2016

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In the wake of the recent Presidential election, major US equity indexes have attained new all-time highs. Beyond the US stock markets, conditions have been far more difficult. Perhaps the most dramatic move has occurred in bonds.
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The interview was proceeding nicely. A lot of easy questions about the challenges of running financial services firms. This was in my wheelhouse. Everything changed with the: "when did you decide to become an entrepreneur" question.
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Tags : news

Happy Thanksgiving!

Nov 01, 2016
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Happy Thanksgiving to our readers! With sincere appreciation for your friendship and good will, we would like to wish you all the joys of the Thanksgiving holiday!
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A new proposed regulation from the IRS is trying to significantly curtail the practice of using marketability and minority discounts when valuing the transfers of closely held family business ownership interests from one generation to the next, especially when using family limited partnerships.
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