Links to news and other resources
"Newman's Own" Exception for Excess Business Holdings Included in 2018 Budget Act.
The New Tax on Harvard - A 1.4% excise tax on its $37 billion endowment.
Harvard Endowment - Alums say "Buy Index Funds".
JPMorgan Ordered to Pay More Than $4 Billion to Widow and Family.
Selected Highlights of 2017 Tax Act by Steve Akers of Bessemer Trust.
The Markings of a True Destination RIA.
Schwab says Valuation of Independent Firms is Higher than Wirehouses.
American Bar Association: "How to Start and Run a Paperless Office" by Nerino J. Petro, Jr.
U.S. Supreme Court to Review Bid to Collect Internet Sales Tax.
Carlyn S. McCaffrey and John A. McCaffrey, Rationalizing the State Income Taxation of Trusts – Chasing Quill Feathers in the Wind.
Why South Dakota is a Tax Haven for the Rich.
The World's Favorite New Tax Haven is the United States.
Can Another State Tax Your Trust?
New Hampshire's Liberalized Laws Lure Trusts in Droves.