JULY/AUGUST 2023

Estate Planning & Taxation / The Modern Practice / Retirement Benefits / International Practice

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PREPARE TO COMPLY WITH UPCOMING CORPORATE TRANSPARENCY ACT REPORTING RULES
Implications for family offices and their advisors

DECISION TO STOP EATING AND DRINKING
Understanding and explaining this option to your client

PAYING EMPLOYEES DIRECTLY FROM A TRUST
Best practices to migrate risk and safeguard assets

ESG: BACKLASH TO BACKLASH
A valid investment discipline regardless of the politics

SPECIAL NEEDS AND ELDER LAW UPDATE
A rundown of recent court decisions

Learn what’s new at...

• ALSAC/St. Jude Children’s Research Hospital

• Bassett Healthcare Network

• CITI Bank UK

• NAEPC

• The New York Community Trust

• NFP Insurance Solutions

• Notre Dame Tax & Estate Planning Institute

• Southern Federal Tax Institute

• The Trust for Public Land

• WealthCounsel

July/August 2023 issue