Learn how irrevocable trusts protect assets, reduce estate taxes, and provide long-term financial control by placing wealth ...
Active ownership is essential for investors aiming to drive long-term returns and mitigate risks by engaging with companies on material issues such as climate change and human rights. By collaborating ...
Editor’s note: The companion article, “What to Know When Your Client Is Considering Employee Ownership” explores how CPAs can advise clients interested in changing their company’s ownership model.