July 7—By drastically increasing the federal estate and gift tax exemption, the 2017 Tax Cuts and Jobs Act created a significant estate tax mitigation opportunity for high-net-worth individuals and families. The question now is: Have already strong estate tax mitigation opportunities become even more powerful in the pandemic? National Director of Wealth Strategies Blair Talty discusses how these strategies have indeed been strengthened during COVID-19.
June 30—Current day circumstances are prompting college students to possibly pivot from their pre-COVID-19 plans in ways that explore alternate possibilities and protections—all of which can be framed by asking the right questions in this moment.
Our Business Owners Outlook is a quarterly survey that explores business owners’ concerns and outlooks on themes that are most important to them. In this issue, The Power of the Pack, survey respondents shared their attitudes toward vital networking connections and opportunities.Our survey revealed some stark differences between men and women business owners regarding access to peer groups and mentorship.