Author: narayan

Kestra Hires Advanced Planning Head, Syncs with RightCapital Kestra Financial, an Austin, Texas-based broker/dealer with over $142 billion in assets

A Georgia-based financial advisor pleaded guilty to a $380 million fraud that victimized thousands of investors, in what officials said

www.shenkmanlaw.com www.laweasy.com Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JD, is an attorney in private practice in Fort Lee, New Jersey

  David A. Handler is a partner in the Trusts and Estates Practice Group of Kirkland & Ellis LLP.  David is

Tax affecting the earnings of pass-through entities remains one of the thorniest valuation issues: There’s no clear guidance on which

Two estate-planning attorneys give their views on the need for clients to treat their descendants equally. Source link

Fiduciary administrators work at the intersection of finance, law and human emotion. Their decisions often unfold in the aftermath of

If you advise nonprofits in your practice when a deceased donor leaves individual retirement accounts or brokerage accounts to charities,

William H. Frazier, ASA, has over 40 years of experience in valuation, investment banking, mergers and acquisitions, and litigation advisory

As estate planning and executive compensation strategies become increasingly sophisticated, the intersection of Internal Revenue Code Section 409A valuations and