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For charitably minded individuals, cryptocurrency investments—such as Bitcoin and Ethereum—held more than one year may provide a unique opportunity to leverage highly appreciated assets to achieve maximum impact with charitable giving. By donating cryptocurrency to charity, it can also unlock additional funds in two tax-smart ways.For more insights on contributing non-cash assets to charity, listen to the accompanying Giving with Impact podcast.

When thinking about making a donation to support a charity, most of us immediately think about writing a check or typing in a credit card number. Even when we proactively think about using other assets that we may hold as a way to fund our charitable giving, our instinct is to liquidate that item and donate the proceeds. But that may not be the most effective or efficient way to donate. Sometimes, cash isn't king.

Digital assets have the potential to start (or perhaps already are) significantly altering the global financial landscape. Find out how and get insights on the why from guest Geron Morgan at BKD. Here's what's covered: Who is Geron Morgan? @00:17Trends in digital assets @01:27Audit considerations @04:05Internal controls and digital assets @06:45Recent events and Executive Order @10:31Tips to learn more about digital assets @14:40

While the labor market remains volatile with the persistence of America’s Great Resignation, businesses face novel challenges to make sure they attract and retain the workforce they need to sustain and grow.

The C-suite faces tough operational obstacles as competition for talent remains fierce and employers experience higher-than-average turnover. In navigating the challenges, this report addresses the current and upcoming trends in healthcare, compliance and benefits, and provides practical solutions for employers to negotiate these challenges.

Sustainable practices and responsible governance are the future of capitalism. With nearly 7 in 10 millennials and 52% of U.S. adults considering company values when making a purchase, B Corporations are making an impact. Some of today’s most well-recognized brands—including Patagonia—are at the forefront of that movement. Learn how to create a B Corporation and align it with your long-term business goals to a social mission.

Drawing from the perspectives of 200 family office decision makers across all major geographic regions, this research report provides insights into how they have responded to the economic and social change unseen in decades. It reveals a shift in their philanthropic investments, next-generation and succession planning, and crypto investments. It also explores the private banking services among family offices and the awareness of the proposed Family Office Regulations Act of 2021.

The Biden administration’s fiscal year 2023 budget blueprint that was released on March 28, and it consisted of a mix of familiar proposals and brand-new initiatives that reflect the President’s policy objectives. The familiar included calls for increasing the top corporate tax rate to 28% and the individual rate to 39.6%. Among the new proposals, the minimum tax on high-net-worth individuals has garnered considerable attention. These proposals, as well as others that have not been closely scrutinized, are described in this report.

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.

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.