March 23, 2021 Got Cash? Here’s How to Move Off the Sidelines by Stacie Jacobsen, Adam Sansiveri Athletes that have reached the top of their game have spent a lifetime honing their skills, not letting any opportunities pass them by. That same determination should be applied to their hard-earned cash. Athletes & Entertainers, Wealth Planning Likes 0 SHARE Bookmarks
January 29, 2021 Should You Give SPACs a Shot? by Wrug Ved SPACs comprised nearly 50% of 2020’s IPO volume and show no signs of stopping. But are they right for you? Alternatives, Athletes & Entertainers, Business Owners, Capital Markets Outlook, Women & Wealth Likes 0 SHARE Bookmarks
January 27, 2021 The Gift That Keeps on Giving: Tax Breaks Renewed for 2021 by Jennifer Ostberg, Robert Dietz Last year’s tax incentives on charitable giving were renewed as the world continues to deal with the fallout from the pandemic. Here’s how to maximize the benefit while helping those in need. Athletes & Entertainers, Endowments & Foundations, Philanthropy, Women & Wealth Likes 0 SHARE Bookmarks
January 26, 2021 The Best Way to Keep Wealth All in the Family? Strong Governance by Emily Neubert How does your family make decisions about wealth? Since every family is different, there’s no “right” way. But there’s a common thread among families who successfully deploy their wealth to reinforce a shared purpose and vision—strong governance. Athletes & Entertainers, Business Owners, Family Engagement, Women & Wealth Likes 0 SHARE Bookmarks
December 16, 2020 The Giving Athlete by Andrew Bishop, Stacie Jacobsen Athletes often want to give back to their families and communities. But determining the “right” amount to give is not simple. It starts with assessing the amount needed today to secure lifetime expenses. Athletes & Entertainers, Wealth Planning Likes 0 SHARE Bookmarks
December 15, 2020 Giving by Design by Jennifer Ostberg Giving patterns have shifted in 2020, in response to the pandemic and social justice movements. Is your philanthropic plan flexible enough to support a pivot? Athletes & Entertainers, Diversity & Inclusion, Philanthropy, Women & Wealth Likes 0 SHARE Bookmarks
December 08, 2020 Keeping Holiday Traditions Alive (Virtually) by Heather George How can individuals stay connected to family as year-end holidays approach? Even though we’re physically apart, we can still uphold family traditions—just in a different way. Athletes & Entertainers, Family Engagement, Women & Wealth Likes 0 SHARE Bookmarks
December 03, 2020 Lower Your Tax Bill with These Year-End Strategies by Tara Thompson Popernik, Christopher Clarkson While 2020 has been a year of unknowns, taxes remain a constant. Or do they? This year, a new president has injected uncertainty into the tax landscape while several recently introduced incentives are set to expire by year-end. Athletes & Entertainers, Business Owners, Philanthropy, Tax Management, Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks
November 19, 2020 Hit the Big Time? Create a Legacy While Supporting Your Family by Stacie Jacobsen, Anne Bucciarelli, Adam Sansiveri You’ve dreamed of this moment your entire life—the big contract. Now that it’s finally arrived, how can you create a legacy and support your family and community? Athletes & Entertainers, Family Engagement, Philanthropy Likes 0 SHARE Bookmarks
November 18, 2020 The Window Is Closing for Donors to CARE by Jennifer Ostberg The CARES Act helped spur a tremendous outpouring of generosity in 2020. But many of its charitable giving tax incentives apply only to this year. Donors should mobilize now before those tax benefits disappear. Athletes & Entertainers, Endowments & Foundations, Philanthropy, Tax Management Likes 0 SHARE Bookmarks
October 22, 2020 The Secret to Divvying Up Assets? Communication by Anne Bucciarelli, Heather George How you divide assets among family members can have consequences in the future—some of them unintended. Be sure to fully explain your intentions in advance. Athletes & Entertainers, Business Owners, Family Engagement, Women & Wealth Likes 0 SHARE Bookmarks
August 04, 2020 A Quiet Summer Fuels Catalog Sales by Stacie Jacobsen, Adam Sansiveri The opportunity for songwriters and producers to sell their song catalog has never seemed more alluring. What is yours worth and does a sale make sense for you? Athletes & Entertainers, Wealth Planning Likes 1 SHARE Bookmarks
July 02, 2020 What You Can Do to Tackle Social Injustice by Anne Bucciarelli, Emily Neubert, James Thompson Recent national protests have raised society’s awareness about social injustice and systemic inequity. And in today’s interconnected world, even elementary-school-age children have likely seen events unfold in real time. How can you productively explore the issues and engage your family to be part of the solution? Athletes & Entertainers, Diversity & Inclusion, Family Engagement Likes 0 SHARE Bookmarks