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Right to Advertisement | money management

In recent years, the right to publicity has come under considerable scrutiny related to its use and value. In perhaps…

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How to guide the conversation about sustainable investing

Climate change; racial and gender diversity; Stakeholder Capitalism—Many years ago, investment advisors might have been surprised to hear these terms…

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What do office workers want? it’s not what you think

As the COVID-19 pandemic seems to ease around the world, more and more companies are taking temporary steps towards normalcy.…

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Tax Law Update: March 2022

• The Internal Revenue Service adds four new “no rules” areas to trusts and estates—Revenue Process 2022-3 added the following…

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Getting a Family Business Owner to Work on Succession Planning

Many of us have heard family business statistics before, but they’re worth repeating. About 90% of American businesses are family…

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Airbnb beats pandemic with ‘best of the year’

(Bloomberg) — Airbnb Inc. beat revenue and profit estimates in the fourth quarter, sparking a resurgence wave of COVID-19 infections…

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US Grantor Trust with Israeli Resident Beneficiaries

Trusts created in the United States require special consideration and care if the trust agreement allows distributions to be made…

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Screening Clients to Avoid Problems Before They Develop

In our enthusiasm to create a book of business, there can sometimes be a temptation, when a potential customer presents…

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On the cover: March 2022

pelham bay Sold for $55,000 at Swan Auction Gallery by Daniel Celentano WPA Artists Sale on Jan. 27, 2022 in…

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Note from the editor: March 2022

Editor-in-Chief Susan R. Lipp discusses this month’s issue.

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