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While modeling your charitable nature for your children is important, studies have shown that the impact is even greater when role modeling is combined with meaningful discussions about charitable giving and its impact. Armed with this knowledge, parents can create meaningful opportunities to talk with their children and ask each other questions ab...

Sometimes leaving an inheritance to a loved one who has a disability can do more harm than good, if the proper safeguards are not in place. A supplemental needs trust, also known as a special needs trust, can help provide for these beneficiaries.

During this two-part webinar presentation on private foundation succession planning, insights and planning tools are outlined and discussed to help the next generation of decision making. While there are different approaches to succession planning, knowing the donor intention is essential. Other planning elements and considerations include a missio...

Inflation has started to take hold in key areas of the market which will have an impact on how real estate investors should view their current and prospective investments. Parsing through the inflation data, there are four causes of inflation that are pertinent to various stakeholders in real estate—from occupiers and users to developers and invest...

U.S. businesses are facing pressure to drive revenue, manage costs, and increase shareholder value, all while surrounded by economic and political uncertainties. How do businesses thrive in uncertain times? By turning toward opportunity, which includes proactive tax planning that can help optimize cash flow while minimizing the total tax liability ...

As the year end approaches, it’s an optimal time for individuals to review their 2022 and 2023 tax situations and identify opportunities for reducing, deferring, or accelerating their tax obligations. This article provides individual tax planning highlights and a checklist of actions to consider that may result in a reduction or deferral of t...

While there has been some federal tax legislation in the U.S., the changes have been far more limited than many expected. Additionally, the continuing tight labor market, worries over a possible recession, and high inflation are dominating concerns. In this year-end tax letter, insights are provided on a variety of topics and most pressing tax issu...