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DECEMBER 31, 2018

The Trump Tax Fraud Timeline

Kenneth Boyd

The President's various fraud allegations over the past 25 years can teach us a great deal about the United States tax code.

FULL ARTICLE

Retirement

Stop the Reinvestment Insanity

Kevin McKinley

It might be better to take the cash from mutual fund distributions.

FULL ARTICLE

SPONSORED CONTENT

Crossroads: Critical Decisions to Evolve an RIA

Sponsored by BNY Mellon's Pershing

Is your independent RIA at a critical crossroads?

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Alternative Investments

Broader ESG Lessons from Embracing Islamic Finance

Naushad Virji

Naushad Virji of ShariaPortfolio lays out what advisors need to consider to win clients with specific needs.

FULL ARTICLE

SPONSORED CONTENT

Opening Doors to China's Markets

Sponsored by VanEck

Investors have growing opportunities to gain exposure to China's equity and bond markets.

FULL ARTICLE

Podcast

Comparing and Contrasting Grantor and Non-Grantor Trusts

Martin Shenkman and Jonathan Blattmachr

Martin Shenkman and Jonathan Blattmachr discuss the differences between grantor and non-grantor trusts and when to use either of them.

FULL ARTICLE

The Daily Brief

Aretha Franklin's Estate Reportedly Paid $3 Million In Taxes

Samuel Steinberger

Aretha Franklin's estate has already paid millions in taxes, according to estate attorney. It could owe more.

FULL ARTICLE

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