Values-Aligned Investing by Lisa Goldberg, Kirsten Meder, & Simge Ulucam April 18, 2022
Divesting from oil and gas companies has long been an approach favored by investors concerned about climate change and the environment. While there are conflicting opinions as to the effectiveness of this approach in affecting change, divestment offers...
Active Tax Management by Lincoln Fleming April 5, 2022
After the challenging planning environment of 2021, wealth advisors might do well to regroup with clients to ensure that decisions made under the constraints that prevailed late in the year are best positioned for implementation. Across today’s dynamic tax, political, and economic landscapes...
Values-Aligned Investing by Austin Wilson January 12, 2022
Are nondisclosure agreements (NDAs) and mandatory arbitration standard employment procedures or barriers to workplace diversity, equity, and inclusion?...
Tax Regime Change by Lincoln Fleming November 9, 2021
President Biden recently announced a framework agreement with congressional majority leadership on the Build Back Better legislation. The framework includes a significant number of changes when compared to prior tax proposals...
Tax Regime Change by Lincoln Fleming October 29, 2021
A number of tax proposals have been released this year to raise taxes on ultra-high-net-worth (UHNW) individuals. While some may be tempted to react to every proposed change, the reality is that whether any proposals will be enacted...
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