Search Results

Cybercriminals have migrated their attacks from larger businesses and hardened targets to private wealth clients and family offices, where the defenses are low or non-existent. In this webcast, hear from Dr. Chris Pierson, CEO of BLACKCLOAK, a Concierge Cybersecurity & Privacy Protection Platform that represents private wealth and family office...

Family business research in the U.S. and around the world has increased dramatically over time, as the importance of family firms continues to become more and more salient to business school faculty and key decision makers in both industry and politics. With this latest research and update in almost 20 years, it addresses and explores the actual im...

Investors shouldn't let taxes prevent them from choosing better investment options. Transitioning to a tax-managed SMA may help minimize upfront tax cost and provide opportunities over time to reduce tracking error against a preferred benchmark. The combination of this tax efficiency, along with ongoing tax management, allows investors with dif...

When an off-the-shelf solution doesn’t cut it, responsible investors can turn to customized separately managed accounts (SMAs) to build portfolios that align with their values, including expressing their individual ESG views. With an SMA, investors can also gain the market exposure they’re seeking through portfolio construction, active ...

Investors look to the municipal market for both quality and diversification. They were rewarded in 2020 when the municipal market proved resilient despite a challenging economic environment. The strength of the municipal credit quality surprised many. And the CARES Act provided much-needed support to a municipal bond market reeling from COVID-...

Taking affirmative steps to move one’s property and connections out of their old home is critical to avoiding undesired consequences, such as dual domicile treatment or taxation by another state. This checklist identifies primary and secondary factors that should be considered when establishing domicile in a new state for income tax purposes.

Inflation is almost always a topic of discussion when thinking about and planning for the future. This paper explores the many factors that affect the inflation rate, whether an uptick in inflation is helpful or harmful, and the cyclical forces that could push toward higher inflation. Despite all the theory and prognostication, no one knows exactly...

In this episode, guests Amy Miller and Alex of the AICPA Tax Policy & Advocacy Team share updates and provide insights into the areas the team is closely watching and working in. Here's what they cover: Update on virtual-related tax issues @ 03:20 Insights on partnership tax basis capital reporting @ 07:45Form 1065 instructi...

The employer’s safety protocols are an essential tool to help reduce the community spread of COVID-19 in the workplace, prevent and defend against lawsuits, and demonstrate compliance with OSHA safety requirements. To help develop your organization’s written policies and protocols, use this self-inventory toolkit with best practices and...

As an employer, what do you do if you suspect that one of your employees has COVID-19? When is it safe and compliant for your employee to return to work after COVID-19; after a case that is suspected or confirmed? To support you in answering these questions, use this flowchart to help you enable a safe working environment, be in compliance, and red...

Many trends—including the explosive price changes in a handful of equities driven by a crowdsourced short squeeze—are indicative of an asset bubble. Grizzled market veterans are starting to draw comparisons with the go-go market of the late 1990s that ended with the tech bubble bursting in 2000. That thought leads many to conclude that ...

Using equities to customize for yield enhancement isn’t a completely new invention. Investors have had access to a variety of dividend-focused strategies for years. For investors who are less familiar with the ways they can tailor their portfolios for yield enhancements, there are two key approaches around factors and options that can be used...

Given what the Biden administration has indicated, President Biden remains intent on repealing parts of the 2017 tax cuts that benefited the highest-earning Americans and large companies. For family offices and their tax planning strategy, then, the pertinent questions are when will rates increase, and in what form? Based on the political dynamics ...

Solving world hunger—or “food insecurity”—is really hard. The solutions are not particularly sexy, and they require a very long-term outlook. In seeking to learn more about the problem, we reached out to the ones trying to solve it. In part 1 of this conversation, Barron Segar, President and CEO of the World Food Program USA...