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Knowledge is power, especially when seeking to build and maintain a strong financial foundation during these changing economic times. From this webcast, you will learn:the steps to solidify your estate plan (life plan);what to consider when selling/transferring your business; andhow to protect your financial future through various planning strategi...

When there's a pandemic and the business landscape is no longer business-as-usual, you may wonder how best to proceed—how to keep going and find ways to not just survive but thrive. In this webinar with a spotlight on technology, we explore the ways to improve performance and how better information leads to better...

As families and family offices build their investment portfolios, they should consider private equity (PE) and venture capital (VC) with an eye on technological innovation. However, building a portfolio that incorporates both PE and VC investments is not straightforward. It requires skill and discipline. By looking at 2020 when private investments ...

On Monday, September 13, 2021, the House Ways and Means Committee released the text for proposed tax changes to be incorporated in a budget reconciliation bill called the Build Back Better Act. The 881-page text includes several significant changes to income and transfer taxes that could drastically change estate, gift, and individual income tax pl...

This year has made it abundantly clear that investing in China carries risk. How will recent regulatory shifts in China affect investment strategy? A diversified approach is the key to spread out exposure.

Family wealth encompasses more than the financial capital of the family. From a multi-generational and family sustainability perspective, it’s about thinking beyond the private wealth and incorporating a holistic approach that prepares the human capital, enhances the intellectual capital, and builds the appropriate governance framework. This shift ...

The U.S. House Ways and Means Committee has released its draft budget reconciliation bill. While the provisions presented are subject to ongoing negotiations, some are more likely to pass than others. In this summary, some key provisions of the proposal are highlighted, including the tax rates on long-term capital gains and trusts and estates, elim...

Join host Damien Martin in his ongoing quest for insights and best practices for affluent families and their advisors as he sits down with guest Jeff Davidson to unpack the often mystifying and sometimes daunting world of the family office. Here’s what’s covered: Who is Jeff Davidson? @02:35 Developing a national family business succession pl...

As the fast-moving tax reform train continues to pick up speed, Travis Lucas joins host Damien Martin in boiling down the thousands of pages of recently introduced proposed legislative text. Find out what the tax proposals might mean for you, your business, and your family.

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, the risk assessment should include whether the municipality has enacted any resiliency plans to combat risks from weather-related events.

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, banks and other financial institutions would be required to report information on the cryptocurrency transactions to the IRS to detect unreported inco...

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, there are three proactive changes you can take before an overhaul of the tax code is implemented.

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 tax proposals were anticipated, including the tax increase in capital gains; however, the Committee provided a few surprises.

Choosing the right technology among so many choices is hard. Deciding which technology to adopt and how to best use it are challenges for leaders, especially in a time of rapid change. The focus has now shifted from the cost of the technology to ensuring the right technology is used to fulfill business goals. This guide is designed to help you filt...

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. Before it’s too late, take advantage of the wealth planning techniques available to you.