CoinDesk: US Treasury Develops ‘Framework’ for International Crypto Regulation (July 7, 2022)

Nikhilesh De, of CoinDesk, has made available for download his article "US Treasury Develops 'Framework' for International Crypto Regulation", published on CoinDesk. The abstract is as follows: The U.S. Treasury Department published a fact sheet Thursday outlining how it could work with foreign regulators to address the cryptocurrency sector.The fact sheet, which is the first report … Continue reading CoinDesk: US Treasury Develops ‘Framework’ for International Crypto Regulation (July 7, 2022)

Deloitte: New Capital Options Can Create New Opportunities for Family Enterprises

Deloitte has published an article, "New Capital Options Can Create New Opportunities for Family Enterprises," which discusses funding options to help family businesses grow. The article begins as follows: You’ve crafted a vision for your family enterprise. New funding options for business growth can help you transform that vision into a masterpiece. With the proper … Continue reading Deloitte: New Capital Options Can Create New Opportunities for Family Enterprises

Goldman Sachs: The Global Housing Market is Starting to Wobble as Central Banks Hike Rates (June 30, 2022)

Goldman Sachs has made available for download their article, titled "The Global Housing Market is Starting to Wobble as Central Banks Hike Rates." The article begins as follows: The pandemic-induced housing boom appears to be cooling off.From Toronto to Auckland, a slowdown in the housing market (the most interest-rate sensitive segment of the economy) is … Continue reading Goldman Sachs: The Global Housing Market is Starting to Wobble as Central Banks Hike Rates (June 30, 2022)

Muhammad Munir: Dower in Islamic Law and Pakistani Legal System (June 2, 2022)

Muhammad Munir, of the International Islamic University, Islamabad - Department of Law, has made available for download his article “Dower in Islamic Law and Pakistani Legal System”. The abstract is as follows: This work examines some of the crucial questions pertaining to dower under Islamic law and Pakistani legal system. The most important questions that … Continue reading Muhammad Munir: Dower in Islamic Law and Pakistani Legal System (June 2, 2022)

Albert Feuer: Would the Securing a Strong Retirement Act Secure More Retirement Equity? (June 14, 2022)

Albert Feuer, of Law Offices of Albert Feuer, has made available for download his article, "Would the Securing a Strong Retirement Act Secure More Retirement Equity?", published in the Tax Management Compensation Planning Journal. The abstract is as follows: On March 29, 2022 the House approved H.R. 2954 that is titled the Securing a Strong … Continue reading Albert Feuer: Would the Securing a Strong Retirement Act Secure More Retirement Equity? (June 14, 2022)

Financial Times: Tech experts urge Washington to resist crypto industry’s influence (June 1, 2022)

Scott Chipolina, in his Financial Times article, discusses expert criticism of the crypto industry. His article, “Tech experts urge Washington to resist crypto industry’s influence”, begins as follows: A group of renowned technologists has joined forces to urge US lawmakers to crack down on the burgeoning cryptocurrencies industry, marking the first concerted effort to counter well-financed lobbying … Continue reading Financial Times: Tech experts urge Washington to resist crypto industry’s influence (June 1, 2022)

David Handler, J.D, and Howard Sharfman: Don’t Want to Leave Money to Your Kids? You’ll Probably Change Your Mind (May 26, 2022)

 David Handler, J.D and Howard Sharfman, of Kiplinger.com, have made available for download their article, “Don’t Want to Leave Money to Your Kids? You’ll Probably Change Your Mind,” published in The Kiplinger Washington Editors. The article begins as follows: Some parents fear leaving their children too much money. They talk about their friend’s child, who ended up … Continue reading David Handler, J.D, and Howard Sharfman: Don’t Want to Leave Money to Your Kids? You’ll Probably Change Your Mind (May 26, 2022)

Ray Dalio: The Popping of the Bubble Stocks: An Update (May 2, 2022)

Ray Dalio has published an article, titled “The Popping of the Bubble Stocks: An Update” which discusses the latest indicators that may suggest that the stock market is in a bubble. The articles begins as follows: The latest readings from the “bubble indicator.”As you know, I like to convert my intuitive thinking into indicators which … Continue reading Ray Dalio: The Popping of the Bubble Stocks: An Update (May 2, 2022)

Journal of Accountancy: Help Clients Achieve Flexible Spending in Retirement (April 22, 2022)

Megan Hart has published an article on the Journal of Accountancy, "Help Clients Achieve Flexible Spending in Retirement". The article begins as follows: After decades of saving diligently to build up a strong retirement portfolio, it can be tough to flip the switch when it comes time to stop working, said Oscar Vives, CPA/PFS, a … Continue reading Journal of Accountancy: Help Clients Achieve Flexible Spending in Retirement (April 22, 2022)

Charles E. Rounds Jr.: The equity court is there for the trustee as well as the beneficiaries (May 1, 2022)

Charles E. Rounds Jr., of Suffolk University Law School, has made available for download his article, “The equity court is there for the trustee as well as the beneficiaries”, published in JDSUPRA. The abstract is as follows: Since time immemorial the chancery court has been the safe harbor that equity has afforded the trustee who … Continue reading Charles E. Rounds Jr.: The equity court is there for the trustee as well as the beneficiaries (May 1, 2022)

The Washington Post: The American retirement system is built for the rich (April 20, 2022)

