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The big question in the estate planning world today is whether, when, and to what extent the U.S. Congress will enact changes to gift, estate, and income tax laws. With many challenges facing the new Biden Administration, and the narrowly Democratic Senate, major tax legislation may not even be considered in 2021. Nevertheless, the tax proposals en...

A family vision statement is rooted in shared values, interests, and goals. Written with a sense of purpose, your statement becomes your guiding principles for the rules and actions of your family members. In this webcast, learn why most successful families develop a shared vision for their future together on the family journey, how they go about i...

Even if you are not yet ready to share the family's wealth numbers, communicating your intentions to the next generations promotes family harmony and is a best practice for successfully sustaining and transferring family wealth. It may also be time to schedule a family meeting for this purpose. There is no right way to conduct this meeting, bu...

There’s a common sentiment that COVID-19 will have an impact on investment strategies and the types of investors that will be active over the next few years. While 2021 may turn into a feeding frenzy for private equity, longer-term investors can remain as selective as they’ve always been. Corporate acquirers, meanwhile, won’t simp...

At some point in a business relationship, differences of opinion are likely to arise. In businesses where there are equal owners of the company or in a 50/50 business, it is important to ensure that there are carefully drafted governing documents that detail the process for resolving a conflict or impasse. Learn the common mechanisms for resolving ...

As COVID-19 cases have spiked across the country, many businesses have adjusted certain operations with an eye on customer and employee safety, as well as to ensure compliance with recent changes to government orders. Some businesses have faced challenges that they have not seen since last spring. As the average daily death totals in the U.S. remai...

After a very difficult 2020, rapid vaccine development has sparked optimism among the public and in the business community. But there’s a long road ahead while infections remain high. During this transition period—when vaccines are becoming more widely available, but before the country achieves herd immunity— businesses should con...

When a ransomware attack happens, it forces many organizations to make a difficult choice—pay the ransom or experience prolonged business or data loss. But there is also another complication for organizations to consider—the government regulators warning companies that payments made to ransomware attackers may constitute violations of U...

When guiding how your organization drives value through tax efficiencies and financial reporting, don't be surprised if the C-suite is looking for tax leaders to be technology experts. The key is to be proactive in discussions with business leadership. Here are some things to watch out for as you approach those conversations and techn...

Needing to meet the challenges of tax compliance for investment partnerships, chief financial officers are demanding more timely tax and financial reporting, along with the need to report and respond to investors with speed and accuracy. Partnership tax technology allows funds to meet those demands, especially in the case of private equity and hedg...

Many are rethinking their asset allocations beyond traditional asset classes and are seeking new and creative ways to better diversify their investment portfolios, increase returns, and reduce risk. Turning to alternative investments—with a focus on private investment funds—see what you should know and consider when choosing to add them...

Today, private equity real estate funds need innovative accounting technology to develop real-time insights and make financial decisions quickly. Having access to a team with dedicated Enterprise Resource Planning (ERP) technology specialists means fund leaders have the resources to implement and maintain systems and ultimately streamline accountin...

Dealing with COVID-19 remains an uphill slog. However, markets have demonstrated a mixture of confidence and belief. But a V-shaped recovery is not expected. For an investor, this means being realistic about return expectations while being aware of the long-term issues underpinning markets. Inside this report we look at the economic outlook as glob...

Getting divorced is not only a highly emotional, it can also be complicated and challenging. Depending on your life stage, your family situation, and your life priorities, there will be different financial considerations. Whether you are financially savvy or have little experience in handling your finances, you will benefit from working through you...

Staying informed on the latest legal case filing developments involving COVID-19 can help businesses make better, strategic business decisions during these challenging times. Through an in-depth research and analysis of case trends—including tracking cases filed in 2,613 state and 148 federal courts from March 1, 2020 to August 16, 2020&...