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Are the potential benefits of premium munis worth the high cost to investors? Find out why avoiding them may lead to missing out on great value, beginning with understanding the relationship between a bond’s yield, price, and coupon rate to make sound judgments.

For employers with less than 500 employees who provided benefits under the leave program of Families First Coronavirus Response Act (FFCRA), a separate line of identification and reporting is required on the W-2 Form. Guidance is provided in the IRS Notice 2020-54 to help employers properly report 2020 emergency paid sick leave and expanded family medical leave wages paid to employees under the FFCRA.

Adding dual factor authentication to your social media helps make sure that you, and only you, can access your account. Instead of only entering a password to log in, an extra security key will be required to access your account. Step by step, learn how easy it is to configure for your Facebook, Instagram, LinkedIn, SnapChat, WhatsApp, and Twitter accounts.

With the lifting and re-evaluation of the "shelter in place" orders amid the COVID-19 environment, it is critical to have a responsible plan when restarting business operations. Recommended guidelines for the workplace—including worker health and wellness precautions, COVID-19 testing options, office work considerations, and employee benefits eligibility guidance—are outlined to ensure preparations are made to see through the crisis.

Several converging factors threaten to upend the status quo in real estate investing, bringing an unprecedented revolution that is forcing both investors and asset managers to reexamine their beliefs, processes, and infrastructure. To position your portfolios well and formulate well-informed responses, it is critical to focus on the emerging trends, opportunities and threats, ESG considerations, and the impact of technology.

When seeking to preserve the family legacy and wealth, families can create custom-tailored trusts to meet their specific needs and goals. In this overview, learn about why families form trusts, the different types of trusts available, the essential role of trustee, and why families might choose a bundled trust structure versus a Directed Trust structure versus a Private Family Trust Company.

Historically, bank loans and high yield have traded off in terms of which protected better in market downturns. But in light of this unprecedented pandemic crisis, it is very sound and well-grounded for investors to ask what the unique advantages and disadvantages are from each. Certain investor situations may necessitate maintaining an overweight to one or the other or holding only one.

As an alternative to ETFs, investors are seeing the value of investing in separately managed accounts (SMAs), which offer diversified, index-like, and customizable exposure. However, what does it mean for investors who already hold a basket of appreciated ETFs but would like to unlock the potential of SMAs? This dilemma is explored through a reasonable set of future scenarios to provide guidance on when it might be time to sell and hold.

The treatment of capital gains and taxes become a little more complicated when considering a mutual fund investment. There are two scenarios where a mutual fund investor may end up paying more in capital gains taxes than expected. And the amount you pay may not depend only on you.

For families contemplating a liquidity event, anticipatory pre-liquidity planning can greatly improve tax savings when using Wyoming entities, which benefit from modern trust statutes. A review of some of the strategies and structures—including blind trusts, regulated and unregulated private trust companies, and directed trusts—shows how they can also provide asset protection and retained control with an emphasis on administrative and cost efficiency.