Family Office Best Practices


The Administration's Income Tax Proposals for Fiscal Year 2022
Greensfelder, Hemker & Gale, P.C.
In May 2021, the Treasury Department released its General Explanations of the Biden administration’s fiscal year 2022 revenue proposals, commonly referred to as the “Green Book.”
The Next Normal: Preparing for a Post-Pandemic Fraud Landscape
Grant Thornton
Is your organization ready to ride the next wave of fraud in the post-pandemic environment? To assess how organizations are preparing for the “next” normal, the Association of Certified
President Biden's Tax Plans? General Explanation of Administration's Fiscal Year 2022 Revenue Proposals
Waller Lansden Dortch & Davis
As family offices consider their tax planning strategy, it becomes especially important for their tax attorneys, financial executives, and legal team to conduct an analysis of the Biden
Ransomware: A Call for Enhanced Resiliency
Ransomware is a dynamically evolving risk, impacting organizations around the world with rapidly increasing loss frequency and severity. The insights on this risk are intended to focus
Women in Business: A Window of Opportunity
Grant Thornton
The pandemic’s economic and social fallout have permanently impacted both the nature of the workplace and women’s opportunities within it. Working practices have become more flexible, new
Taking a Shot at COVID-19: What Employers Need to Know About Vaccinating Their Workforce
Sheppard, Mullin, Richter & Hampton LLP
A vaccinated and protected workforce will be the key to ending the pandemic and emerging from the COVID crisis. Employers are uniquely positioned, if not charged with, leading this effort, but a
Financial Services Accounting Software Buyer's Checklist
Sage Intacct
Financial firms can have multiple holding and operating entities that can create complex inter-company workflows. This buyer’s checklist is provided to help you evaluate accounting software
Proposed Tax Changes Update
BMO Family Office
While no tax legislation has been drafted under the Biden administration, one thing we know for sure is that taxes will go up. Being aware of the proposals being discussed can help you prepare for
How Will the Corporate Transparency Act Affect Estate Planning
Greensfelder, Hemker & Gale, P.C.
Lawmakers have passed the Corporate Transparency Act (CTA) to help in the ongoing fight against fraud, corruption, terrorism financing, and money laundering. The CTA contains significant new
Buyer's Guide to Accounting and Financial Management Software
Sage Intacct
In today’s complicated business climate, is your accounting software helping you grow and compete—or holding you back? This guide will help you understand whether it’s time to make