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)

Florida Probate & Trust Litigation Blog: Do you need a court order to file a late elective-share claim? (March 21, 2022)

Juan C. Antúnez, in his Florida Probate & Trust Litigation Blog, discusses a surviving spouse’s right to an “elective share”. The article begins as follows: A surviving spouse’s right to an “elective share” reflects Florida’s strong public policy favoring the protection of surviving spouses. On the other hand, the fact that elective-share claims are subject … Continue reading Florida Probate & Trust Litigation Blog: Do you need a court order to file a late elective-share claim? (March 21, 2022)

Procedurally Taxing: You Call That “Notice”? Seriously? (March 24, 2022)

A guest blogger has made available for download their article, “You Call That “Notice”? Seriously?” published on the Procedurally Taxing blog. The article begins as follows: Last April, I wrote (see here and here and here) about the Federal Circuit’s decision in General Mills, Inc. v. United States, 957 F.3d 1275 (Fed. Cir. 2020), aff’g 123 Fed. Cl. 576 (2015).  The briefs on appeal are available … Continue reading Procedurally Taxing: You Call That “Notice”? Seriously? (March 24, 2022)

Forbes: Garnishment of Non-Party LLC’s Bank Account Disallowed In McLeod (March 17, 2022)

Forbes has published an article, "Garnishment of Non-Party LLC's Bank Account Disallowed In McLeod", which discusses McLeod's new garnishments summoned to three banks for any accounts held by defendants and also his motion for entry of the charging order against Robert Bruce's farming business. The article begins as follows: Plaintiff, Richard McLeod, obtained a default … Continue reading Forbes: Garnishment of Non-Party LLC’s Bank Account Disallowed In McLeod (March 17, 2022)

Axios: China is making billionaires much faster than the U.S. (March 20, 2022)

Hope King, in her Axios article, discusses the concepts of how China is producing new millionaires - especially female billionaires - must faster than any country in the world, including the United States. Their article, "China is making billionaires much faster than the U.S.", begins as follows: China has been producing new billionaires — especially … Continue reading Axios: China is making billionaires much faster than the U.S. (March 20, 2022)

TaxProfBlog: The Tax Lawyer Publishes New Issue (March 17, 2022)

Paul Caron has published an article on the TaxProf Blog, titled “The Tax Lawyer Publishes New Issue”, which discusses the Tax Lawyer's has recent publication of Vol. 75, No. 2 . The article begins as follows: The Tax Lawyer has published Vol. 75, No. 2 (Winter 2022):Ryan M. Gurule (FACT Coalition), Captured: Regulating to 1.5C Through Tax and Escaping from Regressive … Continue reading TaxProfBlog: The Tax Lawyer Publishes New Issue (March 17, 2022)

Desmond Oriakhogba and Gloria Adeola-Adedipe: Posthumous Control of Copyright, Its Limitations and the Public Interest (March 2, 2022)

Desmond Oriakhogba and Gloria Adeola-Adedipe of University of Venda and the Nigerian Institute of Advanced Legal Studies have made available for download their article, "Posthumous Control of Copyright, Its Limitations and the Public Interest," published in (2021) 8(2) Journal of Comparative Law in Africa 32-63. The abstract is as follows: Conducted as a desk research, … Continue reading Desmond Oriakhogba and Gloria Adeola-Adedipe: Posthumous Control of Copyright, Its Limitations and the Public Interest (March 2, 2022)

Andrew Godwin: Book Review: A Better Understanding of Common Law Ownership of Trust Property and its Introduction in China Through Comparative Studies (March 1, 2022)

Andrew Godwin, of Melbourne Law School, has made available for download his article, “Book Review: A Better Understanding of Common Law Ownership of Trust Property and its Introduction in China Through Comparative Studies”, published in Australian Journal of Asian Law, Vol. 22, No. 1, Article 8: 115-117, 2022. The abstract is as follows: Book review … Continue reading Andrew Godwin: Book Review: A Better Understanding of Common Law Ownership of Trust Property and its Introduction in China Through Comparative Studies (March 1, 2022)

Forbes: Federal Prosecutors Coming Down Hard On Abusive Conservation Easement Promoters (March 5, 2022)

