In this recent New York Times reprint, Chief Wealth Strategist Alvina Lo shares her insights. With the rule on alimony and deductions changed, so must the strategy of couples parting ways.In particular, couples going through a divorce should re-examine their tax strategy, as well as their cash flow and spending needs.Wealthier families should consult with their tax advisors to fully understand the tax implications of the new law.
Wilmington Trust’s Brian Oard and Alvina Lo sat down with Doug Mancino, a Partner with Seyfarth Shaw, at the 2018 Hawaii Tax Institute Conference to discuss the factors families should consider when establishing private foundations and preserving their charitable legacy.Issues Facing Private Foundations Charitable Legacy Please see important disclosures at the end of each video.
Wilmington Trust’s Brian Oard and Alvina Lo discussed a number of timely risk management topics at the 2018 Hawaii Tax Institute Conference. Watch their conversations with two risk and insurance experts and a former FBI agent and founder of an international risk mitigation firm.Cyber and Personal Security Patrick Conley, a former FBI special agent and founder and CEO of Franklin Global, Inc.