Thought Leadership
Understanding fixed income investments
Fixed income investments are a type of investment that provides regular returns to the investor over a specified period of time, in the form of interest coupon payments. There are many kinds of fixed income securities including Certificates of Deposits (CDs), U.S. Treasury bonds and corporate bonds. Within corporate bond fixed income, there are varying degrees of credit qualities which dictate the level of yield a bond pays. The lower the credit quality, the higher the yield needs to be to entice investors to buy the bond because of the increased potential for the corporation to default.
Fixed income investments are a type of investment that provides regular returns to the investor over a specified period of time, in the form of interest coupon payments. There are many kinds of fixed income securities including Certificates of Deposits (CDs), U.S. Treasury bonds and corporate bonds. Within corporate bond fixed income, there are varying degrees of credit qualities which dictate the level of yield a bond pays. The lower the credit quality, the higher the yield needs to be to entice investors to buy the bond because of the increased potential for the corporation to default.
Current trends in unclaimed property
At the end of June, the 2025 legislative sessions closed for all but a few states. As in past years, in 2025 a number of states proposed remarkably similar changes to their unclaimed property statutes, and identifiable trends emerged in both proposed and enacted legislation. While each state’s statutes may have had their own nuances, overall trends emerged that are likely to impact both holders and unclaimed property owners. To help companies obtain a better understanding of these trends, we’ve pulled together a summary of the notable trends that we’ve seen relating to unclaimed property in 2025.
At the end of June, the 2025 legislative sessions closed for all but a few states. As in past years, in 2025 a number of states proposed remarkably similar changes to their unclaimed property statutes, and identifiable trends emerged in both proposed and enacted legislation. While each state’s statutes may have had their own nuances, overall trends emerged that are likely to impact both holders and unclaimed property owners. To help companies obtain a better understanding of these trends, we’ve pulled together a summary of the notable trends that we’ve seen relating to unclaimed property in 2025.
Unpacking the benefits of the One Big Beautiful Bill Act
Many of the headlines written since the passage of the One Big Beautiful Bill Act (OBBBA or Act) in early July focus on the Act’s sweeping tax and spending measures. This is justifiable considering the Act’s economic impact could escalate to upwards of $5 trillion. Sitting below the surface, however, are a number of key provisions that impact the health and welfare benefits many companies offer their employees.
Many of the headlines written since the passage of the One Big Beautiful Bill Act (OBBBA or Act) in early July focus on the Act’s sweeping tax and spending measures. This is justifiable considering the Act’s economic impact could escalate to upwards of $5 trillion. Sitting below the surface, however, are a number of key provisions that impact the health and welfare benefits many companies offer their employees.
Modern convenience
How a Baker Tilly Advantage client success manager helped a family business build a transition plan for the future. A Baker Tilly Advantage client success manager uncovered back-office pain points for a family-owned gas station and convenience store and delivered solutions for the future.
How a Baker Tilly Advantage client success manager helped a family business build a transition plan for the future. A Baker Tilly Advantage client success manager uncovered back-office pain points for a family-owned gas station and convenience store and delivered solutions for the future.
New Form I-9: What employers must know in 2025 to stay compliant
In August 2024, the U.S. Citizenship and Immigration Services (USCIS) released a revised version of Form I-9, the Employment Eligibility Verification form, which all U.S. employers must use to verify the identity and work authorization of new hires. This updated form, valid through May 31, 2027, includes streamlined instructions, a condensed layout and clearer guidance on antidiscrimination practices, which all U.S. employers must exclusively use to verify identity and work authorization.
In August 2024, the U.S. Citizenship and Immigration Services (USCIS) released a revised version of Form I-9, the Employment Eligibility Verification form, which all U.S. employers must use to verify the identity and work authorization of new hires. This updated form, valid through May 31, 2027, includes streamlined instructions, a condensed layout and clearer guidance on antidiscrimination practices, which all U.S. employers must exclusively use to verify identity and work authorization.
Large county enhances efficiency and optimizes human resources information system
Learn how an HR assessment helped a local government automate tasks, evaluate workflows and centralize data to enhance efficiency and decision-making. This organization is one of the largest counties in the United States with more than 950,000 residents and includes a mixture of metropolitan, suburban and rural living.
Learn how an HR assessment helped a local government automate tasks, evaluate workflows and centralize data to enhance efficiency and decision-making. This organization is one of the largest counties in the United States with more than 950,000 residents and includes a mixture of metropolitan, suburban and rural living.