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Private companies find themselves navigating a tax landscape marked by rapid change and increasing complexity. The wave of legislative, economic, and technological developments over the past year has created novel challenges. There are also new opportunities and risks that come with the One Big Beautiful Bill Act (the OBBBA), making proactive planning and compliance essential.

With the passing of the One Big Beautiful Bill Act (OBBBA), the U.S. Federal Reserve cutting interest rates, and inflation showing signs of moderating, tax planning remains important for taxpayers seeking to manage cash flows and reduce their tax liabilities over time. As you close out 2025 and prepare for the year ahead, use this guide to help make informed decisions—and identify opportunities for reducing, deferring, or accelerating your tax obligations.

With the ongoing shift from disaster recovery to continuous operations for businesses, it represents more than a technical upgrade—it’s also about how organizations approach risk management, operational planning, and incident response. Addressing the changes, we explore how data center owners and developers can build comprehensive business continuity plans that avoid detrimental down time and mitigate costly compliance violations.

In this episode of Visions and Voices, Armanino's John Stewart joins Simran Kang from MyFO to explore the future of family office technology. Together, they discuss the challenges family offices face, like outdated tools (such as spreadsheets) and the lack of comprehensive data aggregation systems. They also dive into MyFO’s mission to simplify financial management through intuitive, user-focused technology. Key topics include:

In an unprecedented escalation of operational risk, the U.S. government shutdown has forced the Federal Aviation Administration and the Department of Transportation to warn of potential airspace closures and a reduction of commercial flights that can affect roughly 40 major U.S. airports, including Atlanta, Los Angeles, Dallas, New York, and Chicago. Private travel and aviation can also be affected if airspace closures occur.

A growing number of states, including Florida and Texas, have enacted laws limiting the rights of persons associated with countries of concern in areas such as purchase and ownership of real property, travel, data handling and storage, and donations. Focusing on a key case, alongside other case law bearing on limitations on persons from foreign countries of concern, there’s a clear need for affected businesses and investors to stay vigilant regarding compliance with both state and federal regulations.

Adapting to the new phase of life after the sale and exit of a business can be trickier than business owners are expecting—not anticipating the less-tangible challenges that can include the struggle with a lost sense of identity and even being unsure of how to introduce themselves after the exit. That’s why it’s important, well in advance of a liquidity event, to think about new outlets for time and energy.

Some executives approach governance and compliance as obligations. But the real payoff comes when those efforts strengthen resilience, which is no longer just a defensive shield. Instead, it’s a performance advantage that can also better position companies to anticipate disruption and act decisively when it strikes. Focusing on efficiency and profitability, this report explores the five traits powering stronger performance and how resilience drives business results.

For many families, the holidays provide a natural opportunity to reflect on how philanthropy fits into their shared story. Conversations often turn toward legacy, impact, gratitude, and how giving can be more intentional and connected across generations. Whether your family has an established foundation or is still exploring how to give together, there are five best practices for meaningful family engagement in philanthropy that can help create a more inclusive, sustainable, and fulfilling approach.

As children grow, they’re continuously learning—both in and out of the classroom. For families of wealth, these moments of growth offer powerful opportunities to introduce lessons that go beyond academics: lessons in values, generosity, stewardship, and the true meaning of wealth. Here, we outline an age-by-age framework designed to help families of wealth nurture confidence, character, and curiosity across generations.