Monthly Archive for: ‘October, 2017’

Crowd Funding

Traditional giving to benefit disaster victims is changing, and CROWD FUNDING is taking over.   Estate & Wealth Management Counsel Janice Forgays has authored the following article on Charitable Giving:   Crowd Funding     PRW Wealth Management LLC (“PRW”) is a registered investment advisor. PRW provides investment advisory and wealth management services for clients nationally. PRW will maintain all …

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Investment Commentary – Q3 2017

PRW Wealth Management, LLC produces Quarterly Client Letters and Investment Commentaries.  Look for one each quarter. Click below to download the PDF for Third Quarter 2017: PRW – Quarterly Investment Commentary – Q3 2017  

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Identifying and Reducing Tax Regulatory Burdens

Per its Second Report to the President on Identifying and Reducing Tax Regulatory Burdens, Treasury, with the IRS, has decided to withdraw the proposed regulations under IRC §2704 in their entirety. These proposed regulations were designed to eliminate “artificial” valuation discounts for intra-family transfers of interests in family-controlled entities (FCEs) by disregarding any restriction on an owner’s ability to liquidate …

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