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Wealth Management & Financial Planning

ARTICLES

Rosio: Levels of business valuation and unique situations

Understanding the conclusions reached in a business valuation report requires a basic knowledge of the economic theory underpinning the generally accepted valuation approaches. Familiarity with the concept of levels of value will also aid in understanding the conclusions reached by a BV professional.
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Retzner: Estate planning for the newly “adult” children

Very few people consider the legal needs of their now-“adult” son or daughter. Absent a power of attorney or other delegation of authority, however, you may not be able to act on your child’s behalf with respect to his or her health care or financial affairs if he or she becomes incapacitated, or just needs assistance.
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Charity donations likely to drop in 2018

Traditionally generous Americans may have less incentive to give to charitable causes next year because of the newly minted tax law. The changes that will make it less advantageous for many people to donate to charity in 2018, charity executives and experts say.
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The ups and downs of investing in bitcoin

Attorneys, accountants and wealth management professionals say last year's skyrocketing valuation of bitcoin and other cryptocurrencies has fueled interest among investors. Experts warn those who put their money in bitcoin to be prepared for a bumpy ride.
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