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Under the Corporate Transparency Act (CTA) and starting January 1, 2024, companies created in the United States will have to disclose and file certain information with respect to individuals owning more than 25% of the company or otherwise having control over the company. In this interview with Brian Lucareli, attorneys James Howard and Stephanie D...

In times of significant change, it is easy to become paralyzed by uncertainty and indecision. However, such changes are inevitably accompanied by new opportunities. In this Wealth Planning Outlook, insights—and action items—are provided on the most vital planning issues amid epochal technological innovation in artificial intelligence (AI); an uncer...

By definition, captive insurance is a risk-financing mechanism in which an organization insures itself against future losses. In a tough insurance market where premiums are high and presents other challenges, captives offer an opportunity to manage risk more efficiently. However, trying to grasp the ins and outs of captives can quickly become overw...

An influx of new insurers has helped expand overall capacity in the U.S. insurance market. As the market begins to stabilize, commercial insurance buyers that maintain quality risks with strong data to back them up should begin to see relief in 2022. However, buyers in certain geographic areas, industries and other risk categories will continue to ...

Corporate insiders pose a unique threat as they are given privileged access to the company’s assets and are trusted to use that access responsibly and ethically. However, this can go awry in several ways, from unintentional, negligent acts to intentional, malicious acts. To help prevent, detect, and respond to that threat, it’s importan...

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.

With the passage of time, the fear-based approach of Wealth 2.0 has evolved to a more positive, strengths-based paradigm. This new approach—the Wealth 3.0—is a call to action for greater professionalism and rigor by the diverse practitioners of family wealth advising. Dr. James Grubman, Dr. Dennis T. Jaffe, and Kristin Keffeler illuminate what need...

New regulations proposed by the IRS seek to address the basic exclusion amount for estate and gift taxes which was doubled in 2017 under the Tax Cuts and Jobs Act. The doubling of the exemption is scheduled to sunset on January 1, 2026. When this occurs, how can a donor lock in the increased exemption for years 2018 through 2025? New proposed regul...

Over the past decade, the Tennessee legislature has taken significant actions to provide a more practical statutory framework for trust administration. With the latest enhancements to the Tennessee's Uniform Trust Code, key revisions include changes to petition for approval of final accounting, discharge of fiduciary liability upon change of tr...

The Family Office 5.0 model is changing how advisors deliver services. Strategic partnerships can help family office service providers better focus on delivering core value-added offerings. A roadmap toward that goal will help you meet the evolving needs of family offices and provide best-in-class services.

When COVID hit, many business owners faced the dire realization that the insurance they paid so much for did not cover the business interruption resulting from the pandemic exposures. To help guard against that type of unexpected disruption in the future, many business owners have set up captives—a lucrative alternative risk financing structu...

As families grow their investment function, the Chief Investment Officer (CIO) must provide insight and flexibility to serve varied and changing investment platforms. While much of the CIO’s role is focused on investments and the investment decision-making process, many CIO responsibilities aren’t investment-centric and will impact the long-term su...

A Net Income with Makeup Charitable Remainder Unitrust (NIMCRUT) is a unique wealth planning strategy and is an effective means to maximize after-tax returns, as well as benefiting charities in certain circumstances common to high net-worth families and individuals. This article outlines some ideal circumstances and illustrates the significant diff...

Facing more frequent and intense cyber threats, it’s vital that businesses are prepared for the attacks. In this episode of Marsh’s Risk in Context podcast, learn how organizations can build effective cyber incident and ransomware management plans and the actions they can take before, during, and after an attack. An important piece of y...

Successful strategic growth planning occurs when a company identifies opportunities for growth and then focuses its organization to be efficient and effective in the pursuit of those opportunities. Having proper preparation and governance is key to reach and sustain that success. This e-book will help jump start a company’s move towards that ...