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Executive Compensation: Equity Compensation Continuum
Baker Tilly
Retaining and recruiting top talent has been a challenge for employers over the last few years, with companies struggling with how to best hold onto and reward employees. Even though there have been
Why Diversification in Your Portfolio Still Matters
Baker Tilly
In this uncertain environment, it is critical for investors to know what they own, have a strategy within their portfolio, and are diversified in their holdings. Most importantly, they should take
Family Governance: A Key to Maintaining Your Legacy
Baird
When setting up a family legacy plan that extends across generations, it’s vital to have a family governance plan that empowers a family to govern its wealth and enterprises as a cohesive unit
No Action for Theft of Personal Information Without Loss
Cozen O'Connor
In Canada, as in many other jurisdictions, data breaches that pose a real risk of harm to individuals must be reported. Apart from class action liability, data breaches can trigger large fines and
State Income Tax Planning with ING Trusts
Baker Tilly
Residents in 43 states pay state income tax, with the highest rate being 13.3%. When combined with the top federal marginal tax rate and the net investment income tax, residents subject to the
Employ Situational Awareness When Using ATMs and While in Public
Hawthorn, PNC Family Wealth
Your personal safety starts with being aware of your surroundings. Check out these physical security tips to learn how to be safe in parking lots, ATMs, and more. 
Cybersecurity Resource Guide
Hawthorn, PNC Family Wealth
Cyber threats and fraud schemes are designed to infiltrate and compromise your business. By using this cybersecurity resource guide and taking proactive actions to prevent cyber threats, you can
Safety Tips for Sending Money with Zelle®
Hawthorn, PNC Family Wealth
Zelle® is a fast and easy way to send and receive money with people you know and trust, like your babysitter, your fellow PTA mom, your son’s soccer coach, or your coworker. Whether you
Ten Minute Interview: How to Mitigate Trustee Liability
Foley & Lardner
Beginning with the trustee fiduciary duties to the beneficiaries of a trust, attorney Abbey Magnuson of Foley & Lardner’s Estate & Trusts Practice Group discusses ways to mitigate
Foundation Transitions: A Guide for Wealth Advisors
Foundation Source
Because nearly 90% of all foundations are set up with the intent to exist in perpetuity, their success depends on their ability to prepare for and manage change. The challenge isn’t merely a