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Discussions between the U.S. and China regarding trade and tariff issues remain fluid. Markets are increasingly optimistic that an agreement between the two countries can help restore globalization trends, but protectionism could still weigh on growth. In Europe, the economy continues to report signs of weakness. In the U.S., labor conditions remain robust, with 3.8% unemployment rate. Sentiment indicators have been mixed, and surveys of corporate CFO priorities show a shift into more defensive strategies (away from expansion).

Prevention matters, and knowledge is the key to prevention. By understanding exactly what identity theft is, how it happens, and how it affects you, you will be better able to prevent and, if necessary, resolve identity theft. Learn more about identity protection and some simple steps you can take to further reduce your susceptibility.

It has been a great start to 2019 in the marketplace, beginning with impact investors making strong returns. Next, notable companies are being acquired or completing IPOs. Opportunity Zones are a hot topic, and many investors have been asking about an OZ fund.

Single family offices (SFOs) have long been an established way for wealthy families to create accountability and structure around the myriad needs of family members. Yet decades of experience have revealed that families too often fail to recognize—or choose to ignore—early signs that an existing SFO structure is cost prohibitive or failing to meet a family’s shifting needs. For the infographic, click here.

Moving from home to college is a rite of passage that requires a teenager to assume more responsibility for their actions and requires a parent to respect their child's budding independence. Before college-bound teens make the move, there are important factors families need to fully consider regarding their children’s personal safety, health, liability, and financial risks.

College years can be an exciting time for young adults, as they get their first taste of independence and being self-sufficient. However, the responsibilities of coming-of-age also comes with significant risks. Parents can help their college-bound children by following essential tips on reducing risky driving habits, managing cyber threats, and building a healthy financial lifestyle.

As threats continue to mount, understanding and managing cybersecurity risks has become top of mind for leaders in business and government. According to the Federal Trade Commission, business executives often ask how to manage confidential information. While experts agree there is no fool proof solution, there are some high-level principles for operating in the 21st century cyber threat environment.

Over the past decade, matriarchs and patriarchs of successful families have been shifting their focus from their children to a broader group of individuals, such as grandchildren, siblings, and nieces. Often, they choose to create family banks, which are typically trusts that are funded to help individuals pursue entrepreneurial opportunities, venture philanthropy, and knowledge in a structured and more-likely-to-succeed manner. Family banks can be customized to fit a family’s agenda, and the risks inherent in family banks can be thoughtfully managed.

This recorded webinar Illustrates how effective annual income tax rates for a C corporation differs, depending on whether it distributes all, part, or none of its annual earnings. This provides a more realistic base against which to compare one's tax rates as an owner of a pass-through business entity, such as an S corporation, partnership, or sole proprietorship (the latter two which may be LLCs).

Trusts classified as foreign for U.S. tax purposes, whether established under the law of a U.S. state or of an offshore jurisdiction, must review whether they have any U.S. tax or information reporting filings to make in 2019 with regard to income earned and distributions made in 2018. This article provides trust officers and family advisers with a summary checklist, including other filing and reporting requirements for foreign trusts.