Resource Search

While 2021 revealed the resiliency of the tech industry and inspired innovation amid spikes in demand, the tech landscape in 2022 will be shaped by the confluence of various factors. From impending tax changes to a booming deal environment to supply chain shortages and more, the tech industry is in for a memorable 2022. Explore the seven technology predictions and see how you can prepare your business.

In today’s workplace environment, organizations face heightened challenges for employee recruitment, retention, wellbeing, and engagement. Understanding how to attract new employees, while keeping and supporting your current workforce is critical to an organization’s ongoing success. It starts with having a sense of urgency, empathy, being intentional, and practicing active listening.

With OSHA releasing and publishing the Emergency Temporary Standard (the “ETS”) on November 4, 2021, there are new vaccine guidelines and mandates for employers to follow. In this eBook, we address the “vaccinate or test” program set forth in the ETS and provide samples and templates on mandatory vaccination policy, reasonable accommodation requests, medical inquiry requests, and other essential documentation that can be customized for your needs.

In this conversation, U.S. Congressman Darren Soto of Florida's 9th District tells us what the U.S. Congress is doing to regulate crypto currency and its inevitable introduction into the mainstream economy. From the hardware store down the street to huge financial institutions, Congressman Soto is doing his best to make sure crypto currency is freely transferrable and that we don’t have the regulatory gaps that now plague data security and privacy.

In this outlook of forward-looking perspectives, experts provide specific, timely advice on how to articulate your unique vision for your wealth across key societal and financial themes for 2022 and beyond.

2022 should be viewed as a transition year as the global economic and investment environment evolves in search of a new reality. Inflation and central banks will be in focus, along with other shifts underway. For investors, all the change means having an effective risk management of portfolios that is complemented by longer-term considerations. Two essential components of it will be your strategic asset allocation and the ESG factor.

Last year was another challenging and disruptive year for public health and global trade. Despite pandemic-driven dislocations, supportive government policies propelled most economies and “risk assets” higher. With the potential for recent tailwinds to become headwinds, how should investment portfolios be positioned going forward?

Prioritize your risk strategies for 2022 and beyond with this 17th edition of the Global Risks Report, which explores the areas that your organization should safeguard against and capitalize on as part of your overall resiliency plan. The insights and predictions are drawn from a community of 950 experts and leaders around the world. The areas of focus include navigating the climate transition; protecting digital developments; pre-empting encounters in space; and refreshing resilience.

Flexible trust planning has never been more important as a result of current and future health, political, economic, and tax uncertainty. Modern directed trusts are one of the best vehicles to provide wealth preservation along with flexibility intergenerationally. Whether the federal estate, gift and GST Tax exemptions are high, low or repealed altogether, trusts still make sense for a multitude of non-tax reasons.

Responsible investing has taken the investment field by a storm and become mainstream. Looking ahead, investors continue to be particularly interested in two predominant ESG themes that have been main points of focus for the past several years: the climate and diversity.