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Security Considerations and Planning for Independent Schools
Red Five Security
For parents with young children going to school, it is important to know that their schools have a strong and effective security program. The schools that invest the necessary time and resources into
What Is Direct Indexing?
Parametric
If you’re not sure what direct indexing means, you’re not alone. While the name may be new, the strategy isn’t. Get a quick primer on how this method of investing works, what its
A Digital Revelation Infographic: Protect Your Privacy from Everyday Digital Behaviors
Red Five Security
From the five billion records that cybercriminals exposed in 2019 to the 42% of teens across 25 countries having a problem with their parents posting about them on social media in 2020, it is clear
Third Time's the Charm?
BDO
The House Budget Committee released a third version of H.R. 5376 (the Build Back Better Act) on November 3, 2021. This draft increases the state and local tax deduction, brings back many of the
House Releases Rewrite of Build Back Better Tax Proposals
BDO
The House Budget Committee released a version of H.R. 5376 (the Build Back Better Act), which eliminated many of the previously proposed tax increases that would have impacted individuals. However,
For Family Offices, ESG Special Report Reflects Change and Opportunity
RSM US
As global interest in environmental, social, and governance (ESG) issues continues to grow, so does its importance to family offices. Key trends and insights outlined in this special report stand to
Building a Successful Family Office: Top 10 Questions to Answer
RSM US
Creating a family office and sustaining its success starts with a thorough assessment of your family’s priorities, objectives, and capabilities. Whether your family is considering forming a
Triage Tax Planning in the US: Adapting to an Uncertain Tax Bill
Cambridge Associates
The Build Back Better Act recently introduced in the US House of Representatives includes many tax provisions that would significantly impact US taxpayers. However, any major bill’s road from
Education in a Family Office: Strengthening the Family Legacy
RSM US
Whether knowledge is shared around the dinner table or in a boardroom, starting family member education early puts a family office in a strong position to strengthen the family’s legacy. While
Tax Implications of Residency Changes
Baker Tilly
Residency changes are often fraught with uncertainty from a tax perspective. States are not known for easily letting go of tax revenue and will often fight hard to keep it. If you have you relocated