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Special Report

Take care that DEI efforts do not tokenize employees (access required)

In recent years many organizations have been very intentional about the DEI work they have committed to. While at the same time, some organizations have mistaken intentional DEI work for marginalization, differentiation, and tokenism. This happens when organizations jump on ...

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Presenting DEI strategies virtually has both advantages, disadvantages (access required)

Leaders at local companies striving to achieve diversity, equity and inclusion are finding that working with a remote workforce has both its benefits and deficits.   Sady Alvarado-Fischer, Excellus BlueCross BlueShield’s director of diversity, equity, and inclusion (DEI), notes that the vast majority of ...

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Building a solid DEI foundation requires long-term commitment (access required)

Joseph Searles says building a Diversity, Equity and Inclusion foundation at one’s business or organization should be viewed as a journey, rather than a destination.   “It’s a long-term commitment,” says Searles, vice president and chief community engagement officer at Trillium Health. ...

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IRS issues tax inflation adjustments for tax year 2022 (access required)

The Internal Revenue Service recently issued Revenue Procedure 2021-45 providing calendar year 2022 inflation adjustments for more than 60 tax provisions. Two of these adjustments are of particular interest to estate planners: the increase to the basic exclusion amount (the “BEA”) to $12,060,000 and the increase to the gift ...

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Advantages and pitfalls of irrevocable trusts (access required)

When an earlier version of the Build Better Act — the $1.75 billion social spending bill being advanced by Democrats in Washington — proposed reducing the federal gift and estate tax exemption from $10 million to $5 million, local trust and estate professionals got a ...

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Finding the architecture in infrastructure (access required)

It’s probably not the right thing for an architect and business owner to admit, but by the time the new $1.2 trillion Infrastructure Bill passed I was too tired of all the discussion to actually take the time to understand ...

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