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Employee Expense Policies

A good employee expense policy and proper tools to facilitate expense reporting can lead to many positive outcomes, such as increased trust and productivity, improved morale, and easier financial management.

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Building an Association for Estate Managers

We're organizing a strategic planning committee to discuss first / next steps. At this time, we're inviting members of the Estate Management Network to join the committee. We're looking for 7-12 people who represent the different facets of our community.

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Panel Discussion – How Does One Become an Estate Manager?

There's no 'single path' to becoming an Estate Manager. Here from a panel that transitioned from various backgrounds and get their tips and advice. The panel will be followed by a breakout Q&A / workshop that you'll automatically be seated in when the discussion ends so that you can add to the conversation.

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Wynn Win // Loaning Fine Art

When a high-value piece of art is acquired, where it ends up can have significant effects on how it is taxed. Consider the benefits of loaning art to cultural institutions for major savings.

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