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A look at the success (or lack thereof) of global economic trade meetings over the last several years.

The Federal Reserve cut interest rates by a quarter percentage point. The Fed also announced that it would end the runoff of its $3.8 trillion asset portfolio two months earlier than previously planned.

An overview of the federal regulations requiring banks to report deposits and withdrawals of more than $10,000 to the IRS. Also includes the required turnaround time and penalties for failing to report.

A discussion of the recently-released anti-clawback regulations, governing taxpayers’ use of the doubled basic exclusion amount for gifts.

A look at various estate tax issues for U.S. and Israeli decedents holding U.S. property.

On June 21, 2019, the U.S. Supreme Court, in North Carolina Dept. of Revenue v. Kimberly Rice Kaestner 1992 Family Trust, held that North Carolina’s statute imposing income tax on a trust solely because the beneficiaries were North Carolina residents was unconstitutional.

EisnerAmper PWA group panel discussion explores private aviation as an alternative to commercial travel, the latest trends and available options, tax considerations and other issues.

Candice Meth, the partner-in-charge of EisnerAmper’s Not-for-Profit Services Practice, moderated a discussion titled “The Next Generation of Philanthropy" about how there are some new directions taking place in the philanthropy world.

Member of the Consensus Group presented an interactive workshop where the speakers demonstrated how to engage in meaningful conversations in ways that protect family relationships and yield positive outcomes through role-playing.

The "Family Offices and Their Advisors Are Preparing for Tomorrow" summit will look at philanthropy, AI, outsourcing, and how some family offices have taken the private equity model of direct investing and made it part of their own standard procedures.

A successful succession plan is put into place to set up a smooth transition between you and the family member(s) who will be the future owners of the business. This can be complicated because of the familial relationships and emotions involved.

Justin Firestone, co-founding partner of Wheels Up, was the keynote speaker at EisnerAmper’s Inaugural South Florida Private Wealth Forum. Wheels Up is fast becoming known as the 'Uber' of private aviation.

David Young, president of Oxford Analytica, was the keynote speaker at EisnerAmper's South Florida Private Wealth Forum. Here is a recap of David’s remarks.

EisnerAmper recently hosted its 9th Annual Private Wealth & Family Office Summit featuring some of the leading minds in their fields as they discuss issues and events critical to our clients and friends.

EisnerAmper's first South Florida Private Wealth Forum covered trending topics such as real estate and alternative investments with an emphasis on the preservation and growth of personal wealth.

The 53rd Annual Heckerling Institute focused on estate and income tax planning techniques for modestly wealthy clients, and a questionnaire designed to identify individuals that are candidates to make current gifts of their basic exclusions.

Martin Hall introduced his session with the observation that most donors use a private foundation in order to accomplish their philanthropic objectives. But a private foundation is not the only option—and it may not be the most appropriate.

Roth IRAs provide tax-free income/appreciation build up and are not subject to the mandatory distribution rules at age 70½ that pertain to traditional IRAs – all of which make Roth IRAs powerful wealth building and tax planning tools.

The Heckerling Institute held its annual discussion of prior year recent developments, which was presented by Steve R. Akers, Samuel A. Donaldson and Amy K. Kanyuk. This is a summary of some of the highlights of that presentation.

Christopher R. Hoyt from the University of Missouri School of Law presented three charitable planning techniques with retirement accounts - The Charitable IRA Rollover, Income Tax Deductions for Charitable Bequests and Income-based Charitable Bequests.