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Even as markets improve, investors may not be ready to reembrace risk. Closed-end fund activity offers a surprising view.

Existing tax laws, the CARES Act, and election year uncertainty make it wise to be generous now in support of extraordinary needs. Learn tax-smart giving strategies and why you shouldn't wait until the end of the year to have charitable conversations.

Can investors capture market returns and harvest tax losses amid periods of high volatility? Find out how the markets in 2020 and in 2008 provide guidance for beneficial tax management during a crisis.

For families holding illiquid assets, anticipatory pre-liquidity planning can greatly improve asset protection, wealth transfer, and tax outcomes. Using Wyoming entities, a review of pre-liquidity planning strategies is provided with a snapshot on the state’s modern trust statues, asset protection laws, and tax laws. Families soon discover Wyoming also offers enhanced asset protection and retained control with an emphasis on administrative and cost efficiency.

The tax stakes are substantially higher in Massachusetts for the residents than they are for nonresidents. However, with the latest court ruling, Massachusetts estate tax can now apply to out-of-state trusts. The implications are significant, and they are a reminder that the Commonwealth takes an expansive view of its taxing authority in situations involving taxpayers with connections to multiple states.

As organizations move to a more remote workforce, automating the on-boarding and off-boarding process to a zero-touch deployment is more important than ever. New policies and procedures need to be established as interaction between organizations and their employees change in a post-COVID world. In this webcast, the BPM team discusses considerations and information your organization needs to know to ensure an efficient employee management process.

Managing your business and personal strategies can present several financial, managerial, and emotional complications during a time of uncertainty. No doubt the COVID-19 pandemic and social unrest are challenging the normal operating model and creating struggles. To help business owners tackle the issues they may be most concerned about, three 10-minute videos provide guidance on cashflow considerations for business and personal matters, future sale, and succession planning opportunities.

There is an increasing desire among families to work together to use their resources to solve social challenges. And while a variety of challenges can compromise the work, successful intergenerational giving strategies can foster an ongoing tradition of giving, make an impact on issues the family cares about, and deepen family relationships. In this podcast, learn about what contributes to these successful strategies.

With almost two million nonprofits in the U.S., including thousands of local community foundations, it can be overwhelming to know where to start to help during a COVID-19 pandemic. Four steps are provided to help you identify your giving priorities and guide your search for charities that are offering support and relief during this disaster.

Will the Vatican’s “clean and renewable” energy announcement impact fossil fuel investors? Learn more about the changes to Catholic investing, including how the three priniciples of doing no harm, active corporation participation, and positive strategies can address the market realities.