Wealth X: Ultra Wealthy Population Analysis: The World Ultra Wealth Report 2019

Wealth X has released and made available for download the seventh edition of its World Ultra Wealth Report, which analyzes the state of the world’s ultra wealthy population, or those with $30m or more in net worth, which showed muted growth in 2018, rising by 0.8% to 265,490 individuals. This subdued increase comes on the … Continue reading Wealth X: Ultra Wealthy Population Analysis: The World Ultra Wealth Report 2019

Free HBR Webinar: The Secrets of Strong Family Businesses

The Harvard Business Review is offering a free webinar on The Secrets of Strong Family Businesses on November 12, from 12-1 pm EST. The Abstract is as follows: Family businesses are the cornerstone of most national economies. They can create jobs, spur innovation, and drive superior returns. But most family businesses fail to last through … Continue reading Free HBR Webinar: The Secrets of Strong Family Businesses

Haneman, Intergenerational Equity, Student Loan Debt, and Taxing Rich Dead People, 39 Va. Tax Rev. ___ (2020)

Victoria J. Haneman has made available for download her article, Intergenerational Equity, Student Loan Debt, and Taxing Rich Dead People, to be published in the Virginia Tax Review. The Abstract is as follows: Once upon a time, there was a generation of indentured servants called Millennials. They were beautiful and mysterious and clever and feckless, in … Continue reading Haneman, Intergenerational Equity, Student Loan Debt, and Taxing Rich Dead People, 39 Va. Tax Rev. ___ (2020)

Bill + Melinda Gates Foundation Annual 2019 Goalkeepers Report: Examining Inequality

The Bill & Melinda Gates Foundation has published its annual Goalkeepers Report for 2019, Examining Inequality. Its report begins as follows: We were born in a wealthy country to white, well-off parents who lived in thriving communities and were able to send us to excellent schools. These factors, among many others, put us in a … Continue reading Bill + Melinda Gates Foundation Annual 2019 Goalkeepers Report: Examining Inequality

Smith, Zidar & Zwick: Top Wealth in the United States: New Estimates and Implications for Taxing the Rich, NYU Tax Policy Colloquium Series (2019)

Eric Zwick, Chicago Booth and NBER, presented Top Wealth in the United States: New Estimates and Implications for Taxing the Rich, along with Matthew Smith, U.S. Treasury Department, and Owen Zidar, Princeton, at NYU last week as part of its Tax Policy Colloquium Series hosted by Lily Batchelder and Daniel Shaviro. The Abstract for this presentation is as follows: This paper uses … Continue reading Smith, Zidar & Zwick: Top Wealth in the United States: New Estimates and Implications for Taxing the Rich, NYU Tax Policy Colloquium Series (2019)

Commentary.Omnibus.2019.09.02: Are You Really Prepared To Weather A Recession, and More!

Adkisson, Are You Really Prepared To Weather A Recession?Kotlikoff, Ask Larry: Will Social Security Retirement Benefits At 62 Reduce Later Survivor's Benefits?Caron, WSJ: Democrats’ Emerging Tax Idea: Look Beyond Income, Target WealthClark, FASuccess Ep 139: Plugging In For Large Firm Support To Refocus Your Time On Clients Instead, with Michele ClarkPearce, Managing And Nurturing Clients … Continue reading Commentary.Omnibus.2019.09.02: Are You Really Prepared To Weather A Recession, and More!