Monthly Archives: October 2016

Arnerich Massena Hosts Charitable Giving Strategies and Estate Planning Forum

We’re excited to announce that Arnerich Massena will be hosting an upcoming Learn Share Connect event, “Charitable Giving Strategies and Estate Planning,” a luncheon forum to discuss trends in the world of philanthropy and estate planning. The event will take place at the Multnomah Athletic Club on Tuesday, November 15 from 11:30 – 1:30 p.m. Read more »

Arnerich Massena Accepts “Innovations in Philanthropy” Award at Portland Business Journal Corporate Philanthropy Luncheon

Arnerich Massena representatives attended the Portland Business Journal’s Corporate Philanthropy Luncheon on Friday, October 14, where Tony and Christine accepted Arnerich Massena’s Innovations in Philanthropy award. The Corporate Philanthropy awards recognize businesses in the Portland community that are giving back, and it was fantastic to see the scope of the philanthropy recognized! Read more »

Will a large institutional consultant help you pick the best money managers?

Not according to a recent issue of the Journal of Finance. “Do Institutional Consultants Add Value Picking Money Managers?” by Ben Carlson explains the Journal’s research, which suggests that mega-consultants (those with several hundred billion or more under management) may not offer much value to their clients when it comes to selecting money managers. “One of the problems is that these consulting firms are so concentrated at the top, with the top 10 firms controlling over 80% of institutional assets…When you’re that large, you almost have to invest in the largest money managers which ends up being a de-facto performance chase.” Read more »

IRS Proposed Regulations May Affect Estate Planning

On August 2, 2016, the IRS issued a proposed regulation (REG – 163113-02) that may have a significant effect on estate planning, amending Sec. 2704 of the Internal Revenue Code. The proposed regulations would prevent taxpayers from discounting the valuation of assets being transferred to family. Currently, transfers of assets such as real estate or businesses to family members may be made at a reduced value for gift and estate tax purposes. The new law may make it more costly for families to retain family-controlled businesses, focusing on the treatment of lapsing rights and restrictions on liquidation in determining the value of transferred planning Read more »