Category: Planning

On Watch – September 2020

The latest edition of On Watch is now available for download. This issue features articles about estate planning opportunities in the current tax law environment, investment and personal wealth planning for life after the sale of a business, and tips and ideas for encouraging financial independence for children of all ages. Contributors to this issue…

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POSTED IN: Administration, Investments, On Watch, Planning

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On Watch – June 2020

The latest edition of On Watch is now available for download. This issue features articles about appointing a corporate executor or agent, summer financial literacy classes and activity ideas for kids of all ages, and medical directives and other basic estate planning documents. Contributors to this issue are Phyllis L. Joe, JD, LLM, Lissa S….

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POSTED IN: Administration, Estate Planning, On Watch, Planning

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On Watch – April 2020

The latest edition of On Watch is now available for download. This issue features articles about creating and funding Grantor Retained Annuity Trusts (GRATs), making Roth IRA conversions in the current market environment, and using intrafamily loans in the current low interest rate environment. Contributors to this issue are Leslie Kiefer Amann, JD; Richard A….

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On Watch – September 2019

The latest edition of On Watch is now available for download. This issue features articles about holding and managing family business interests in trust, making air travel and airport security easier, and a special interview with our new Managing Director and Chief Investment Officer, Todd A. Burchett. Contributors to this issue are Ross W. Nager,…

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On Watch – April 2019

The latest edition of On Watch is now available for download. This issue features articles about impact investing, preparing college-bound kids for financial independence, and why your online account reporting is so dated. Contributors to this issue are Josh H. Hall, Anna M. Ziemnicki, JD, and James C. Reed, CFA. To receive email alerts about…

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On Watch – May 2018

The latest edition of On Watch is now available for download. This issue features articles about navigating recent tax reform, the impact of rising interest rates, and wealth planning as a team sport.

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POSTED IN: Estate Planning, Investments, On Watch, Planning

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On Watch – September 2017

In this issue:
“A Hedge Fund Primer” by M. Taylor Scott, CFA
“Becoming a non-family director of a family business” by D. Fort Flowers, Jr., CFA
“Putting Legacy 401k Accounts to Good Use” by Andrew B. Smith, JD

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On Watch – April 2016

In this issue:
“Total Return vs. Income-Oriented Return” by M. Taylor Scott, CFA
“Identity Theft Prevention & Mitigation” by Andrew B. Smith, JD
“Timing Can Be Everything” by David Zahn, CPA, CFP®

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On Watch – September 2015

In this issue:
“Ten Due Diligence Questions for Private Equity Investors” by Dennis Montz, CFA, CAIA
“Choosing Your Retirement State” by Anne-Lise Wiegand, CPA, and David Zahn, CPA, CFP®
“Nurturing Family Togetherness” by Katherine J. Slater, JD

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POSTED IN: Governance, Investments, On Watch, Planning

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On Watch – March 2014

In this issue:
“529 Plans: Optimal for Many, but Is It Right for You?” by Andrew B. Smith, JD
“Contributing Instead of Selling Property” by Lissa Gangjee, JD, CFP®
“Family Wealth Transition Plan” by Ross. W. Nager, CPA

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