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What You Need to Know About the Federal Opportunity Zone Program

The Qualified Opportunity Zone program has the potential to help investors lower their federal capital gains taxes while contributing to the development of areas that need support. Here is a look at several factors to consider, including which gains are eligible for the program and when a 1031 like-kind exchange may be preferable. Want more tips and resources to help with tax reform topics? PFP Section memb ...

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Managing the Unique Needs of Ultra-High-Net-Worth Clients

Illiquid assets may constitute a sizeable chunk of the assets owned by ultra-high-net-worth clients, who often have different needs than other clients in areas such as data aggregation.  In many cases, these clients are especially focused on cash flow and philanthropic issues. To read the full article in FinancialPlanning, click: Managing the Unique Needs of Ultra-High-Net-Worth Clients. ...

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SEC Should Define “Advisor,” Says CFA Institute

With the fiduciary rule in question, a prominent industry association is calling on the SEC to issue guidance on the use of the term "advisor" when offering advice to retail investors.  The CFA Institute has drafted a letter asking the SEC to take steps–ahead of the full regulatory initiative it is contemplating–to clarify the way financial pros describe themselves and their services. To read the full artic ...

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Use These Homegrown Tools to Figure out if You Could Retire Early

How to Retire in Your 30s or 40s The FIRE (Financial Independence, Retire Early) movement encourages people to save as much as half of their income in their early years so they can retire sooner and focus on other pursuits as they live off their investment portfolio.  Tom Anderson provides several retirement calculators and tools geared to the FIRE movement. To read the full article in CNBC, click: Use Thes ...

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Kravis: No Better Time than Now to Be Making Investments”

Kravis: No Better Time than Now to Be Making Investments"    Private Equity International's James Taylor reports that at an invitation-only event in Monaco, the KKR co-founder said that low interest rates and a lack of capital offer 'enormous' opportunities for private equity: Kolhberg Kravis Roberts co-founder Henry Kravis struck a bullish tone in a speech in Monaco this week, dismissing talk of a "hard la ...

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