It's Going to Get Worse
Half a century ago, the economic historian Karl Polanyi argued in the classic book The Great Transformation that self-regulating markets never work and...
Clients Cashing Out?
What do clients do with the cash when they receive large cash payments from, say, the sale of a business or a significant asset, such as a house or a...
A SARBANES-OXLEY FOR CHARITIES
David T. Leibell and Daniel L. Daniels of Cummings & Lockwood LLC in Stamford, Conn. report: On June 14, 2007, the Internal Revenue Service released for...
HOW THE HARVARD CRT TECHNIQUE WORKS
Dear Editor: The March issue's, Charitable Giving, column in the Briefing section described private letter rulings issued to Harvard University in 2003...
Alternative Investments: Perils for IRA Trustees
Trustees of individual retirement accounts (IRAs) have increasingly seen participants turning to nontraditional or alternative investments in their accounts....
Related Links
Planner's Thoughts (California)
strattonfinancial.blogspot.comPublished by Larry Stratton, principal in the financial planning firm of Stratton Financial and Estate Planning, in Southern California's San Gabriel Valley. From the website: "This blog is devoted to financial and estate planning issues. Stratton Financial is a California Registered Investment Advisor, serving clients throughout the State of California."
John B. Levy Real Estate Investment Podcasts
nreionline.com/jb_levy_podcastAmid the current credit crunch, commercial real estate borrowers are assessing the impact on their portfolios and investment strategies. In the two podcasts titled "The End of Free Money," investment banker John B. Levy analyzes today's market turbulence and offers practical advice. Levy is a former columnist for Barron's and NREI. Look for more future installments as events unfold.
Advisory Board -
Investments Committee
Ajay Badlani (chair)
The Citigroup Private BankEdward J. Finley II
JPMorgan Private BankMichael E. Lewitt
Harch Capital Management, IncElizabeth Miller
Trevor Stewart Burton & Jacobsen Inc.Andrew M. Parker
Bessemer TrustPatricia M. Stewart
JPMorgan Private BankComplete list of the Trusts & Estates Editorial Advisory Board
