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Taking affirmative steps to move one’s property and connections out of their old home is critical to avoiding undesired consequences, such as dual domicile treatment or taxation by another state. This checklist identifies primary and secondary factors that should be considered when establishing domicile in a new state for income tax purposes.

The employer’s safety protocols are an essential tool to help reduce the community spread of COVID-19 in the workplace, prevent and defend against lawsuits, and demonstrate compliance with OSHA safety requirements. To help develop your organization’s written policies and protocols, use this self-inventory toolkit with best practices and...

As an employer, what do you do if you suspect that one of your employees has COVID-19? When is it safe and compliant for your employee to return to work after COVID-19; after a case that is suspected or confirmed? To support you in answering these questions, use this flowchart to help you enable a safe working environment, be in compliance, and red...

President Biden has clarified he is committed only to a partial rollback of the Tax Cuts and Jobs Act of 2017, aiming to make permanent the tax cuts that went to lower- and middle-class Americans, while raising taxes on corporations and those earning more than $400,000 per year. A review of Biden’s platform shows there are five proposals that...

With the right tools and commitment, most businesses can make remote work just as productive, if not more productive, than in-person office work. Ultimately, remote work requires leaders to retune their managerial style to fit the situation. There are three powerful strategies that leaders can apply to help keep their remote employees engaged, and ...

Today, private equity real estate funds need innovative accounting technology to develop real-time insights and make financial decisions quickly. Having access to a team with dedicated Enterprise Resource Planning (ERP) technology specialists means fund leaders have the resources to implement and maintain systems and ultimately streamline accountin...

As organizations move to a more remote workforce, automating the on-boarding and off-boarding process to a zero-touch deployment is more important than ever. New policies and procedures need to be established as interaction between organizations and their employees change in a post-COVID world. In this webcast, the BPM team discusses considerations...

Existing tax laws, the CARES Act, and election year uncertainty make it wise to be generous now in support of extraordinary needs. Learn tax-smart giving strategies and why you shouldn't wait until the end of the year to have charitable conversations.

Ultimately, how well your wealth transfer plan fulfills your legacy and meets the needs of the next—and future—generations depends on whom you name as your trustee(s). This makes your trustee selection one of the most critical aspects of an already complex wealth planning process. To help navigate this selection process, work with a framework built...

With the unprecedented shift to working from home due to the COVID-19 pandemic, many employers had to quickly adjust to utilizing a virtual workforce. As a result, employers may be overlooking business-related expenses being incurred by their employees. This brief refresher provides guidance on employer obligations with regard t...

Layered beneath the difficulties of adapting to the challenges of the COVID environment, there are opportunities for family offices to capitalize on growth that line the path to sustained success. In this e-book of insights, learn how to help your family office move through the pandemic and thrive—from investment analysis and tax strategies t...

COVID-19 has pushed many healthy businesses into a distressed position where they find themselves needing to raise financing, restructure debt, or sell the business to survive. For private equity funds with dry powder—available cash—on hand, a strategic investment in those businesses are under consideration. However, an acquis...

As a clearer picture of each U.S. presidential candidate’s platforms emerges, many have yet to consider how a potential change in leadership may impact their current estate tax and income tax. This guides provides a thorough outline and comparison of both Biden’s and Trump’s tax platforms and includes possible impacts to high-inco...

Business closures have been immensely difficult for companies of all sizes during the COVID-19 pandemic. But reopening is proving difficult, too, especially given the ever-changing nature of the pandemic. As cases have surged in new parts of the country, businesses have been forced to reassess their operational plans in both the near- and long...

There are policy changes and new procedures that companies—including family offices—should consider when reopening amid the COVID-19 pandemic, particularly given the increase in cases in many parts of the country. But companies cannot change policies in a vacuum. Instead, they must clearly and effectively communicate these changes to em...