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There has been much discussion regarding the Qualified Opportunity Zone program established via the Tax Cuts and Jobs Act in 2017 because of potential tax advantages. This program aims to incent long-term private sector investment in low-income communities nationwide while allowing investors to potentially defer and partially reduce capital gains t...

Whether you’re building a new home, rebuilding after a loss, or completing a significant renovation, adhering to best practices—including creating defensible space—can greatly increase a home’s ability to withstand a wildfire.

Recent scholarly research has validated concerns about the comprehensive absorption of costs associated with the number of trade spats in which the United States is now engaged. That research implies that American firms and households are paying $3 billion-per-month increase in costs caused by trade policy. In this publication of The Real Economy, ...

A credit freeze is a free mechanism that allows you to restrict access to your credit report. Although there are limits to a credit freeze, it will generally prevent thieves from opening new accounts in your name because most creditors require a credit report before extending you credit. Learn how to initiate a credit freeze and restrict access to ...

Identity theft occurs when personal information about an individual is stolen and used typically for financial gain. Criminals can obtain personal information electronically through hacking or illegally purchasing information from the Deep Web/Dark Web. They can also obtain information through paper records that are not properly disposed of or secu...

If there were any lingering doubts about the necessity of digital transformation to business longevity, the coronavirus has silenced them. With rare exception, operating digitally is the only way to stay in business through mandated shutdowns and restricted activity. It’s go digital, or go dark. With the right approach, businesses can come ou...

U.S. Capital markets are facing pressures from significant societal shifts as the novel coronavirus pandemic continues to spread across the globe. For boards and stakeholders charged with governance in earning the confidence of current and would-be investors, it will be paramount to demonstrate leadership integrity and intent through the crisi...

Effectively adapting to adjustments in economic culture and wealth is often difficult and requires families to balance past tradition with the need to move forward. Internationally-recognized family wealth psychologist Dr. James Grubman joins host Damien Martin to discuss the dilemmas, decisions, and challenges that come with wealth and share real-...

Even the most well-run, retirement plans can be the target of an excessive fee claim, which can cost millions of dollars to defend and/or settle. Being prepared and taking the necessary steps—including obtaining fiduciary liability insurance—can help reduce the claims, mitigate the exposure, and protect against potentiall...

Traditional benchmarks don’t work for taxable investors seeking to put their after-tax performance in perspective. The solution are customized benchmarks, which means knowing how to calculate your own personal index. It’s not a simple task, but it’s essential for any manager who wants to look credible in the tax-management sp...

Attorneys from Warner’s Cybersecurity and Privacy practice group and eDiscovery practice group provide their review of 2019’s new laws, biggest cases and most significant data breaches, and discuss lessons learned and the emerging trends to watch.

As businesses and customer-facing companies consider best practices for reopening under the COVID-19 environment, they should develop a thoughtful plan to reduce the chance of exposure to the virus. We explore five ways for businesses to help ensure their employees and customers remain safe while keeping in mind the type of business, the state and ...

With growing amount of data breaches and stepped-up cybersecurity concerns related to COVID-19, along with increasing data privacy regulations, companies must drive awareness throughout their organizations and take advantage of benchmarking opportunities to properly deploy generally limited resources. To help strengthen your data security and priva...

When nearly 350 senior risk professionals were asked to identify their biggest concerns over the next 18 months for both the world and their business, they listed economic distress as their top concerns. Yet leaders must act now to address the knock-on effect of far-reaching environmental, societal, and technological risks. This report examines fam...

As businesses look to transition from lockdown to a return to work, there is also the recognition that the period of transition may include starts and stops, so flexibility and thoughtful planning will be essential. This Guide identifies immediate actions to consider when preparing, implementing, and managing a return to on-site work.