New Report Highlights Potential Impact of Federal Tax Reform on Charitable Giving

May 19th, 2017  | by Michael Fisher

This is a follow up to our April 28th post regarding how the tax proposals of the Trump administration might impact charitable giving.  A new report issued by Independent Sector and the Indiana University Lilly Family School of Philanthropy provides valuable insight.  The report found that a combination of several tax reform proposals – including…

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“Laws With Unintended Consequences? Tax Reform and Nonprofits”

April 28th, 2017  | by Michael Fisher

There is much to consider with regard to tax policy and the Trump administration’s proposed reforms.  Nonprofit organizations are mindful of unintended consequences that may impact individual charitable giving and thus their viability and future.  We offer this article by Tim Delaney, the President and CEO of the National Council of Nonprofits as evidence.  We…

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FIVE THINGS INVESTORS SHOULD KNOW ABOUT THE NEW “FIDUCIARY RULE”

April 27th, 2017  | by James Ramsey

Mark Twain once said: “I am more concerned about the return OF my money than the return ON my money.” With deference to Mr. Twain’s view, here are five things for investors to consider about the U.S. Department of Labor’s new Fiduciary Rule and the “return ON your money.” 1) INVESTORS MAY BE SURPRISED TO…

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The Outsourced Chief Investment Officer

April 23rd, 2017  | by Andrew Berg

Across the globe a once familiar figure is increasingly absent: the CIO. A look at some of the trends and considerations for outsourced chief investment officers. Budget pressures in a low return environment combined with increased investment complexity and regulatory/fiduciary risks, means that endowment boards and trustees across the globe are increasingly considering outsourcing their…

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Succession Planning for Family-Owned Businesses

April 15th, 2017  | by Ashley Moore Remmers

If you own a business and hope that ownership by your family continues beyond your tenure, there are many questions to consider as you begin to transfer it to another generation. Management Succession First, take an audit of contributing family members to confirm their interest in continuing to work for the business. Consider as well any family members who…

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