Blogs March 26, 2020 Trends Watch: Alternatives – Options and Diversification

A conversation with Nelson Chu, founder and CEO of Cadence, on his optimism for alternatives.

Blogs March 19, 2020 Trends Watch: Private Credit

A conversation with Rodolfo Sánchez-Colberg of Parliament Capital Management where he discusses alternatives and their growth as an asset class and in terms of allocation within client investment portfolios.

Blogs March 12, 2020 Trends Watch: Health Care Blockchain

A conversation with Pancho Vanhees of SAVA Investment Management regarding disruption in the health care industry using blockchain technology for care coordination, administration, and payments.

Blogs March 11, 2020 IRS Provides Filing Relief to Certain Foreign Trusts Providing Retirement, Medical, and Educational Benefits

A discussion of Revenue Procedure 2020-17, wherein the IRS has designed a procedure whereby certain U.S. persons having an interest in tax-favored foreign trusts established and operated exclusively or almost exclusively to provide pension or retirem…

Blogs March 11, 2020 New Jersey Enacts Pass-Through Entity Tax Election to Combat $10,000 SALT Cap

NJ Governor Phil Murphy signed into law SB3246 in January 2020, the “Pass-Through Business Alternative Income Tax Act,” that enacts some type of entity-level tax on pass-through entities (PTEs).

Blogs March 11, 2020 What the Fed Report on U.S. Household Debt Means for Housing

The Q4 2019 Fed report on household debt shows a record high. Will this make it more difficult for home buyers to get mortgages, or will historically low unemployment along with recent growth in wages offset that?

Blogs March 06, 2020 How School Board Members Can Help Combat Fraud

School board members, while often not financial professionals, have an obligation to help establish the proper controls as well as ask the right questions in an effort to mitigate fraud in the school system.

Blogs March 05, 2020 Trends Watch: Venture Capital Deals and Opportunities

A conversation with Nick Markola or VU Venture Partners based on the outlook for venture capital and featuring insight into deals and opportunities in fintech, frontier, consumer and health care.

Blogs March 04, 2020 An Update on the Implementation of the New FATF Travel Rule Requirements

Further discussion of FATF’s implementation of the new requirements for the provisioning of personal identifiable information (PII) regarding users involved in crypto transactions totaling more than $1000 USD/EUR, as well as Virtual Asset Service Pro…