Charitable Gifting Basics: Getting the Most from Your Giving (Vanguard)
How to maximize the impact of charitable giving through thoughtful timing, structure, and tax efficiency.
Private Wealth and Family Offices
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A "BETR" Way to Assess Roth Ira Conversions (Vanguard)
The break-even tax rate takes the guesswork out of Roth conversions—tailoring decisions to each investor’s tax…
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Levering Up to Do Good: Direct Long–Short Investing and Charitable Giving (PMR)
Stanley Krasner, Joseph Liberman, Nathan Sosner, and Sydney Brenner of AQR Capital Management conclude that…
Impact Analysis: Alternative Calculations of Taxation in Superannuation (ASFA)
Calculating the Division 296 tax liability at an individual member level rather than through the method proposed…
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