View Online

AUGUST 22, 2022

PHILANTHROPY

Eight Year-End Charitable Giving Strategies

Sam Kang, Caleb Lund and Hayden Adams |

Help clients give more while saving on 2022 taxes; deadlines always come faster than expected.

FULL ARTICLE

REGULATION AND COMPLIANCE

DOJ: California Man Used 'Hundreds' of Advisors in $300M Ponzi Scheme

Patrick Donachie

Scott Kohn worked with a network of hundreds of financial advisors and insurance agents, several now barred by FINRA, as part of a scheme targeting seniors and veterans, the DOJ says.

FULL ARTICLE

2022 MIDYEAR OUTLOOK

Behaving Badly: Managing Behavioral Finance in a Bear Market

Sponsored by CUNA Mutual Group

Learn to gauge your true appetite for risk and manage negative behavior that encourages rash moves.

LEARN MORE

REAL ESTATE

How an Online Marketplace Tackles the Problem of Illiquidity in Private Real Estate Investments

Jenn Elliot

Realto Inc. has created a platform for secondary trading of illiquid real estate investments and alternative securities.

FULL ARTICLE

REGULATION AND COMPLIANCE

Want a Better IRS? Simplify the Tax Code

Clive Crook

The biggest problem facing the IRS isn’t bad management or lack of resources, but the metastasizing complexity of the tax rules it must administer.

FULL ARTICLE

Advertisement