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With over 500 million people and the fourth largest collective economic market in the world, the Mexican, Latin American, and South American markets hold great opportunity for investment and growth for multinationals. However, because of various incidences of political upheaval and economic changes, it’s important for C-Suite executives to un...

Irrevocable trusts have been part of estate planning for years. They have been used for a variety of purposes, such as to remove assets from a person’s estate in order to reduce taxes, to protect assets from creditors, and to provide management of assets for beneficiaries. However, many do not like the idea that the trust is irrevo...

The creation of a charitable remainder trust can provide you with a lifetime income stream while helping fulfill legacy goals of supporting charitable organizations that are important to you. There are two kinds, which are minor variations of each other: the Charitable Remainder Annuity (CRAT) and the Charitable Remainder Unitrust (CRUT).

In light of the recent severe weather events around the world, the Intergovernmental Panel on Climate Change’s Special Report on Global Warming of 1.5°C has caught the attention of the media and the public. The coordinated action of governmental policymakers, politicians, and scientists will be required to address the serious concerns rai...

The past couple of years have proven to be banner years for private equity and merger and acquisition activity, with no signs of slow down in 2019. With cash on hand to invest and the increase in Representation and Warranty Insurance policies, forecasters expect these trends to continue. Podcast host Michael Cohen is joined by Luca Salvi to discuss...

For companies doing business in multiple states, determining state tax responsibilities has always been a challenge. However, 2018 was a notably busy year. The Tax Cuts and Jobs Act (TCJA) brought federal legislation that left states needing to react quickly, and with tax reform 2.0 looming, the challenges are not over. In our state tax recap, we e...

While the headline index reading continues to indicate middle market conditions are robust, the forward-looking Middle Market Business Index (MMBI) subindices imply that inflationary pressures and a tight labor market may in part account for reduced enthusiasm and uncertainty heading into 2019. Clouds are forming on the horizon related to declining...

Your organization’s people strategy should align with your business strategy, and every people-related initiative should result in something that your customers value. Knowing how to find the right people and get them to want to work for you and stay is the secret to competitive advantage. Leverage your human capital and take advantage of the...

The reality today is many companies have relied too much on conducting just a cybersecurity compliance checklist assessment and framework. While compliance with government and industry documentation standards is good, it is not sufficient, nor does it ensure real information security. Organizations need to take appropriate action both before and af...

In this year’s global CEO survey, the prevailing sentiment is one of caution in the face of increasing uncertainty. Unlike the past year, CEOs are less bothered by the broad, existential threats like terrorism and climate change, and are more ‘extremely concerned' about factors that affect the ease of doing business in the markets w...

The results of the U.S. Family Business Survey findings brought out the importance of being prepared to compete in a far more digital economy. Family businesses have built up trust among loyal employees and their ownership group. So how to turn values like loyalty and hard work into a multi-generational success story? There are four moves ahea...

For insights on integrated wealth planning, this issue of The Advisor presents a view from the top with Joe Kahn, The New York Times Managing Editor, the impact of globalization 2.0, and the U.S. presidential election 2016 and the candidates’ tax platforms. Also in this issue are the best practices in providing age-appropriate transparency wh...

Asset protection follows the continuum of life’s events, reflecting the changes that individuals, families, careers, businesses and wealth undergo. Within the wealth spectrum, a simple way of thinking about asset protection strategies is from lower risk and simpler tactics to higher risk and more complex and sophisticated tactics. This approa...

The Foreign Account Tax Compliance Act (FATCA) is in full swing. Non-US financial institutions have completed reporting of US account holders for tax year 2014 and will soon begin compiling for their 2015 FATCA reports. Just as international families and their advisers are getting used to myriad requests for FATCA Form W-8 certification forms, more...

From a tax perspective, 2016 was a relatively calm year. But this relative calm shouldn't create complacency. Instead, it creates two significant opportunities for year-end planning. First, you can redirect the time and energy spent understanding new laws in years past toward a holistic look at your tax situation and plans for the future; you m...