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2021 Estate Planning Outlook: Transfer Tax Changes on the Horizon
Schiff Hardin
The big question in the estate planning world today is whether, when, and to what extent the U.S. Congress will enact changes to gift, estate, and income tax laws. With many challenges facing the new
Opportunities Emerge as Munis Come Back to Earth
Parametric
Municipal bond yields have finally begun to move higher. The surge is a natural and healthy development—reflective of an improving economic landscape but not a marked upshift in inflation.
The Commonsense Case for Real Action on Diversity and Inclusion
Parametric
As the surge of interest in creating a more just and equal economic system gathers force and begins to translate into real action, so do its detractors. From an investment perspective, the source of
Marsh Family Office Insurance Benchmarking Study 2021
Marsh & McLennan Companies
2020 was a year of diverse risks marked by a global pandemic, a record number of storms, catastrophic wildfires, and ongoing threats to people and property from other perils, including cyber risks.
Corporate Transparency Act Creates Privacy Concerns for Family Offices and Private Trust Companies
Waller Lansden Dortch & Davis (now part of Holland & Knight)
High net-worth families for whom privacy is a paramount consideration may be concerned that the Corporate Transparency Act, which became law on January 1, 2021, creates a risk of sensitive ownership
NOW Podcast: Solving World Hunger Through Innovation, Part 2
Brown Advisory
In Part 2 of the conversation on solving world hunger through innovation and strategic investing, we welcome two more entrepreneurs. Ezinne Uzo-Okuro, CEO of Terraformers, is using her
NOW Podcast: Solving World Hunger Through Innovation, Part 1
Brown Advisory
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
3 Ways to Keep Remote Employees Engaged
BPM
With the right tools and commitment, most businesses can make remote work just as productive, if not more productive, than in-person office work. Ultimately, remote work requires leaders to retune
Is the U.S. Equity Market Heading for a Bubble?
Parametric
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
Simply Tax Podcast: 2021 Tax Filing Season Begins
BKD CPAs & Advisors
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