Financial firms can have multiple holding and operating entities that can create complex inter-company workflows. This buyer’s checklist is provided to help you evaluate accounting software vendors, and it includes the must-have features of a modern accounting system formatted in a way that makes it easy for you to do a head-to-head comparison of multiple software vendors.
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Screens and integration are essential yet distinct ESG incorporation techniques. Both are used to enhance the portfolio’s overall ESG characteristics but are quite different in terms of implementation and outcomes. The concepts are interconnected and lead to consequential decisions that can affect the performance of an investment portfolio, as well as real-world outcomes such as climate change or human rights.
Investors may be familiar with the many different ways the sale of a stock can be taxed, but the complexity of the code means there are optimal and suboptimal ways of navigating it. Using the five basic tools for building a comprehensive tax-management strategy is key to delivering highly tax-efficient investment performance.
Investors have shown renewed interest in President Biden's twin infrastructure proposals—the American Jobs Plan and the American Families Plan—and what they will mean for their portfolios. With a focus on the tax changes that more directly affect equity investors, the road ahead should have fewer dangerous curves than some initially feared.
The perceived benefits of put options as a tool to protect against equity drawdowns are often outweighed by their complexity, implementation, and ongoing costs (both economic and behavioral). Investors are better served by adjusting a portfolio’s asset allocation. For those investors who must pursue a tail-risk hedge, a list of potential pitfalls and solutions is provided in the form of a case study.
When the artist Beeple sold a digital work of art for $69 million, it caught the world’s attention especially because that one-of-a-kind digital art was a non-fungible token (NFT). In this episode, we’re taking a look at this emerging blockchain technology and exploring how NFTs are transforming digital artwork. What We Discussed in This Episode:
A vaccinated and protected workforce will be the key to ending the pandemic and emerging from the COVID crisis. Employers are uniquely positioned, if not charged with, leading this effort, but a myriad of legal pitfalls must be considered. In this webinar, we explore the following legal and practical issues for employers:
President Biden’s tax proposals, while not enacted, are important to review and consider before any planning strategies are implemented in 2021 as they represent potential changes to current tax laws. The table in this article identifies key areas of income and transfer tax law affecting individuals and families, workers, corporations, and pass-through business entities, as well as those estates potentially subject to federal estate tax.
Ransomware is a dynamically evolving risk, impacting organizations around the world with rapidly increasing loss frequency and severity. The insights on this risk are intended to focus conversations around loss preparation and risk management, and help guide well-informed cybersecurity investments.
Amid low interest rates and volatile asset values, high-net-worth individuals are taking a fresh look at a powerful wealth transfer tool—grantor-retained annuity trusts, or GRATs. When GRATs are used correctly, they can reduce estate taxes and allow grantors to gift assets free of tax.