The Washington Post has made available for download their article, “The American retirement system is built for the rich”, which discusses how tax legislation often yield generous benefits for high-income savers more so than for the other portions of the population. The article begins as follows: Democrats and Republicans in Congress don’t typically agree on tax … Continue reading The Washington Post: The American retirement system is built for the rich (April 20, 2022)

Brian G. Fredkin and Jason P. Trenton (Venable LLP): Private Placement Life Insurance as a Tool to Mitigate Taxes Despite Market Volatility and Global Uncertainty (April 21, 2022)

Brian G. Fredkin and Jason P. Trenton of Venable LLP, have made available for download their article, “Private Placement Life Insurance as a Tool to Mitigate Taxes Despite Market Volatility and Global Uncertainty”, posted on the Venable LLP website. The abstract is as follows: Despite recent volatility in the U.S. stock market, the rising costs of … Continue reading Brian G. Fredkin and Jason P. Trenton (Venable LLP): Private Placement Life Insurance as a Tool to Mitigate Taxes Despite Market Volatility and Global Uncertainty (April 21, 2022)

NY Times: Reverse Mortgages Are No Longer Just for Homeowners Short on Cash (April 1, 2022)

Susan B. Garland, in his New York Times article, discusses the advantages of reverse mortgages. His article, “What Retirement Means for Your Taxes”, begins as follows: After her husband died suddenly from a fall in 2016, Marjorie Fox decided to hold off on any big decisions. She waited two years to retire as a financial planner and … Continue reading NY Times: Reverse Mortgages Are No Longer Just for Homeowners Short on Cash (April 1, 2022)

Rebecca C. Morgan: Bill Introduced to Repeal Medicaid Estate Recovery (April 3, 2022)

Rebecca C. Morgan, of Stetson University Law School, has made available for download her article, “Bill Introduced to Repeal Medicaid Estate Recovery”, published on the Elder Law Prof Blog. The abstract is as follows: A bill, Stop Unfair Medicaid Recoveries Act, has been introduced in Congress to repeal Medicaid Estate Recovery and to limit liens.  The bill, HR … Continue reading Rebecca C. Morgan: Bill Introduced to Repeal Medicaid Estate Recovery (April 3, 2022)

Charles E. Rounds Jr.: Tracing and recovering real estate wrongfully removed from trusts: End-running the full-faith-and-credit obstacle (April 1, 2022) 

Charles E. Rounds Jr., of Suffolk University Law School, has made available for download his article, “Tracing and recovering real estate wrongfully removed from trusts: End-running the full-faith-and-credit obstacle”, published in JDSUPRA. The abstract is as follows: Judgments of the courts of the state where entrusted land is sited are binding on the courts of … Continue reading Charles E. Rounds Jr.: Tracing and recovering real estate wrongfully removed from trusts: End-running the full-faith-and-credit obstacle (April 1, 2022) 

Forbes: Secure 2.0 Retirement Bill Mandates Roths And More (March 31, 2022)

Forbes has published an article, “Secure 2.0 Retirement Bill Mandates Roths And More”, which discusses the numerous provisions of the big retirement bill that the House passed this week, known as Secure 2.0. The article begins as follows:  The big retirement bill that the House passed this week, known as Secure 2.0, has several provisions … Continue reading Forbes: Secure 2.0 Retirement Bill Mandates Roths And More (March 31, 2022)

NY Times: Trade Your Crypto. Buy Your NFTs. And Pay Your Taxes (March 26, 2022)

David Yaffe-Bellany and Ron Lieber, in their New York Times article, discusses tools that help investors better understand their returns on cryptocurrency. Their article, “Trade Your Crypto. Buy Your NFTs. And Pay Your Taxes”, begins as follows: The Internal Revenue Service may run on ancient technology, but that isn’t stopping it from taking its cut from your … Continue reading NY Times: Trade Your Crypto. Buy Your NFTs. And Pay Your Taxes (March 26, 2022)

Karen C. Burke: Sorting Out Partner Payments (September 3, 2021)

Karen C. Burke, of the University of Florida Levin College of Law, has made available for download her article, “Sorting Out Partner Payments”, published in the University of Florida Levin College of Law Research Paper, No. 22-12. The abstract is as follows: Congress enacted section 707 in 1954 to address the tax treatment of payments by … Continue reading Karen C. Burke: Sorting Out Partner Payments (September 3, 2021)

Alex Harrington: Does My Family Member Need A Conservator? (March 16, 2022)

Alex Harrington of Burns & Levinson LLP has made available for download his article, “Does My Family Member Need a Conservator? What Would That Look Like?”, published in JDSUPRA. The abstract is as follows: It can be difficult to talk with loved ones about protecting their assets or managing their financial affairs. Even if you … Continue reading Alex Harrington: Does My Family Member Need A Conservator? (March 16, 2022)

Charles E. Rounds Jr.: Good luck to the trustee who would endeavor to forge beneficiary-consensus as to ESG Investing objectives (March 13, 2022)

Charles E. Rounds Jr., of Suffolk University Law School, has made available for download his article, “Good luck to the trustee who would endeavor to forge beneficiary-consensus as to ESG Investing objectives”, published in JDSUPRA. The abstract is as follows: Social investing (SRI/ESG Investing) of assets subject to an irrevocable trust implicates the trustee’s duty … Continue reading Charles E. Rounds Jr.: Good luck to the trustee who would endeavor to forge beneficiary-consensus as to ESG Investing objectives (March 13, 2022)