Charitable Bequests From France
Making sure they aren’t lost in translation.
Aggregator
Proposed Regulations and the Pro Rata Share Rule for CFCs: Part I
How the changes could impact mergers and acquisitions.
Get Rich (With QSBS) Or Die Tryin’ (To Sell It)
Navigating the distribution and sale of qualified small business stock in an estate administration.
Mariner Wealth Advisors Seeks $150M in Additional Debt for Acquisitions
The planned borrowing would boost Mariner’s term loan to $1.3 billion as Moody’s expects leverage to rise to 6.7x EBITDA by year-end.
The Power of Preparation Framework
Navigating important conversations with clarity and curiosity.
The Duties Surrounding a Trustee’s Resignation
Where does the “buck” stop?
State Regulators Fear SEC Crypto Proposals Put 'Thumb On The Scale'
In a comment letter, state regulators urged the SEC to withdraw its new crypto-related proposed rule. Other letters in support and opposition came from politicians, consumer protection advocates and digital asset companies.
What to Include in Your Firm’s AI and Cybersecurity Policy Statement
Preserve professional judgment and confidentiality
Trust Tax Reimbursement Clauses: From Drafting Boilerplate to Fiduciary Process
Its effectiveness depends on the interaction of drafting, local law, tax calculation, fiduciary independence, valuation and recordkeeping.
A Better Way to Borrow
Christopher P. Woehrle discusses different ways to structure loans to minimize fraud in the context of charitable gift planning.
RBC Lures UBS Team Overseeing More Than $1B in Pittsburgh
RBC Wealth Management clocks another win from UBS as it seeks to meet a rapid growth goal for advisors in the United States.
Tax Law Update: November 2026
The most notable tax law developments of the past month.
On the Cover: November 2026
Legal Editor Anna Sulkin Stern discusses this month's cover art.
Note From the Editor: November 2026
Editor in Chief Susan R. Lipp weighs in on the contents of this month's issue.
RIA Edge Panel: Why a Good M&A Strategy Must Stay Focused on Organic Growth
Firm leaders from EP Wealth, Snowden Lane and Bogart Wealth all stressed their firms’ focus on organic growth as part of and often above, dealmaking.
RIA Edge Panel: Why a Good M&A Strategy Must Stay Focused on Organic Growth
RIA leaders from EP Wealth, Snowden Lane and Bogart Wealth all stressed their firms’ focus on organic growth as part of and often above, dealmaking.
Investment Roundup: ACORE Capital Adds Wealth Division
In other developments, Morningstar and Bountiful team up on faith-based investments and and CAIA adds an evergreen fund credential.
Estate Planning Valuations in a High-Rate Environment
Softer demand may create a potential window for more tax-efficient wealth transfers.
Private Credit Group Says Market Fears Are Divorced From Reality
Alternative Credit Council report points to 17% year-on-year increase in assets under management to $4.1 trillion as a sign of growth.
Jackson Lucas Executives on Navigating Succession in the REIT C-Suite
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Internal succession remains the dominant model for REITs, a trend supported by Jackson Lucas’ most recent data.
