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)

HBR: Stop the Meeting Madness (July-August 2017)

Leslie A. Perlow, Constance Noonan Hadley, and Eunice Eun have published their Harvard Business Review article, “Stop the Meeting Madness”. The summary is as follows: Many executives feel overwhelmed by meetings, and no wonder: On average, they spend nearly 23 hours a week in them, up from less than 10 hours in the 1960s. What’s more, the … Continue reading HBR: Stop the Meeting Madness (July-August 2017)

World Economic Forum: On the Agenda (May 2022)

DAVOS 2022 This is the future of work, according to experts at Davos 2022 by Kate Whitling DAVOS 2022 Davos 2022 - what just happened? 9 things to know by Gayle Markovitz GLOBAL HEALTH What you need to know about monkeypox by Kelly McCain Click here to see the full article: World Economic Forum: On … Continue reading World Economic Forum: On the Agenda (May 2022)

Fortune: Coinbase earnings were bad. Worse still, the crypto exchange is now warning that bankruptcy could wipe out user funds (May 11, 2022)

Nicholas Gordon, of Fortune, has published his article “Coinbase earnings were bad. Worse still, the crypto exchange is now warning that bankruptcy could wipe out user funds”. The abstract is as follows: Hidden away in Coinbase Global’s disappointing first-quarter earnings report—in which the U.S.'s largest cryptocurrency exchange reported a quarterly loss of $430 million and a 19% drop in … Continue reading Fortune: Coinbase earnings were bad. Worse still, the crypto exchange is now warning that bankruptcy could wipe out user funds (May 11, 2022)

Forbes: American Elders Are Short-Changed 5 Years of Healthy Retirement (April 7, 2022)

Forbes has published an article, “American Elders Are Short-Changed 5 Years Of Healthy Retirement”, which discusses the gap in healthy retirement between American elders and elders of comparable wealthy nations. The article begins as follows:  America’s elders die sooner and are sicker than their counterparts in other rich nations. American elders also must work longer … Continue reading Forbes: American Elders Are Short-Changed 5 Years of Healthy Retirement (April 7, 2022)

Daily Mail: The only man Elon trusts to look after his $240 billion: Secretive friend who runs Musk’s family office controls his wealth – but also helped him investigate ‘pedo guy’ and was fired by Merrill Lynch (April 27, 2022)

Daily Mail has published an article, “The only man Elon trusts to look after his $240 billion: Secretive friend who runs Musk's family office controls his wealth - but also helped him investigate 'pedo guy' and was fired by Merrill Lynch,” which discusses Jared Birchall who is Elon Musk's private wealth management advisor. The article … Continue reading Daily Mail: The only man Elon trusts to look after his $240 billion: Secretive friend who runs Musk’s family office controls his wealth – but also helped him investigate ‘pedo guy’ and was fired by Merrill Lynch (April 27, 2022)

Bridgewater – Global Observations: An Update from Our CIOs: What Was Coming Is Now Upon Us

Kyle Delaney, President and Chief Commercial Officer of Bridgewater, has made available for download his article, “An Update from Our CIOs: What Was Coming Is Now Upon Us". The abstract is as follows: MP3 reflationary policies produced massive injections of money and credit into economies, leading to high nominal growth, leading to self-reinforcing inflation, leading … Continue reading Bridgewater – Global Observations: An Update from Our CIOs: What Was Coming Is Now Upon Us

Forbes: Charitable Gifts Of NFTs: Liquidation Process (April 20, 2022)

Forbes has published an article, "Charitable Gifts of NFTs: Liquidation Process", which discusses how NFTs can be donated to charity. The article begins as follows: As discussed previously, NFTs could be donated to charity. If you are a nonprofit and are deciding whether to start accepting NFTs, one issue that you must address is how … Continue reading Forbes: Charitable Gifts Of NFTs: Liquidation Process (April 20, 2022)

Rocky Mengle: 14 States That Won’t Tax Your Pension (April 6, 2022)

Rocky Mengle, of Kiplinger.com, has made available for download his article, “14 States That Won't Tax Your Pension,” published in The Kiplinger Washington Editors. The article begins as follows: Congratulations if you're one of the lucky few who still have a traditional pension (a.k.a., a defined benefit plan). But once you've retired, remember that Uncle … Continue reading Rocky Mengle: 14 States That Won’t Tax Your Pension (April 6, 2022)

Kitces: Measuring The ‘Best’ Marketing Strategies And The Second Kitces Research Study On Advisor Marketing (April 18, 2022)

Kitces has made available for download their article, “Measuring The ‘Best’ Marketing Strategies And The Second Kitces Research Study On Advisor Marketing”, published on Kitces. The Executive Summary begins as follows: One of the largest hurdles for many financial advisors is not in developing the technical skills to be able to give good advice to … Continue reading Kitces: Measuring The ‘Best’ Marketing Strategies And The Second Kitces Research Study On Advisor Marketing (April 18, 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)

