Insurance Insights 360: A KPMG podcast series
PODCASTS
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Insight
How AI can be good news for wealth managers
Empowering wealth managers with AI. Boost advisor efficiency and enrich client engagement through innovative AI applications.
Insight
Family Office Fridays: Update on Charitable Giving Trends
Charitable giving is at the heart of wealth transfer planning for many high net wealth individuals and family offices. Many donors make contributions of property as well as cash gifts, and most tax planners are aware of the tax benefits of contributing appreciated publicly traded stock to charities. Recently, some donors are seeking to make gifts of other assets, including cryptocurrency. In addition, donor advised funds (DAFs) have become popular among donors for both cash and non-cash gifts, as they can facilitate efficient grantmaking over time and minimize administrative costs (relative to creating a new entity), as well as easing a donor’s documentation burden and allowing favorable deductibility rules. However, contrary to some popular perceptions, donors do not own or control the assets in a DAF, and donors should be mindful of the policies and limitations imposed by DAF sponsors.
Insight
From Digital Close to Intelligent Close
Join KPMG for this upcoming webcast. Attendees will learn: • An understanding of key pillars of an Intelligent Close, rethinking financial close process by starting at the transaction • Enabling technologies, in particular GenAI, which support practical improvements of transactional activities, accounting, and reporting • Characteristics of the modern accounting workforce to support Intelligent Close
Insight
Keeping United States Department of Defense mission ready with 5G smart warehousing
Insight
DEMPE Across the Globe
A review of global applications of the control of risk framework
