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As the clock winds down on the U.S. election, many investors are interested in how a Biden administration would impact their taxes—particularly whether it’s more beneficial to realize gains today (pay now) or continue to defer gains into the future (pay later). It’s a big tax management decision for investors and advisors. We take a look at the implications of each choice.

Election Day in the U.S. has the potential to surprise in many aspects, and this year’s election outcome will have a profound impact on equity valuations—or at least that’s what the market appears to be telling the investors. With this year’s referendum likely to result in valuation changes, the attention turns to the question of how much.

A slow economic recovery will continue, as governments and central banks search for the right policy mix amid the COVID-19 crisis. The policy will implicitly aim to manage many financial markets, but such efforts will not stop volatility. Strategic asset allocation remains the best way to navigate a still very uncertain investment environment.

Over the past decade, the popularity and use of donor-advised funds, or DAFs as they are commonly known, have grown dramatically. In this Giving With Impact podcast, learn how nonprofits can leverage donor-advised funds to support their operation and maximize their fund-raising results.

Having become accustomed to the "new normal" of Quantitative Easing, ultra-low interest rates, and Fed-suppressed market volatility, investors must now learn to live with a "new, new normal" as the Federal Reserve's COVID-19 response reset market conditions and expectations. This podcasts describes seven important facts about the current market environment, all relevant to investment decision-making.

The COVID-19 pandemic has prompted all types of businesses to run a magnifying glass over their processes and infrastructure to ensure continuity and viability. For family offices, it is an opportunity for them to upgrade technological systems by adopting outsourcing and automation. Such advancements improve operational efficiencies, security, and long-term likelihood the family offices achieve its business and familial objectives across generations.

Media is a great tool for storytelling. Photo albums can reveal ancestral details, documents can highlight past events, and film can rejuvenate old memories. All these items contribute to your family’s legacy. Although we see the value in this irreplaceable media, few of us are doing enough to protect it. That is why we are exposing the top threats to your physical media to show what you can do to protect it for your family legacy.

While it is impossible to predict every catastrophe, thorough pre-event preparation and post-event response planning can help reduce the likelihood of loss and limit the severity of damage that can’t be avoided. This reference guide and sample planning forms based on decades of experience will help you proactively keep art and other valuables out of harm’s way.

Nearing the end of the year is an important time to consider any tax planning opportunities that may be available to you before ringing in the new year.

As family offices evaluate their assets during the economic downturn, examining deductions and estate and trust planning can help form better strategies and objectives. In this Q&A discussion, learn how the valuation of distressed assets and investments can maximize your tax deductions through these challenging times.