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…

Blogs March 04, 2020 PropTech: The Future Is Now for Real Estate

A recent conference in New York highlighted the growing use and significant cost savings for real estate developers in the area of property technology (“proptech”), such as data mining, IOT sensors and others.

Blogs February 28, 2020 Proposed Updates to Nonfinancial Assets Reporting

Discussion of the proposed regulations surrounding a not-for-profit’s reporting of contributed non-financial assets or “gifts-in-kind” – i.e., land, buildings, materials and supplies, food, clothing, etc.

Blogs February 27, 2020 Trends Watch: Venture Capital and Consumer Products

A conversation with Sumeet Shah of Swiftarc Ventures regarding venture capital investment in consumer goods, investment opportunity, and the impact of ‘personal brands’ on spending and behavior.