The ability to perform financial transactions online offers tremendous convenience, but also exposes assets to theft and cyber fraud. In addition, the internet of things (IOT) which connects home security systems and other smart devices, creates another access point to personal information and assets. As new technology surfaces, the need to protect accounts, home networks, and family members from cyber hazards grows exponentially. With these proactive best practices, you can limit your personal cyber exposure risk.
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2026 Retirement Plan Limitations
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With the IRS releasing the 2026 cost-of-living adjustments (COLAs) for pension and 401(k) plan limit that also reflect the updates under the SECURE 2.0 Act, the changes will affect how much individuals can contribute to qualified retirement plans throughout the year. For the key highlights, view this summary of the indexed amounts for 2023 to 2026 for your wealth planning.
With the passing of the One, Big, Beautiful Bill Act (OBBB), the tax landscape was reshaped for high-income earners by making certain the Tax Cuts and Jobs Act provisions permanent and introducing some new tax breaks. Learn more on how the OBBB impacts your tax planning through this guide that offers a variety of strategies to minimize your taxes in the current tax environment.
2025 Year-End Planning Guide for Private Companies
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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.
2025 Year-End Tax Planning Guide for Individuals
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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.
As the year winds down, family offices and their advisors have an opportunity to review their financial landscape and prepare for long-term objectives. This session moves beyond standard tax planning, providing practical perspectives on strategic year-end decisions and forward-looking opportunities.
Founder and CIO of Morgan Creek Capital returns to FOX for a presentation and fireside chat to discuss the macro-economic landscape and investing environment and the latest developments across Blockchain Technology. Mark brings decades of experience investing capital across asset classes and for endowments and institutions, and this session will reflect back on the how the investing landscape has changed for family offices in each of the last several decades.
Chairman Nathan Hamilton and Board Advisor Nick Rhoads will review their findings in the recently released Private Family Capital Blueprint and talk about the recent trends of the PFC Investment Survey. They will aim to draw actionable conclusions and takeaways that challenge some of the conventional thinking of traditional investment frameworks and highlight the unique role of Private Family Capital (PFC) in the marketplace and the power of a generational mindset in an investment strategy.
Comprehensive changes to the U. S. Tax Code were made when the One Big Beautiful Bill Act (OBBB) was signed into law on July 4, 2025. Notably, the OBBB includes five provisions that have particular impact on single-family offices. With the OBBB declining to reinstate investment-related, miscellaneous itemized deductions, family offices should consider employing management company incentive structures to recoup the lost tax benefits. Family offices should also utilize the extended and expanded tax benefits for ultra-high-net-worth taxpayers.
CFOs Lean in on Taxes as Optimism Rises
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Although CFOs’ optimism has risen, finance leaders are confronting the disruptive triumvirate of new tax legislation, persistent tariff volatility, and rising AI integration—while seeking meaningful, measurable outcomes. All at once, three things must be considered in a complex environment where transformational opportunity and uncertainty coexist. The takeaway is that holistic modeling is essential for businesses to determine the right tax strategy for their circumstances.