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For income earned in 2023 and tax returns filed in 2024, this tax planning reference guide provides information on the tax rate schedules, exemptions, and contributions to savings plans. Check with your advisors to see if you need to make any adjustments regarding your tax efficiency, wealth planning, retirement planning, philanthropic strategics, and business and estate planning.

Whether you are collecting wine for the enjoyment of drinking or as an investment, it’s important to protect your wine. In this easy-to-reference guide, tips are provided in four key areas to help ensure your wine collection is protected.

While some wine and spirits enthusiasts take pride in making sure their collections are protected in case of damage, spoilage, or loss, a surprising number are uninsured or underinsured. If you don’t believe you need to protect your wine and spirits with insurance, there are four reasons to reconsider.

Since 2022, there has been a significant increase in cyberattack attempts targeting email accounts. Taking a closer look, BPM’s Cybersecurity Assessment Partner, David Trepp, explains how attacks are launched against employees, business email systems, and their authentication mechanisms. He also outlines the threat scenarios, shows examples from real-world post-breach analysis, and elaborates on strategies to better secure your organization from business email compromise.

The SECURE 2.0 Act of 2022, signed into law by President Joe Biden on December 29, 2022, makes significant changes to the administration and taxation of retirement plans. It addresses many practical concerns that surfaced after the passage of the original SECURE Act in 2019 and during the pandemic. Some of the key changes, including the rules for surviving spouses and the required minimum distribution rules, are set out here.

Proper packing and shipping are the best ways to ensure the safety of valuable artwork. This practical guide will help the collector ask the appropriate questions of his or her art handler. In addition, it provides a better understanding of the minimum requirements for professional art packing, shipping, and handling.

The quest for nonprofit funding and ways to obtain it continues to evolve while donors want to know the impact of their funds. In this discussion, BPM’s Daniel Figueredo and Tami McInerney explore the tools commonly used by funders and when one of them might be appropriate for your given situation. They also review important accounting and tax implications of each of the funding mechanisms by diving into the following topics:

The new cyber risk paradigm requires organizations to become more comfortable with the reality that the connective tissue of modern business is digital. Given this landscape and the increasing cyber threat, organizations are recommended to implement twelve cyber hygiene controls that are key to achieving cyber resilience and insurability.

We have seen a return of "older" risks—inflation, cost-of-living crises, trade wars, capital outflows from emerging markets, geopolitical confrontation, and the specter of nuclear warfare—which few of this generation's business leaders have experienced.

Developed in collaboration with the World Economic Forum, this 18th edition of The Global Risks Report outlines the major risk issues and trends leaders like you will face in the coming years. This go-to resource provides detailed insights into the priorities and strategies of your peers—and gives you actionable steps to build resilience in this turbulent risk environment.