Meetings Matter: A Practical Guide for Philanthropic Families
National Center for Family Philanthropy
In this guide, Janice Simsohn Shaw shares tips for running a smooth meeting, based on the close consideration of the purpose, outcomes, process, and people involved. Constructive templates are also
Five Ransomware Themes Keeping Directors Up at Night
Board oversight is critical in the management of cybersecurity as a whole, but especially for ransomware, since the increase in attacks year-over-year is up as much as 715% according to a study by
2021 Tax Outlook Survey and Tax Policy Agenda Video Series
Increased complexity has become the norm in the world of tax. From the passage of tax reform to new legislation allowing states to levy taxes on remote sales, tax executives have had to flex their
ESG Principles: Applying Your Personal Values to Your Corporate Bond Portfolio
There is a growing awareness that investment-grade corporate bond investors can use the same environmental, social, and governance (ESG) metrics popular in equity portfolios. Though in its early
With Change Looming, is 2021 the Peak of Wealth Planning?
Baker Tilly
The political landscape in the U.S. shifted significantly in 2021. With that change, many anticipate major revisions to the tax laws, which will likely make transferring wealth much more difficult.
Charitable Trust Planning: Share your Wealth and Defer Capital Gains
Baker Tilly
High-net-worth individuals who are exploring charitable giving have many different options, but charitable remainder trusts and charitable lead trusts are two straightforward planning vehicles that
Proposed Estate Tax Changes: Prepare Now to Preserve Your Assets
In anticipation of the expected tax changes that could be enacted under the Biden administration, it’s a good time to review and update your estate plan. As part of your review process,
House Ways and Means Committee Releases Initial Tax Proposals
On September 13, 2021, the House Ways and Means Committee released draft legislation that proposes a series of tax increases and tax cuts, which will undergo a round of markups by the Committee. Most
U.S. Treasury Proposes New Cryptocurrency Tax Compliance Rules
Cryptocurrencies have rapidly gained market acceptance and the U.S. government is determined to establish rules for reporting cryptocurrency transactions. In the latest proposed tax compliance rules
Extreme Weather Events: Assessing Climate Risk in the Municipal Bond Market
With the frequency and damage of weather-related events continuing to rise, now is the time for municipal bond investors to assess and mitigate the climate risk. Along with other measures to take,