by Rhode Warrior, Mark Noll In the past ten years or so, charitable giving has seen the rise of a “middle man” who disguises himself as a charitable vehicle when he is, in fact, nothing more than self-serving money monger. This person goes under the nom de guerre of a “Donor Advised Fund.” This euphemism… Read More »
Creating a Win-Win During a Change in Control by Darren Cooper The sale of a company can increase its shareholders’ wealth and liquidity. However, shareholders may face a big tax bill after the sale. A well-timed gift of stock before the deal closes can reduce this liability. The shareholder will avoid paying capital gains tax… Read More »
We Need Content Review Panelists! Do you have experience in researching public company insiders? We need your help! The Institute is seeking 3 to 5 volunteers willing to serve on a content review panel. The course under development is Prospect Research Takes Wall Street: Insider Stock and Compensation. If you are interested and want to… Read More »