Everything Lubbock: Oregon ends residency rule for medically assisted suicide (March 28, 2022)

Everything Lubbock has published an article, “Oregon ends residency rule for medically assisted suicide,” which discusses how Oregon will no longer require people to be residents of the state to use its law allowing terminally ill people to receive lethal medication.. The article begins as follows: Oregon will no longer require people to be residents … Continue reading Everything Lubbock: Oregon ends residency rule for medically assisted suicide (March 28, 2022)

HBR: Building Healthy Habits When You’re Truly Exhausted (April 1, 2022)

Elizabeth Grace Saunders has published her Harvard Business Review article, "Building Healthy Habits When You’re Truly Exhausted". The article begins as follows: Forming a new habit in the best of times can be difficult, let alone trying to make changes when you’re already spent. The last couple of years have stretched almost everyone. And you … Continue reading HBR: Building Healthy Habits When You’re Truly Exhausted (April 1, 2022)

Elder Law Prof Blog: Challenge to Residency Requirement in Oregon Medical Aid-in-Dying Statute (March 29, 2022)

Rebecca C. Morgan, of Stetson University College of Law, has made available for download her article, "Challenge to Residency Requirement in Oregon Medical Aid-in-Dying Statute", which brings to attention a lawsuit challenging the residency requirement being filed as a result of a settlement. The article begins as follows: The Associated Press reported that Oregon ends residency … Continue reading Elder Law Prof Blog: Challenge to Residency Requirement in Oregon Medical Aid-in-Dying Statute (March 29, 2022)

Federal Tax Crimes: More District Court Thrashing Around on Arbitrary and Capricious Calculation of Willful FBAR Penalties (March 30, 2022)

Jack Townsend has made available for download his article, “More District Court Thrashing Around on Arbitrary and Capricious Calculation of Willful FBAR Penalties", published on his Federal Tax Crimes blog. The abstract is as follows: I have written before on the saga of Timberly Hughes.  Court Sustains Willful FBAR Penalty for Two of Four Years (Federal Tax … Continue reading Federal Tax Crimes: More District Court Thrashing Around on Arbitrary and Capricious Calculation of Willful FBAR Penalties (March 30, 2022)

Frank Santoro: The Case Settled (March 29, 2021)

Frank Santoro, of New York Trusts & Estates Litigation Blog, has published his article titled “The Case Settled,” where he describes the benefits of settlements using the example of Matters of Eckert. The summary is as follows: Courts greatly appreciate when parties settle their disputes by agreement.  Settlements alleviate the courts of the burden of overwhelming caseloads, and further … Continue reading Frank Santoro: The Case Settled (March 29, 2021)

Kitces: 10 Key Performance Indicators For Financial Advisory Firms To Compare With Industry Benchmarking Studies (March 28, 2022)

Kitces has made available for download their article, "10 Key Performance Indicators For Financial Advisory Firms To Compare With Industry Benchmarking Studies", published on Kitces. The Executive Summary is as follows: Industry benchmarking studies can be a valuable tool for advisory firm owners to make better business decisions. By compiling and publishing data on firms … Continue reading Kitces: 10 Key Performance Indicators For Financial Advisory Firms To Compare With Industry Benchmarking Studies (March 28, 2022)

AICPA Tax Insider (March 24, 2022): Auto depreciation limits leap with inflation; IRS waives estimated-tax penalties for farmers and fishermen; and More!

Auto depreciation limits leap with inflationThe IRS issued its annual inflation-adjusted update of depreciation limitations for passenger automobiles, including passenger vans and trucks, placed in service in 2022. IRS waives estimated-tax penalties for farmers and fishermenThe IRS, citing earlier problems e-filing a new form reporting S corporation owners' basis, has granted relief to certain farmers … Continue reading AICPA Tax Insider (March 24, 2022): Auto depreciation limits leap with inflation; IRS waives estimated-tax penalties for farmers and fishermen; and More!

Kitces Nerd’s Eye View : The 30-Minute Prospect Meeting: A Framework and Agenda That Convert By Focusing On The Prospect’s (Immediate) Problem (March 23, 2022)

Kitces Nerd's Eye View has made available for download for article, "The 30-Minute Prospect Meeting: A Framework and Agenda That Convert By Focusing On The Prospect's (Immediate) Problem". The article begins as follows: EXECUTIVE SUMMARYIn recent years, financial advisors have increasingly recognized that making a personal connection with prospective clients early in the process (as … Continue reading Kitces Nerd’s Eye View : The 30-Minute Prospect Meeting: A Framework and Agenda That Convert By Focusing On The Prospect’s (Immediate) Problem (March 23, 2022)