In a recent newsletter, CCH, a tax services conglomerate, highlighted a decision by the Tax Court that the California-based Foundation of Human Understanding is not a religious organization "because its associational activities were incidental to its primary functions of writing,...
Recently in Multigenerational Values Category
Moses Singer LLP has made announcement highlighting a change in New York law that makes no-fault divorce an option for residents of the state. Prior to this development, New Yorkers needed to show proof of fault to make divorce proceedings...
The latest issue of the Family Business Newsletter, which serves as a guide for family owned companies, provides news updates on the most recent developments in companies that are intertwined with a family history. In this edition: Tuttle family will...
Continue reading "Family Business Newsletter: August 3, 2010"
Claire Bradley of Forbes Magazine has published an article which notes the financial risk of college debt for students and parents. She observes that the $20,000 in debt the average undergraduate leaves school with can often balloon to an amount...
Continue reading "Forbes: The Dangers Of Paying For Your Kid's College"
Liz Davidson of Forbes Magazine has published an article that looks into the research on and guidance for raising fiscally responsible children. She reports that a child's ability to delay gratification is the one of the best predictors of financial...
Continue reading "Forbes: How To Raise Financially Responsible Children"
The Center for Elder Law in Troy, Michigan, is has announced its Home Sweet Home Initiative. The Center's experienced elder law attorneys have helped thousands of Michigan families protect the savings of a lifetime from being spent on nursing homes and are now able to give...
Continue reading "Elder Law Center Launches "The Home Sweet Home Initiative" "
Robert Frank who writes The Wealth Report for The Wall Street Journal has published a post about Pablo Eisenberg, senior fellow at the Georgetown Public Policy Institute, whose recent essay argues that rather than helping the poor, the Buffet-Gates Pledge...
Continue reading "Pablo Eisenberg: Will Buffett-Gates Pledge Really Help the Poor?"
Lauren Saunders and Mary Pilon of The Wall Street Journal have published an article discussing the "death incentive" created by this year's lapse in the estate tax. The authors reflect that few Washington insiders never really expected that Congress would...
Continue reading "To Be or Not to Be (Taxed): Estate Tax Lapse Incentivizes Morbid Considerations"
On June 8, 2010, Commissioner of Internal Revenue Douglas H. Shulman discussed international tax administration, offshore tax compliance and information exchanges before the Business and Industry Advisory Committee to the Organization for Economic Co-operation and Development. Shulman emphasized that the...
Catherine M.A. McCauliff has posted an article titled "Didn't Your Mother Teach You to Share?: Wealth, Lobbying and Distributive Justice in the Wake of the Economic Crisis," on SSRN. The abstract is below:"My article entitled, Didn't Your Mother Teach You...
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Family Business Magazine and Stetson University's Family Enterprise Center are joining together to present a new joint conference, "Transitions: The Changing Environment for Family Companies," to be held April 15-16 at the Celebration Hotel in Celebration, Florida. The conference will...
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David C. Yamada has posted an article on SSRN titled "The Looming Twenty-First Century Generation Gap: Economic Challenges Facing Younger Workers." The abstract follows below: "Younger adults preparing to enter today's workforce face a confluence of economic challenges unknown to...
Rebecca C. Morgan, Director, Center for Excellence in Elder Law, Stetson University College of Law), has published an article titled The New Importance of Advance Directives, 2 Estate Plan. & Community Prop. L.J. 1 (2009). An excerpt from the introduction...
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The Federal Interagency on Aging-Related Statistics has released a report titled "Older Americans 2008: Key Indicators of Well Being." This report provides the latest data on the 38 key indicators selected by the Forum to portray aspects of the lives...
The NY Times has published an article, Wealth Matters - Teaching The Entitled Young the Financial Facts of Life, which discusses the concern of wealthy families that their children will develop a sense of entitlement and, as a result, be...