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The SECURE Act was recently signed into law in the U.S. It was a landmark legislation that may affect how you plan for retirement. Most of the provisions went into effect in 2020, which means now is the time to consider how these new rules affect your estate and tax planning. For the second part to this series, see How the SECURE Act May Affect Your Estate Plan.

Businesses around the world are dealing with the spread of the coronavirus as ripple effects from the disease outbreak are expected to further choke global supply chains and hinder workforce mobility. Even if businesses currently lack an emergency plan to respond to the situation, they can still take steps to mitigate risk and minimize negative effects of the coronavirus spreading.

Educating children about money, wealth, and financial planning is a critical step in helping them build their futures. As a wealth creator and thoughtful investor, you want to be sure your children understand how to manage finances and make good, informed decisions when it comes to spending, saving, and investing. But talking to children about money and wealth can be tricky. A workbook with resource links and checklists is provided to help make the process easier for families.

The equity markets took a painful hit at the end of February this year as fears about the coronavirus drove investors out of stocks and into correction territory. As one would expect, the impact and outlook for each asset class varies based upon the underlying exposures, market drivers, and pricing dynamics. We summarize the developments surrounding the market stress resulting from the coronavirus and provide specific commentary on what to watch for across the major asset classes that constitute investor portfolios.

As families explore investment opportunities in real property, many are turning to farmland for a portion of their portfolio. It is a unique class of real property that performs best as a long-term hold that carries with it a counter cyclical performance to stock investments. The application of best practices in this different type of ownership will help ensure quality planning and investing.

As family offices grow increasingly complex and manage larger and more varied assets, they are becoming prime targets for a variety of security threats. From this report, learn what family offices can do to protect against the risks, including cybersecurity breaches, theft schemes, and fraud perpetuated by unvetted 'insiders' of the firm.

After stagnating in the U.S. Congress for much of 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act was quickly picked back up and added to legislation, bringing changes that impact individuals saving for retirement, retirement plan participants, and retirement plan sponsors. See how the changes will impact you, including how the Act brings new considerations and planning opportunities to individual investors.

Shareholder engagement is not a new activity, and it is on the rise in 2020 as millennials continue to drive more interest in responsible investing. Today’s investors see the shareholder engagement as an even more powerful tool—one that can have a direct impact on corporate behaviors and business activities, and therefore, general society.

Theft and fraud are a problem for businesses of every industry and size. Be proactive and apply the six best practices for fraud prevention. With a smart approach, you can protect your business.

For understandable reasons, the United States has adopted a series of laws designed to prevent U.S. taxpayers from taking advantage of foreign trusts as tax shelters from U.S. income taxation. The obvious application of these laws is when a U.S. citizen is attempting to transfer cash or income-producing assets to an offshore Trust. When dealing with foreign trusts, however, these laws can apply in circumstances where unsuspecting non-U.S.-citizen taxpayers can be financially devastated by the consequences.