Forbes has published an article, “Federal Prosecutors Coming Down Hard On Abusive Conservation Easement Promoters”, which discusses punishments for those that utilize Syndicated Conservation Easement (SCE) products. The article begins as follows:  Syndicated Conservation Easement (SCE) products aren’t produced in vacuums. There are teams of people constructing and assembling a variety of documents that support … Continue reading Forbes: Federal Prosecutors Coming Down Hard On Abusive Conservation Easement Promoters (March 5, 2022)

Axios: White House issues executive order on regulating cryptocurrencies (March 9, 2022)

Ryan Lawler, in his Axios article, discusses the Biden administration's development of cryptocurrency regulating policy and its ramifications. Their article, “White House issues executive order on regulating cryptocurrencies”, begins as follows: President Biden will issue a wide-ranging executive order today for multiple government agencies to develop policy recommendations on digital assets and cryptocurrencies.Why it matters: The order is … Continue reading Axios: White House issues executive order on regulating cryptocurrencies (March 9, 2022)

Taxpayer Advocate Service – TAS Tax Tip: Use caution when paying or receiving payments from friends or family members using cash payment apps (March 8, 2022)

The Taxpayer Advocate Service has published an article titled “TAS Tax Tip: Use caution when paying or receiving payments from friends or family members using cash payment apps”. The article begins as follows: Here’s something important to pay attention to this year if you use certain cash applications to send or receive money from others … Continue reading Taxpayer Advocate Service – TAS Tax Tip: Use caution when paying or receiving payments from friends or family members using cash payment apps (March 8, 2022)

Holland & Knight Alert: Governor Signs Amendment to New York Remote Online Notarization Bill (March 9, 2021)

Joshua C. Prever, Douglas I. Youngman, and Brian J. Goodrich of Holland & Knight LLP, have made available for download their article, “Governor Signs Amendment to New York Remote Online Notarization Bill” published as a Holland & Knight Alert. The article begins as follows: New York Gov. Kathy Hochul has signed Senate Bill 7780, which … Continue reading Holland & Knight Alert: Governor Signs Amendment to New York Remote Online Notarization Bill (March 9, 2021)

Richard F. Storrow: Cross-Border Attestation and Interjurisdictional Wills (January 21, 2021)

Richard F. Storrow of City University of New York School of Law, has made available for download his article, "Cross-Border Attestation and Interjurisdictional Wills," published in ACTEC Law Journal, Vol. 47, p. 121, 2021. The abstract is as follows: After nearly two years of difficult effort to contain the coronavirus outbreak, remoteness is firmly embedded in … Continue reading Richard F. Storrow: Cross-Border Attestation and Interjurisdictional Wills (January 21, 2021)

Sifted: What do startup founders pay themselves? (February 28, 2022)

Sifted has made available for download their article, “What do startup founders pay themselves?”, published in Sifted. The article begins as follows: When you’re a startup founder, the question of how much to pay yourself is not always straightforward.For Jeff Gardner, founder of personal finance tool Praxeo, figuring out what was “reasonable” was nigh on … Continue reading Sifted: What do startup founders pay themselves? (February 28, 2022)

Proskauer Rose LLP: Wealth Management Update – March 2022 (March 4, 2022)

Proskauer Rose LLP has made available for download their article, “Wealth Management Update - March 2022,” published in JDSUPRA. The abstract is as follows: March 2022 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split-Interest Charitable TrustsThe March Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, … Continue reading Proskauer Rose LLP: Wealth Management Update – March 2022 (March 4, 2022)

FREOPP: Is Graduate School Worth It? A Comprehensive Return on Investment Analysis (February 24, 2022)

Preston Cooper has published an article in FREOPP, titled "Is Graduate School Worth It? A Comprehensive Return on Investment Analysis," which discusses key findings and an executive summary on the net financial value of most graduate degrees. The article begins as follows: Key findings:This report estimates return on investment (ROI) — the increase in lifetime … Continue reading FREOPP: Is Graduate School Worth It? A Comprehensive Return on Investment Analysis (February 24, 2022)

Ray Dalio: The Changing World Order: Focusing on External Conflict and the Russia-Ukraine-NATO Situation (March 1, 2022)

Ray Dalio has published an article, titled "The Changing World Order: Focusing on External Conflict and the Russia-Ukraine-NATO Situation" which discusses the rapidly changing conflict in the Russia, Ukraine, and NATO situation. The articles begins as follows: History is changing fast—in fact so fast that it won’t be long after you read this that dramatic … Continue reading Ray Dalio: The Changing World Order: Focusing on External Conflict and the Russia-Ukraine-NATO Situation (March 1, 2022)