Changes are afoot.
NorthStar Financial Services is adding a new national accounts team to support the firm’s asset growth and relationships among subsidiaries like Gemini, Orion and CLS Investments. Todd Clarke, the former CEO of CLS, and Bill...
Very few family businesses survive across generations to become 100-year family enterprises. I’m involved in an ongoing research project that’s gathering the collective wisdom of intergenerational families who have sustained shared...
Charitable. | Copyright Ronald Martinez, Getty Images
Houston is home to the top charities in the United States for the second year in a row, according to Charity Navigator's 2016 Metro Market Study. The survey compared the median performances...
Prior to the Tax Reform Act of 1969 (the 1969 Act), there was limited guidance in the federal Tax Code for those contemplating the terms of charitable remainder trusts (CRTs), charitable lead trusts and other charitable gifts with retained...
Recently, the tide seems to have turned with regard to pooled income funds, with savvy practitioners establishing new funds to take advantage of current low applicable federal rates.
