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With the unprecedented shift to working from home due to the COVID-19 pandemic, many employers had to quickly adjust to utilizing a virtual workforce. As a result, employers may be overlooking business-related expenses being incurred by their employees. This brief refresher provides guidance on employer obligations with regard to expense reimbursement amidst the pandemic.

On this podcast episode, a discussion with a top bankruptcy and restructuring lawyer provides insights on the ways COVID-19 causes financial distress to businesses, the parties involved, and why it may take some time before companies become distressed. It also addresses new rules that streamline the bankruptcy process for smaller businesses to help them survive, and insurance coverage issues arising in these distressed situations.

Against the backdrop of crisis and uncertainty, the 2020 U.S. presidential election presents key election issues pertaining to the economy. How will a potential Biden administration affect the economy and markets? An assessment of Biden’s proposed tax policies will show the expected impact. And if Trump wins, will it be the status quo and further refinement of the 2017 tax cut?

With the growing popularity of market-based or market-inspired solutions to addressing some of society’s biggest problems, philanthropy and private equity are no longer distant worlds. Today, the idea of venture philanthropy has become more widespread. How can donors—who are feeling the urgency of positive impatience—take a venture philanthropy approach?

The U.S. stock market is proving to be a headscratcher this year. Since taking a nosedive in March, the S&P 500 Index has racked up impressive gains of 56.4%. What's more, this successful run comes not only amid a pandemic, but also on the back of the sharpest contraction in the U.S. economy since the 1940s. This rally, led by technology stocks, is causing some to question the soundness of markets while point to a potential dislocation between economic data and equity values.

Ultimately, how well your wealth transfer plan fulfills your legacy and meets the needs of the next—and future—generations depends on whom you name as your trustee(s). This makes your trustee selection one of the most critical aspects of an already complex wealth planning process. To help navigate this selection process, work with a framework built around understanding your specific needs and selection criteria across three core fiduciary capabilities.

Even as markets improve, investors may not be ready to reembrace risk. Closed-end fund activity offers a surprising view.

Existing tax laws, the CARES Act, and election year uncertainty make it wise to be generous now in support of extraordinary needs. Learn tax-smart giving strategies and why you shouldn't wait until the end of the year to have charitable conversations.

Can investors capture market returns and harvest tax losses amid periods of high volatility? Find out how the markets in 2020 and in 2008 provide guidance for beneficial tax management during a crisis.

For families holding illiquid assets, anticipatory pre-liquidity planning can greatly improve asset protection, wealth transfer, and tax outcomes. Using Wyoming entities, a review of pre-liquidity planning strategies is provided with a snapshot on the state’s modern trust statues, asset protection laws, and tax laws. Families soon discover Wyoming also offers enhanced asset protection and retained control with an emphasis on administrative and cost efficiency.