitioner. Not much went right in the Great Recession year of …
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Smart business owners know the importance of keeping good records. The Affordable Care Act has created one more incentive for employers to keep abreast of sometimes complicated reporting requirements, by requiring them to provide information about company-provided health care to both their employees and the government.
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No one wants to face the possibility that their compensation may be clawed back. The complex tax aspects of the situation only serve to rub more salt in the wound.
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Dividing some assets is a simple matter of math. Other assets, however, seem to pose as large a problem as …
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Investors who are wondering when it’s safe to get back into bonds have one thing going for them: They recognize …
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The job market is still slowly recovering from the Great Recession, and even under easier circumstances, few people enjoy job …
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A Deferred Annuity Makes Taxable Estate Assets Disappear. Virginia Kite, a member of a prominent Oklahoma banking family, transferred substantial …
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