Resource Search

Eton Solutions discusses the challenges fund accounting presents to family office operations and describe how the office can achieve positive outcomes to these challenges.

For married couples looking to use their lifetime gift exemptions and protect their assets, spousal lifetime access trusts (SLATs) are an attractive option. Planning to use the increased exemption now instead of waiting until it expires in 2025 and reverts to the 2011 level of $5 million will also allow for more thoughtful preparation, and a properly executed estate plan means less likelihood of IRS scrutiny.

When an irrevocable trust meets all of its goals, it is reflective of following the three essential checklists that focus on the people, the establishment of the trust, and the running of the trust. The ultimate payoff of a well-run irrevocable trust is that it helps you share your wealth with the people and organizations that are most important to you.

More than two billion Americans are predicted to shop online for gifts over the holiday season. While scouring the web for the perfect gifts, cybersecurity needs to be at the forefront of your mind to ensure hackers and criminals don’t take advantage. Protect yourself by considering the best practices for cyber hygiene.

Just as online shopping gives consumers access to the best Black Friday deals without the need to awaken before dawn, systematic tax-loss harvesting enables investors to realize the best opportunities to harvest losses throughout the year without concern that thin, end-of-year markets will impact a portfolio’s yield and risk profile. While the benefit may not be realized in the current tax year, but, under current tax law, it’s never lost.

Blockchain's primary use and application is to facilitate cryptocurrency transactions—which has helped drive strong investor interest in crypto, along with its high potential return and low correlation to traditional assets. However, there are a number of risks that investors should evaluate before considering an allocation to crypto.

Adoption of an ESG strategy may begin as a reactive response to regulatory, investor, employee, or other stakeholder pressures, but that shouldn’t be where it ends. To reorient business strategy from shareholder to stakeholder and from short-term to long-term value creation, organizations need to tackle the primary actions to take them there. In a future where businesses are accountable to all stakeholders, the most successful businesses will be those that aim to generate positive impact for the world at large.

While 2021 revealed the resiliency of the tech industry and inspired innovation amid spikes in demand, the tech landscape in 2022 will be shaped by the confluence of various factors. From impending tax changes to a booming deal environment to supply chain shortages and more, the tech industry is in for a memorable 2022. Explore the seven technology predictions and see how you can prepare your business.

In today’s workplace environment, organizations face heightened challenges for employee recruitment, retention, wellbeing, and engagement. Understanding how to attract new employees, while keeping and supporting your current workforce is critical to an organization’s ongoing success. It starts with having a sense of urgency, empathy, being intentional, and practicing active listening.

With OSHA releasing and publishing the Emergency Temporary Standard (the “ETS”) on November 4, 2021, there are new vaccine guidelines and mandates for employers to follow. In this eBook, we address the “vaccinate or test” program set forth in the ETS and provide samples and templates on mandatory vaccination policy, reasonable accommodation requests, medical inquiry requests, and other essential documentation that can be customized for your needs.