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From Australia to United States and many places in between, this Global Employer Guide reflects an easy-to-read summary of employment law that changed in each country over the past year, including pandemic-related changes where applicable. Visa processes, employee rights, contract requirements, transfer of business considerations, privacy standards...

While modeling your charitable nature for your children is important, studies have shown that the impact is even greater when role modeling is combined with meaningful discussions about charitable giving and its impact. Armed with this knowledge, parents can create meaningful opportunities to talk with their children and ask each other questions ab...

To position your wealth and philanthropic goals in an optimal position for the long-term, there are 8 strategies that can help activate high-impact capital and initiate purpose-driven charitable giving.

How can an organization be confident it is agile enough to react to the unknown and the evolving risk landscape? One of the best ways is by establishing a strong risk culture. In this e-book, Baker Tilly practitioners take a closer look at some of the critical risks that organizations are dealing with now, how those risks have evolved in recent yea...

As businesses look to grow and thrive, they will face tough choices between balancing budgets and addressing the employee benefits outlook. With a focus on ways to reduce the impact of cost-driving issues, this Employee Benefits Market Outlook report provides insights and actionable solutions employers can use to address the rise of healthcare cost...

Drawing from the perspectives of 200 family office decision makers across all major geographic regions, this research report provides insights into how they have responded to the economic and social change unseen in decades. It reveals a shift in their philanthropic investments, next-generation and succession planning, and crypto investments. ...

With many interested in helping the humanitarian crisis in Ukraine, this list provides suggestions on where you can donate. As with any donations, make sure your donation is secure by donating through an organization’s official website or sending a check in the mail.

Charitable giving used to predominantly exist as a transaction, but it has evolved into a philanthropic relationship rooted in long-term impact goals for all generations—from Boomers to Millennials. Whether you’re a person looking to give or an advisor to one, it’s helpful to understand generational giving motivations an...

With the next generation leading the way in philanthropic initiatives for private foundations, there's been a focus on program-related investments and social impact investing. There is also more direct activity where families are creating joint ventures with the grantees to ensure that the issues they care about are front and center. ...

Philanthropy is embedded in the fabric of wealth management. Whether it's the Silent Generation or Generation Z, each generation wants to make an impact through charitable giving. With each generation having its own set of beliefs and perspectives, it's important to bridge that gap and ensure that, as wealth passes through generations, the ...

Taking on the role of a direct household employer can be complicated—even for households with a single employee. This guide includes best practices for navigating the complex environment of household employment and provides practical advice on how to avoid the legal, financial, and reputational consequences associated with non-compliant employment.

As the world’s challenges become increasingly urgent and complex, philanthropists benefit from periodic analyses of strategy to inform their vision, goals, and optimal use of available resources. In this second biennial report that analyzes responses from 150 philanthropies across 30 countries, key insights are provided for anyone who is inte...

With an array of charitable giving options, it's important to understand how each gift could affect your annual deductions. Here's a quick guide to tax deductions, out-of-pocket deductions, and required substantiation. For the individuals and families looking to go beyond the standard donation, there are a few alternate options wi...

Families of wealth often ask for views on two related topics—how to think about philanthropy versus impact investing and how to best implement a socially and/or environmentally impactful investment strategy. While common themes transcend these topics, each is distinct and presents an opportunity by allowing families to engage in a powerful combinat...

In this second paper of a two-part series on philanthropy and sustainable investing, we outline how families may wish to identify opportunities within sustainable and impact investing themes. Along with four guiding principles to help create an impactful portfolio, we discuss the broad opportunity set, how to construct and then actively manage...