After more than a decade of record low interest rates, the combination of inflation and increasing interest rates has investors jittery; however, it also presents an opportunity for high-net-worth individuals to review and adjust their existing strategies for estate planning, business planning, financial planning, and wealth management.
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In this podcast episode, learn more about the latest updates on mandatory vaccine and mask policies, new action to ban non-compete agreements, a big free speech decision, New York regulatory updates, and a proposed wage and hour rule.
This edition of Economic Currents takes a closer look at what the COVID Delta variant means going forward. The variant is expected to dampen, but not derail, the recovery in the U.S. However, if COVID cases continue to rise, it could bring an abrupt end to the current boom.
Things are new, not normal. As the pandemic recedes, businesses are not headed into a familiar past. Nearly two-thirds of CFOs are worried that talent shortages could impair their ability to meet short-term strategies. A similar percentage are worried about controlling compensation and benefits cost. Addressing this tension and other pressing priorities will help define success in a post-pandemic world.
Currently, family offices are typically exempted from the requirement to register with the SEC as investment advisers. But this may change after the United States House of Representatives Committee on Financial Services gave support to the HR 4620 bill that may be a harbinger of efforts to impose additional oversight of family offices in the future.
Chinese equities have lagged both emerging market and global equity indices year to date. Recent regulations directed toward education and technology companies have caused Chinese equities to come under pressure. As further regulatory actions appear likely, should investors continue to allocate to Chinese equities?
Near-term inflation concerns have raised investor interest in real assets. While core real estate offers a steady foundation for a diversified real assets portfolio, infrastructure can serve as a high-quality complement that can help protect against inflation and benefit total return.
The decision to sell your business is a big one, and you’re far from alone if you’re thinking about making this kind of transition. In this webinar, learn how to determine the right time to sell, the next steps once you decide to make that transition, and the essential tax considerations to keep in mind.
When there's a pandemic and the business landscape is no longer business-as-usual, you may wonder how best to proceed—how to keep going and find ways to not just survive but thrive. In this webinar with a spotlight on technology, we explore the ways to improve performance and how better information leads to better decisions. In addition, you can download the five steps toward empowering your operations today.
The U.S. House Ways and Means Committee has released its draft budget reconciliation bill. While the provisions presented are subject to ongoing negotiations, some are more likely to pass than others. In this summary, some key provisions of the proposal are highlighted, including the tax rates on long-term capital gains and trusts and estates, elimination of valuation discounts for passive assets, and tax-free conversion of certain S corporations to tax partnerships.