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Lawmakers have passed the Corporate Transparency Act (CTA) to help in the ongoing fight against fraud, corruption, terrorism financing, and money laundering. The CTA contains significant new federal reporting obligations, and it may have an especially onerous impact on estate planning for those who accomplish their planning goals through the u...

Over the past decade, Tennessee has significantly elevated its position as a preeminent jurisdiction to situs a trust. With the latest enacted legislation in the state, that situs status is maintained. Some of the more significant enhancements of the legislation include the ability to designate applicable law, registration of a trust, and additiona...

Water damage is one of the biggest challenges for property managers. Improving plumbing infrastructure and creating a risk mitigation plan can be the difference between sinking or swimming until your next insurance renewal. Learn the five ways to minimize your risk and the cost of water damage. Every preparation you take to combat future water dama...

Financial firms can have multiple holding and operating entities that can create complex inter-company workflows. This buyer’s checklist is provided to help you evaluate accounting software vendors, and it includes the must-have features of a modern accounting system formatted in a way that makes it easy for you to do a head-to-head...

Screens and integration are essential yet distinct ESG incorporation techniques. Both are used to enhance the portfolio’s overall ESG characteristics but are quite different in terms of implementation and outcomes. The concepts are interconnected and lead to consequential decisions that can affect the performance of an investment portfolio, a...

Investors may be familiar with the many different ways the sale of a stock can be taxed, but the complexity of the code means there are optimal and suboptimal ways of navigating it. Using the five basic tools for building a comprehensive tax-management strategy is key to delivering highly tax-efficient investment performance.

The old proverb “shirtsleeves to shirtsleeves in three generations” illustrating the challenge facing multigenerational families is well-known. It’s been used throughout history, and cultures around the world have similar phrases describing how wealthy families struggle to endure. In this segment, Amy Hart Clyne and Jay Hughes dis...

What makes a family? We’ve all experienced close bonds with people who don’t necessarily share our DNA. Amy Hart Clyne and Jay Hughes unpack family dynamics through the lens of “affinity” and why that concept is vital to avoiding the “shirtsleeves to shirtsleeves in three generations” proverb.

The word “wealth” has a complex and illuminating etymology. Amy Hart Clyne and Jay Hughes break down the definition of wealth, and Jay reveals key insights around his work defining the five capitals of wealth. He details why financial capital may in fact be the least important to long-term family success.

In this episode, Amy Hart Clyne and Jay Hughes look past the legal trappings that come with beneficiaries and trustees to unpack the human side to these roles and discuss why so many young people see their trusts as a burden. Amy also reveals key insights from her ongoing conversations with young female family leaders.

Investors have shown renewed interest in President Biden's twin infrastructure proposals—the American Jobs Plan and the American Families Plan—and what they will mean for their portfolios. With a focus on the tax changes that more directly affect equity investors, the road ahead should have fewer dangerous curves than some init...

The perceived benefits of put options as a tool to protect against equity drawdowns are often outweighed by their complexity, implementation, and ongoing costs (both economic and behavioral). Investors are better served by adjusting a portfolio’s asset allocation. For those investors who must pursue a tail-risk hedge, a list of potential pitf...

When the artist Beeple sold a digital work of art for $69 million, it caught the world’s attention especially because that one-of-a-kind digital art was a non-fungible token (NFT). In this episode, we’re taking a look at this emerging blockchain technology and exploring how NFTs are transforming digital artwork. What We Discussed i...

A vaccinated and protected workforce will be the key to ending the pandemic and emerging from the COVID crisis. Employers are uniquely positioned, if not charged with, leading this effort, but a myriad of legal pitfalls must be considered. In this webinar, we explore the following legal and practical issues for employers:mandatory vaccinationsvacci...

The pandemic’s economic and social fallout have permanently impacted both the nature of the workplace and women’s opportunities within it. Working practices have become more flexible, new leadership traits are coming to the fore, and the need for a diverse workforce and inclusive culture has never been more apparent. In these extraordin...