Tax-Smart Asset “Location” can Save Big Bucks

Posted September 28th, 2020 & filed under Blog.

The last time you heard the phrase “location, location, location” was probably from your real estate agent when buying or selling your home. But when was the last time you heard this same mantra from your investment advisor or financial planner?

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How Will New IRS Audit Procedures Impact Tax Exempt Partners?

Posted November 7th, 2017 & filed under Blog.

Earlier this year, Congress enacted new IRS audit procedures applicable to partnerships. The new rules, which apply to partnership returns filed after 2018, are expected to have a significant impact on tax exempt partners.

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Selecting an Investment Advisor: Ensuring the Long-term Success of Your Mission

Posted June 7th, 2017 & filed under Blog.

By Guest Contributor Scott Severs CFA, CFP

Selecting an investment advisor for an endowment portfolio can be a daunting task for many organizations. Some boards may feel that they lack the investment expertise to begin the process.

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Will the Delayed Fiduciary Rule Affect Investors?

Posted February 9th, 2017 & filed under Blog.

By Megan Kuchan, CPA

Updated on February 14, 2017, to add the latest information on the delay on ruling. See the end of the article.

On February 3,

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Two Steps to Assess Your Vulnerability to a Liquidity Crisis

Posted February 13th, 2013 & filed under Blog.

At the end of fiscal year 2008, Harvard University had an investment portfolio of over $36.9 billion. Yet one year later, they were in crisis, with not enough cash flow available for operations.

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