Sixth Street, Co-Owner of NBA’s Spurs, Plans Debut Sports Fund
Sixth Street has held preliminary talks with potential investors about the vehicle, which will seek to invest in sports teams and leagues, media rights and related businesses.
IRS Forms New Office to Resolve Tax Disputes Earlier and More Efficiently
The agency hopes to renew interest in alternate dispute resolution options.
U.S. Appeals Court: Today's Loans May Be Tomorrow's Gifts
Ninth Circuit affirms holding that a history of lending is not determinative of tax treatment of subsequent intrafamily wealth transfers.
401(k) Real Talk Episode 104: May 1, 2024
Open, honest and candid discussion about the DOL fiduciary rule, RIA M&A, the Callan study, 401GO funding and more.
Retirement Anxiety Can’t Be Cured Online
When it comes to saving for their retirement, too many millennials rely on free advice they find on social media.
The Life Arc of a Philanthropist
Seven stages of a life of giving.
IRS Form W-9 Changes and Their Impact on Trusts and Estates
Refiling may be necessary under certain circumstances.
Billionaire Stephen Ross Believes in South Florida—and Is Spending Big to Transform It
The Related Cos. founder is following the money flowing south by bringing his influence to everything from real estate to schools and health care.
Celebrity Estates: Steve Lockshin on Len Bias and NIL Deals in Estate Planning
Vanilla co-founder Steve Lockshin details the nuances surrounding NIL deals and the foundational estate planning strategies every individual, regardless of fame, should consider.
Societal Shifts, Technology Forcing Changes to 401(k) Industry
And accelerating record keeper and advisor consolidation.