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Tax Regime Change by Lincoln Fleming September 6, 2022
Ben Franklin once stated that “nothing is certain except death and taxes.” Clearly, he had never experienced a political environment like what we faced in 2021 and 2022—the revolving door of tax proposals meant there was very little certainty about taxes...
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Values-Aligned Investing by Kirsten Meder August 9, 2022
Tesla CEO Elon Musk recently criticized S&P for removing his company from its ESG indexes, tweeting that “ESG is a scam” and that S&P Global Ratings has “lost their integrity.” Did S&P err, or was the removal warranted? Is Tesla a “good” company or a “bad” company from an ESG perspective? As with many issues, good or bad is in the eye of the beholder...
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Values-Aligned Investing by Austin Wilson July 14, 2022
Every year, US shareholders file 400 to 500 resolutions that ask companies to address environmental and social (E&S) issues. If a company believes the shareholder resolution does not comply with procedural requirements or otherwise fits within an exception of Rule 14a-8 under the Securities Exchange Act of 1934, it requests...
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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...
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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?...
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