WealthManagment.com Daily Memo
Wealth Management Daily Memo

OCTOBER 8, 2019

PHILANTHROPY

How to Handle Gifts From “Tainted” Donors

Charities may need to “return to sender.”

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TECHNOLOGY

Robinhood Gives Banking Another Shot a Year After Botched Launch

Robinhood's new feature, called Cash Management, takes a more traditional regulatory approach than its last foray into bank accounts.

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The Case for Private Markets

Much of the economic growth today is taking place outside of the public markets.

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HIGH NET WORTH

The Shifting Safe Harbor Under IRC Section 199A

New Revenue Procedure 2019-38 gives clarity for taxpayers who are landlords.

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Three Technology Advantages for RIAs

Learn how expanding technology options can help RIAs get ahead.

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