In a tight labor market, companies are offering a range of benefits and incentives to address the need for a qualified workforce comprised of Boomers, Gen Xers, and Millennials. But are companies striking a balance between the incentives they offer and those that potential employees value?
The Tax Cuts and Jobs Act reduced income tax rate for C corporations from 35 percent to 21 percent in 2018. No sooner was the ink dry on the new law before owners of pass-through entities began to work with their advisors to determine if it made sense to convert their entities to C corporations. As is often the case with sophisticated tax planning,...
In an infographic capturing the findings from a sampling of 354 cyber claims in the 2017 NetDiligence® Cyber Claims Study, it highlights the weak links, type of data targeted, and the damages associated with a breach. From those claims—where 343 involved the loss, exposure or misuse of sensitive personal data from a variety of industry sectors—huma...
For businesses to successfully navigate today’s cyber threats and effectively respond to data security events, understanding the costs associated with a data breach is critical. Incidents at Fortune 500 organizations get significant media coverage, but the reputational and financial impact to small and middle market companies can be even more damag...
Investors awoke from their multi-year slumber in late January to a nasty reminder that stock prices are volatile. After a period of calm in the stock markets that rivals the longest in recorded history, a jump in average hourly earnings and the recent backup in bond yields refocused investor concern on the prospect of higher inflation down the road...
The Trump administration’s recent effort to impose tariffs on steel and aluminum imports into the United States has provoked a significant backlash among free-market economists, business leaders, and Republicans in Congress, among others. They worry that the imposition of protectionist measures designed to insulate domestic manufacturers from...
If you are a newer family foundation with one or two generations on the board, five generations may seem like a long time away. Yet in family philanthropy, quite a few foundations have been operating and thriving for 50, 75, even 100 years. What’s the secret of these family philanthropies that make it five generations, and across family branches? H...
Many entities face the same types of security incidents, and some handle an incident well while for others it’s a disruptive and costly one. The entities that fare better have prepared for an incident and use lessons-learned from prior incidents. In this 2018 edition of the Data Security Incident Response Report, it analyzed the statistics an...
The Tax Cuts and Jobs Act went into effect on January 1, 2018, and some experts suggest there could be a significant impact on charitable giving. Kim Laughton, President of Schwab Charitable, sat down with Hayden Adams, CPA, Director of Tax and Financial Planning at the Schwab Center for Financial Research (and former IRS agent) to discuss the new ...
Over the past several years, the U.S., along with the rest of the world, has experienced an increase in the number of catastrophic hurricanes, earthquakes, wildfires, flooding, and other devastating natural disasters. Despite the increase, FEMA estimates that more than 60 percent of Americans do not have an emergency plan for their households. Bein...
The popularity of international travel will grow and evolve as accomplished individuals seek to add memorable and thrilling experiences to their lives. While you can certainly experience a special trip nearly anywhere in the world, don't be hasty in your preparation. Protect yourself with the right information and insurance to avoid large and s...
Today, businesses are navigating a massive cultural shift. Sexual harassment is an issue that must be dealt with. Business owners, managers, HR professionals and other leaders have a responsibility both to safeguard employees, and to protect their companies against liability. From small to midsized businesses to major companies, the need for proper...
In December, President Trump signed a new tax bill into law that is the largest tax overall since 1986. Learn how the new bill may affect your employee benefits programs. Watch and listen to Compliance Officers and Employee Benefits experts discuss the impact of the 2018 tax reform on employee benefits, as well as proposed regulations on Associatio...
As the economic cycle progresses, the next recession draws inexorably closer and brings with it the next downturn in the credit cycle. Recognizing this, institutional investors are increasingly considering allocations to distressed debt managers. While lumping all distressed managers into one group is tempting, different managers have meaningfully ...
Following the first negative quarter for domestic stocks since 2015, the second quarter of 2018 began on a sour note, with the S&P 500 Index falling 2.2 percent and the technology-heavy NASDAQ dropping 2.7 percent today. Consumer discretionary stocks were also notably weak performers while international stocks fared only slightly better than th...