Forbes has published an article, “Understanding Depositor Remedies For FTX And Other Cryptocurrency Failures”, which discusses strategies to understand FTX and its challenges for creditors. The article begins as follows: Cryptocurrency company FTX and its young founder, Samuel Bankman-Fried (“Sam”), once were valued at nearly $30 billion. The company was a hub for all things … Continue reading Forbes: Understanding Depositor Remedies For FTX And Other Cryptocurrency Failures (December 12, 2022)

Kitces has made available for download their article, “Simplify Decision-Making For Clients By Shifting The Perspective To Their Future Selves”, published on Kitces. The Executive Summary is as follows: Change is difficult, and when faced with the prospect of a change, many people opt to stick with the status quo. This is even true in … Continue reading Kitces: Simplify Decision-Making For Clients By Shifting The Perspective To Their Future Selves (December 14, 2022)

David L.J.M. Skidmore, of Warner Norcross + Judd, has made available for download his article, “Can a Probate Court Appoint a Guardian for a Person Who Already has a Medical Decision-Maker in Place?”, published in JDSUPRA. The abstract is as follows: Under Michigan law, there are two alternate roles for making medical decisions for an … Continue reading David L.J.M. Skidmore: Can a Probate Court Appoint a Guardian for a Person Who Already has a Medical Decision-Maker in Place? (December 2, 2022)

Caroline Bruckner and Jonathan B. Forman have made available for download their article, "Women, Retirement, and the Growing Economy Workforce", published in the Georgia State Law Review, Volume 38 Issue 2, Winter 2022. The abstract is as follows: Gig work—the selling or renting of labor, effort, skills, and time outside of traditional employment—is a long-standing … Continue reading Caroline Bruckner and Jonathan B. Forman: Women, Retirement, and the Growing Economy Workforce (April 1, 2022)

Kitces has made available for download their article, “Tax Advice Restrictions For Financial Advisors: How To Offer Tax Planning And Remain In Compliance”, published on Kitces. The Executive Summary is as follows: Taxes are a central component of financial planning. Almost every financial planning issue – whether it is retirement, investments, cash flow, insurance, or … Continue reading Kitces: Tax Advice Restrictions For Financial Advisors: How To Offer Tax Planning And Remain In Compliance (November 30, 2022)

Forbes has published an article, “Year-End Planning In 2022 For Stock Comp: Tips From Leading Advisors Amid Down And Volatile Markets,” which discusses strategies for planning with equity comp during the end and start of the year. The abstract is as follows: Year-end and year-start are key periods for financial and tax planning if you … Continue reading Forbes: Year-End Planning In 2022 For Stock Comp: Tips From Leading Financial Advisors Amid Down And Volatile Markets (December 8, 2022)

Kitces has made available for download their article, “Establishing Solo 401(k) Plans For Self-Employed Workers: Options, Contribution Limits, Deadlines, And More!”, published in Kitces. The Executive Summary is as follows: Among the several different types of retirement plans that are available to self-employed workers, solo 401(k) plans can offer the most flexibility and the ability … Continue reading Kitces: Establishing Solo 401(k) Plans For Self-Employed Workers: Options, Contribution Limits, Deadlines, And More! (November 23, 2022)

Stephanie Everett has made available for download her article “Buying and Selling: Insights from The Law Practice Exchange 2022 Trends Report”, published on the Lawyerist blog. The abstract is as follows: The country’s leading law firm broker, The Law Practice Exchange (TLPE), has released its 2022 Trends Report on Law Firm Buying and Selling. The market for … Continue reading Stephanie Everett (Lawyerist): Buying and Selling: Insights from The Law Practice Exchange 2022 Trends Report (November 22, 2022)

Forbes has published an article, “7 Wash Sale Facts To Know Before Selling Stock For Tax Loss Harvesting”, which discusses strategies to prepare for future investments. The article begins as follows: Are you bullish about the stock markets in 2023? If so, you may be looking at year-end strategies to prepare for brighter investing horizons. … Continue reading Forbes: 7 Wash Sale Facts To Know Before Selling Stock For Tax Loss Harvesting (November 21, 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)

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, 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)

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)

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., 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)