What Families Should Know About Tax Identity Theft

Published on January 26, 2026

Ultra-affluent families face risks that differ significantly from those of the general population. Complex structures, such as multiple entities, trusts, K-1s, and investment partnerships, create more opportunities for sensitive information to be shared across advisors and custodians. Large refunds and tax payments represent enticing entry points for criminals.

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US Department of Labor announces compliance assistance tools to help employers understand federal labor laws, avoid violations

January 26, 2026
WASHINGTON – The U.S. Department of Labor’s Wage and Hour Division today announced the launch of several compliance assistance resources designed to promote greater compliance with federal labor laws and empower employers with the tools and knowledge they need to prevent violations.The new tools include a compliance assistance webpage, a video series on the Family and Medical Leave Act, and revamp

Tax-Managed Portfolios for the Right Investor

January 26, 2026
Equity markets have delivered strong returns in recent years, leaving many investors with substantial unrealized gains across their portfolios. Let’s consider how a tax-managed long-short strategy could be a powerful tool in the pursuit of tax efficiency—for the right investor.