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Investors look to the municipal market for both quality and diversification. They were rewarded in 2020 when the municipal market proved resilient despite a challenging economic environment. The strength of the municipal credit quality surprised many. And the CARES Act provided much-needed support to a municipal bond market reeling from COVID-19. What’s coming next now that the Biden administration is setting to work?

Taking affirmative steps to move one’s property and connections out of their old home is critical to avoiding undesired consequences, such as dual domicile treatment or taxation by another state. This checklist identifies primary and secondary factors that should be considered when establishing domicile in a new state for income tax purposes.

Inflation is almost always a topic of discussion when thinking about and planning for the future. This paper explores the many factors that affect the inflation rate, whether an uptick in inflation is helpful or harmful, and the cyclical forces that could push toward higher inflation. Despite all the theory and prognostication, no one knows exactly where inflation is headed.

The employer’s safety protocols are an essential tool to help reduce the community spread of COVID-19 in the workplace, prevent and defend against lawsuits, and demonstrate compliance with OSHA safety requirements. To help develop your organization’s written policies and protocols, use this self-inventory toolkit with best practices and tips as your guide.

As an employer, what do you do if you suspect that one of your employees has COVID-19? When is it safe and compliant for your employee to return to work after COVID-19; after a case that is suspected or confirmed? To support you in answering these questions, use this flowchart to help you enable a safe working environment, be in compliance, and reduce risk and liability for your business.

Many trends—including the explosive price changes in a handful of equities driven by a crowdsourced short squeeze—are indicative of an asset bubble. Grizzled market veterans are starting to draw comparisons with the go-go market of the late 1990s that ended with the tech bubble bursting in 2000. That thought leads many to conclude that the U.S. equity market is in a liquidity-driven bubble that again may not end well for investors.

Using equities to customize for yield enhancement isn’t a completely new invention. Investors have had access to a variety of dividend-focused strategies for years. For investors who are less familiar with the ways they can tailor their portfolios for yield enhancements, there are two key approaches around factors and options that can be used.

Given what the Biden administration has indicated, President Biden remains intent on repealing parts of the 2017 tax cuts that benefited the highest-earning Americans and large companies. For family offices and their tax planning strategy, then, the pertinent questions are when will rates increase, and in what form? Based on the political dynamics and Biden’s campaign proposed tax increases that affect family offices, there are four crucial considerations to keep in mind when addressing the tax implications.

Solving world hunger—or “food insecurity”—is really hard. The solutions are not particularly sexy, and they require a very long-term outlook. In seeking to learn more about the problem, we reached out to the ones trying to solve it.

President Biden has clarified he is committed only to a partial rollback of the Tax Cuts and Jobs Act of 2017, aiming to make permanent the tax cuts that went to lower- and middle-class Americans, while raising taxes on corporations and those earning more than $400,000 per year. A review of Biden’s platform shows there are five proposals that would have the biggest impact on tech companies’ tax burdens, including the corporate tax rate hike and offshoring penalty (with a "Made in America" credit).