by Jason M. Gordon | Feb 23, 2025 | Business Entities, Corporate Governance & Ownership
What is the Corporate Financing Committee?The Corporate Financing Committee is a FINRA advisory committee that presents feedback and reviews on rule proposals. It is made up of a number of representatives from various firms. This committee has a number of tasks, with...
by Jason M. Gordon | Feb 23, 2025 | Inheritance, Estates, and Trusts
What is a Bequest? Bequest is the term used to refer to giving personal property or financial assets to a person, business entity, or an organization via the provisions of a will or an estate plan. This personal property or financial assets can include stocks, bonds,...
by Jason M. Gordon | Feb 23, 2025 | Inheritance, Estates, and Trusts
What is a Charitable Remainder Annuity Trust? A Charitable Remainder Annuity Trust (CRAT) is a form of a gift transaction in which a contributor (which is the taxpayer) donates assets or financial securities to a charitable organization which pays annuity designed to...
by Jason M. Gordon | Feb 23, 2025 | Inheritance, Estates, and Trusts
What is a Charitable Lead Trust? A charitable trust is a form of irrevocable trust which is developed to mitigate or cause a decline in the taxes to be paid by the beneficiary of an inheritance in the advent of a transfer of property. How Does a Charitable Lead Trust...
by Jason M. Gordon | Feb 23, 2025 | Business Entities, Corporate Governance & Ownership
What is a Publicly Traded Partnership? In a business setting, a firm can be owned by a single individual, or a group of persons. A firm which is owned by a single person or partnership can either be traded on a private market or on a public market. A publicly traded...
