Morning Memo
 
Wealth Management Morning Memo

APRIL 6, 2023

HIGH NET WORTH

IRS Warns of Schemes Aimed at Wealthy Taxpayers

Highlights include CRATs and monetized installment sales.

FULL ARTICLE

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TECHNOLOGY

RIA Savvy Wealth Introduces Direct Indexing Tool

About 10%-15% of the RIA’s billable assets are now on the direct indexing platform, built through a combination of outside partnerships and proprietary technology.  

FULL ARTICLE

SPONSORED CONTENT

Introduction to Farmland Investing

Amidst today’s heightened market uncertainty, where can investors turn? This paper highlights the unique characteristics of farmland, a historically stable, uncorrelated real asset.

DOWNLOAD NOW

REGULATION AND COMPLIANCE

Former Oregon Broker Sentenced to 4 Years In Prison For Tax Evasion

James Millegan didn’t pay more than $2.5 million in taxes, and instead used the money for personal expenses, including a classic Rolls Royce.  

FULL ARTICLE

REAL ESTATE

UPREITs: Keeping Real Estate Investments in Play

This latest evolution in the DST space last year raised a record $9 billion.

FULL ARTICLE

SPONSORED WEBINAR

Investing For The Long Run: How Hedged Equity Can Help Investors Stay The Course

Join the conversation on Wed. Apr. 12th as our presenters dig into how diversification has failed investors for decades, not just in 2022, and how to navigate this uncertain market.

REGISTER NOW

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