HBR Hotlist.2019.08.19: How to Delegate Successfully; Predicting Who’s Going to Quit; Engaging Employees Successfully: Responding to “Tell Me About Yourself” in Interviews

How to Respond to “So, Tell Me About Yourself” in a Job Interview, By Joel Schwartzberg: There is a right answer. MANAGING PEOPLE Is It Time to Let Employees Work from Anywhere?, By Prithwiraj (Raj) Choudhury, Barbara Z. Larson, Cirrus Foroughi: A study found that “work from anywhere” policies increased productivity. EMPLOYEE RETENTION If You Want Engaged Employees, Offer … Continue reading HBR Hotlist.2019.08.19: How to Delegate Successfully; Predicting Who’s Going to Quit; Engaging Employees Successfully: Responding to “Tell Me About Yourself” in Interviews

Free AICPA Adviser’s Guide to Financial and Estate Planning – Volume 1

The AICPA has made available for download Volume 1 of its treatise, Sidney Kess & Steven Siegel, The AICPA Adviser's Guide to Financial and Estate Planning (9th ed.), which is 321 pages. This volume discusses the following topics: Chapter 1: the art of financial planningChapter 2: estate and client analysisChapter 3: the co-ownership of propertyChapter … Continue reading Free AICPA Adviser’s Guide to Financial and Estate Planning – Volume 1

Adkisson, Cortez Rule For California Uniform Voidable Transactions Act Reaffirmed In Potter

Adkisson describes the impact of a recent court case in reaffirming a provision of the California Uniform Voidable Transactions Act (CUVTA). Adkisson outlines the Statute of Extinguishment in the CUVTA Civil Code, explaining that "a Statute of Extinguishment is very much like a Statute of Limitations, but with one key difference: A Statute of Extinguishment … Continue reading Adkisson, Cortez Rule For California Uniform Voidable Transactions Act Reaffirmed In Potter

PLR 20193307: CLAT Established in Rev Trust

In PLR 201933007, the IRS ruled regarding the annuity and estate tax deduction of a revocable trust, making the following rulings: the annuity amount equal to five percent of the fair market value of the initial trust estate, as determined by the trust’s grantor and the grantor’s spouse, would be an ascertainable amount. In addition, … Continue reading PLR 20193307: CLAT Established in Rev Trust

Supreme Court Petition Filed: BF Hawk v. Commissioner (18-1534) – Fraudulent Conveyance Law and Transferee Tax Liability Decedents Estate

In B.F. Hawk v. Commissioner, the Sixth Circuit held that a decedent’s estate, his widow and two marital trusts were liable as transferees for income taxes owed by the decedent’s business. The Sixth Circuit held that under the Tennessee Uniform Fraudulent Transfer Act, an asset sale followed by the stock sale was a sham transaction … Continue reading Supreme Court Petition Filed: BF Hawk v. Commissioner (18-1534) – Fraudulent Conveyance Law and Transferee Tax Liability Decedents Estate

Bove & Langa, Challenging the Judge: The Massachusetts Appeals Court Continues to Make Its Own Rules of Trust Law

Alexander A. Bove, Jr. and Melissa Langa have made available their article for download their article, "Challenging the Judge: The Massachusetts Appeals Court Continues to Make Its Own Rules of Trust Law," published in the Steve Leimberg Asset Protection Newsletter. The Introduction is as follows: When we as advisors set out to develop an estate … Continue reading Bove & Langa, Challenging the Judge: The Massachusetts Appeals Court Continues to Make Its Own Rules of Trust Law

HBR: Must Reads to Prepare for Economic Downturn

Note: Subscription to HBR May Be Required Companies Need to Prepare for the Next Economic DownturnBy Martin Reeves, Kevin Whitaker, Christian KetelsWhenever it happens, it won’t look like 2008. What Companies Should Do to Prepare for a RecessionBy Kevin Laczkowski and Mihir MysoreHere’s what successful companies did last time around. How to Survive a Recession and Thrive … Continue reading HBR: Must Reads to Prepare for Economic Downturn