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Archive :
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2022: David Moore – One page biography.
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“Charitable Opportunities” Presentation by David B. Moore for the Spring 2022 workshop series
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The fastest-growing tool in the philanthropic arena is the donor advised fund.
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Cerulli research shows mountains of wealth will be looking for a home over the next 20 years.
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2022: ASK First Form filled out by Mark Wilson
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“Equity and Fixed Income Investing” Presentation by Mark Wilson for the Spring 2022 workshop series
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the IRS released its long-awaited SECURE Act proposed regulations for required minimum distributions, which include some big changes to the way most of us thought these payout rules would work.
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The Proposed Regulations provide the best window into the IRS’s current thinking on a variety of issues.
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When required minimum distributions begin, QCDs can reduce or eliminate the income tax on the RMD income — if the timing is right.
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XY Planning Network is filing a series of two Petitions for Rulemaking to the SEC, to take up again the 2007 Proposed Rule and to modernize Section 208(c) of the Advisers Act.
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