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.
This marital agreement alert was recently published in the American Academy of Matrimonial Lawyers® – May 2019 Newsletter. As a result of changes to the law that came into effect on January 1, 2019, trusts created during a marriage can have adverse tax consequences long after divorce. Accordingly, the tax impact of every trust created during the marriage should be carefully considered when negotiating a divorce settlement, or presenting the evidence to a court.
This article was recently published in the New York State Society of CPAs TaxStringer Newsletter.Since New York has decoupled from certain personal federal income tax changes for 2018 and after, the state and federal tax treatment of those items will differ.