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August 2014 Published for the confidential use of clients and professional associates.
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CORNERSTONE PRIVATE ASSET TRUST NAMES
BOTTICELLA NEW EXECUTIVE VICE PRESIDENT
& MANAGING DIRECTOR OF TRUST
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Cornerstone Private Asset Trust Company, LLC is proud to announce that Anthony Botticella, JD, MBA, CTFA, has been hired as its new executive vice president and managing director of Trust.
Botticella brings more than 15 years of experience in fiduciary and trust law, as well as a breadth of trust administration knowledge to his new role as the lead trust officer and manager of trust for this Sioux Falls-based firm. Read more...
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SUPREME COURT CHANGES THE RULES ON INHERITED IRAS
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By Jon T. Meyer, CFP®
Key Takeaway: Inherited IRAs will no longer be subject to bankruptcy protection. If you plan on leaving your IRA to your heirs, it may be time to rethink that plan.
Every once in a while, the Supreme Court issues an opinion that has a very practical outcome for each of us. Last week's decision in Clark v. Rameker was one of those instances. Read more...
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2014 ACCOUNTING STANDARDS UPDATES THAT MAY APPLY TO YOUR BUSINESS
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By Jason Marvin, CPA
Businesses that provide financial statements to lenders, investors, government agencies, bonding companies and others are typically required to prepare those statements in accordance with Generally Accepted Accounting Principles (GAAP). Read more...
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MULTI-STATE UNEMPLOYMENT TAX RULES
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By Kathy Sloper, CPA
It can be confusing for employers to know where they should pay state unemployment tax when an employee works in multiple states. Read more...
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CONTACT US
4470 W 78th St Circle Suite 200
Bloomington, MN 55435
952-844-2500
St. Paul office:
332 Minnesota Street Suite E-1100
St. Paul, MN 55101
651-227-9431
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