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The U.S. stock market is proving to be a headscratcher this year. Since taking a nosedive in March, the S&P 500 Index has racked up impressive gains of 56.4%. What's more, this successful run comes not only amid a pandemic, but also on the back of the sharpest contraction in the U.S. economy since the 1940s. This rally, led by technology stocks, is causing some to question the soundness of markets while point to a potential dislocation between economic data and equity values.

With the growing popularity of market-based or market-inspired solutions to addressing some of society’s biggest problems, philanthropy and private equity are no longer distant worlds. Today, the idea of venture philanthropy has become more widespread. How can donors—who are feeling the urgency of positive impatience—take a venture philanthropy approach?

Ultimately, how well your wealth transfer plan fulfills your legacy and meets the needs of the next—and future—generations depends on whom you name as your trustee(s). This makes your selection one of the most critical aspects of an already complex wealth planning process. To help navigate this selection process, work with a framework built around understanding your specific needs and selection criteria across three core fiduciary capabilities.

Even as markets improve, investors may not be ready to reembrace risk. Closed-end fund activity offers a surprising view.

Existing tax laws, the CARES Act, and election year uncertainty make it wise to be generous now in support of extraordinary needs. Learn tax-smart giving strategies and why you shouldn't wait until the end of the year to have charitable conversations.

For families holding illiquid assets, anticipatory pre-liquidity planning can greatly improve asset protection, wealth transfer, and tax outcomes. Using Wyoming entities, a review of pre-liquidity planning strategies is provided with a snapshot on the state’s modern trust statues, asset protection laws, and tax laws. Families soon discover Wyoming also offers enhanced asset protection and retained control with an emphasis on administrative and cost efficiency.

The tax stakes are substantially higher in Massachusetts for the residents than they are for nonresidents. However, with the latest court ruling, Massachusetts estate tax can now apply to out-of-state trusts. The implications are significant, and they are a reminder that the Commonwealth takes an expansive view of its taxing authority in situations involving taxpayers with connections to multiple states.

Can investors capture market returns and harvest tax losses amid periods of high volatility? Find out how the markets in 2020 and in 2008 provide guidance for beneficial tax management during a crisis.

There is an increasing desire among families to work together to use their resources to solve social challenges. And while a variety of challenges can compromise the work, successful intergenerational giving strategies can foster an ongoing tradition of giving, make an impact on issues the family cares about, and deepen family relationships. In this podcast, learn about what contributes to these successful strategies.

As organizations move to a more remote workforce, automating the on-boarding and off-boarding process to a zero-touch deployment is more important than ever. New policies and procedures need to be established as interaction between organizations and their employees change in a post-COVID world. In this webcast, the BPM team discusses considerations and information your organization needs to know to ensure an efficient employee management process.