Resource Search

Beset by economic uncertainty and increasing demand for funding, grantmakers and family foundations find themselves at a pivotal moment as they adapt to a changing environment. With this breakout report, grantmakers will learn how their peers are approaching the challenges ahead of them, including mitigating the effects of inflation, addressing the talent crunch, and investing in technology to increase their agility and flexibility to further help the needs of their grantees.

Having an estate plan is essential when it comes to protecting your assets and ensuring your legacy. In this easy-to-understand introduction, learn the ABCs of estate planning and discover what makes up a will, a living trust, and much more.

Despite the challenging economic headwinds and shockwaves of 2022 continuing to reverberate, there are silver linings for those who focus on planning for the long term. In looking ahead, we examine wealth planning strategies through the power of resilience from four different lenses: multigenerational families, business owners, women, and philanthropists.

As the expectations and responsibilities of boards continue to grow, the corporate directors’ key priorities and considerations shift to four areas of focus: corporate purpose, values, and culture; business strategies built upon corporate purpose; enterprise risk management; and communications and reporting that highlight the need to engage and communicate more broadly.

Historically, beneficiaries learned of wealth transfer plans only after the death of the grantor. However, this approach often leads to unanswered questions and, potentially, feelings of betrayal when expectations for future gifts are left unmet. There are several planning tools, including a Statement of Wealth Transfer (SOWTI), that can facilitate a more harmonious and purposeful transfer of both wealth and family values. From this workbook with sample approaches and thoughtful questions on defining wealth and the role of trusts, learn how to develop your own SOWTI.

As businesses look to grow and thrive, they will face tough choices between balancing budgets and addressing the employee benefits outlook. With a focus on ways to reduce the impact of cost-driving issues, this Employee Benefits Market Outlook report provides insights and actionable solutions employers can use to address the rise of healthcare costs, leave management challenges, emerging genetic therapies, and other benefits challenges.

A changing insurance market continues to impact coverage, premium, deductibles, and many other essential factors. While the insurance outlook has challenges, there are opportunities to make positive impacts on the insurance costs, coverage, and risk quality.

How can an organization be confident it is agile enough to react to the unknown and the evolving risk landscape? One of the best ways is by establishing a strong risk culture. In this e-book, Baker Tilly practitioners take a closer look at some of the critical risks that organizations are dealing with now, how those risks have evolved in recent years, and some basic strategies to effectively manage those risks.

While the concept of estimated taxes is not overly complicated, there can be confusion around the actual tax payments and how it works. According to the IRS, “the U.S. tax system operates on a pay-as-you-go basis.” But what does that actually mean for American taxpayers? With the breakdown of the basics of estimated taxes, learn how it applies to an individual.

During this two-part webinar presentation on private foundation succession planning, insights and planning tools are outlined and discussed to help the next generation of decision making. While there are different approaches to succession planning, knowing the donor intention is essential. Other planning elements and considerations include a mission statement, successor decisionmakers, checks and balances, spend-down division, and enhanced flexibility.