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Economic Pressures Can Crystalize Digital Transformation
Grant Thornton
There’s a surging demand for smarter solutions across every aspect of business. And digital transformation promises results in the face of economic pressures and budget cuts. While there may be
The Health and Wealth Connection
BMO Family Office
Both your physical health and your financial well-being are connected to good habits and hard work. While good habits can help prevent negative health events, nothing is guaranteed. It’s
The 2023 Tax Reference Guide
William Blair & Company
For income earned in 2023 and tax returns filed in 2024, this reference guide provides information on the tax rate schedules, exemptions, and contributions to savings plans. 
Shifting Power to Shift Systems: Insights and Tools for Funders
Rockefeller Philanthropy Advisors
Philanthropy continues to wield disproportionate power today. However, a more nuanced conception of shared power has emerged and has spurred an increasing number of funders and ecosystem partners to
Seven Technology Industry Predictions for 2023
BDO
After a turbulent 2022, the technology industry is facing another busy year ahead amid a shifting M&A environment, widespread layoffs, and an increased focus on corporate governance. We analyze
Guide to Insuring Your Wine and Spirits
Chubb Personal Risk Services
While some wine and spirits enthusiasts take pride in making sure their collections are protected in case of damage, spoilage, or loss, a surprising number are uninsured or underinsured. If you don
How to Protect Your Wine
Chubb Personal Risk Services
Whether you are collecting wine for the enjoyment of drinking or as an investment, it’s important to protect your wine. In this easy-to-reference guide, tips are provided in four key areas to
SECURE 2.0 Act: Key Takeaways Affecting Retirement Plans
Greensfelder, Hemker & Gale, P.C.
The SECURE 2.0 Act of 2022, signed into law by President Joe Biden on December 29, 2022, makes significant changes to the administration and taxation of retirement plans. It addresses many practical
Where Have All the True Investment Fiduciaries Gone?
HighView Asset Management
When it comes to true investment fiduciaries, there are two standards of care: suitability and fiduciary. In this video, HighView CEO Mark Barnicutt shares his perspectives on both standards, the
Accounting and Tax Trends in Philanthropy
BPM
The quest for nonprofit funding and ways to obtain it continues to evolve while donors want to know the impact of their funds. In this discussion, BPM’s Daniel Figueredo and Tami McInerney