President Obama's proposed budget for fiscal year 2012 includes a reduction in the real estate exemption, a minimum 10-year term for new GRATs, and restrictions on valuing family-controlled entities as well as higher tax rates and reduced savings from itemized deductions for higher-income individuals.
Dr. Alexander Koeberle-Schmid, family business expert at PwC, has helped more than 100 entrepreneurial families from around the world navigate the complexities of communal investing. In this episode of The Family Business Voice podcast, Koeberle-Schmid speaks to Ramia M. El Agamy about the three fundamental requirements of a family office and the f...
Although malware is predominantly delivered via email, the types of entry points continue to evolve, and many will not be caught by a family office firewall. So, it is crucial to build a first line of defense, and it starts with employee security awareness training, testing, and auditing. Mitigate the cybersecurity risks in the family office by dep...
The insurance marketplace conditions are changing throughout the U.S., particularly for those with homes and other property in catastrophe-prone locations. The results outlined in this study highlight factors to consider when devising an approach to protect family members, properties, and reputational concerns in the face of current and future thre...
In this exclusive chat with Mellody Hobson, the President and co-CEO of Ariel Investments, speaks candidly about the importance and value of diversity in finance—how being color brave can improve business and society at large. Mellody shares personal stories and lessons learned from her investment career, including the disconnect tha...
To adapt to the unprecedented pace of change across the tax landscape, companies must focus on embracing a total tax liability mindset—a holistic understanding of the sum of all taxes across the entirety of the organization. Once viewed as a compliance-driven, back-office function, effective tax planning is now crucial to business perfor...
As the number of reported cases of the novel coronavirus (COVID-19) continues to rise, employers are increasingly confronted with the possibility of an outbreak in the workplace. Learn how COVID-19 continues to affect employers' disease prevention efforts and potential compliance issues and legal obligations.
Businesses around the world are dealing with the spread of the coronavirus as ripple effects from the disease outbreak are expected to further choke global supply chains and hinder workforce mobility. Even if businesses currently lack an emergency plan to respond to the situation, they can still take steps to mitigate risk and minimize negative eff...
The evolution of the Coronavirus has led to more complex questions than answers and every day brings new developments on how to handle related losses. As the insurance world reacts to the pandemic crisis, here are the latest takeaways on workers’ compensation, business interruption/property claims, liability, cyber, and event cancellations.
In this webcast, learn about the new overtime rule that went into effect on January 1st, 2020. The training focuses on understanding what the new overtime rule is, its history, the implications to employers, and what you should do next.
What are the top workplace wellness trends affecting the health and productivity of your workforce—and what can you do to help? In today’s increasingly competitive job market, companies are shifting their focus away from traditional benefit plans to a more holistic approach to total wellbeing. With an emphasis on influencing culture and...
When toxic workplace behaviors go unchecked, they can put your organization and employees at risk. With the right training, prevention, and intervention programs, you can give your employees the tools they need to curb hostile behaviors—and protect everyone concerned.
As COVID-19 continues to disrupt the world, it’s vital to follow the World Health Organization's and the U.S. Centers for Disease Control and Prevention's guidelines to prevent the spread of the disease. Know the facts on COVID-19, including what it is, what is the incubation period, how it is transmitted, and what is the reprodu...
This is not “business as usual.” Organizations of all sizes and spanning virtually every industry are being heavily impacted by the COVID-19 global health crisis. As you assess the short- and long-term implications for your business or organization, you may find that you or a third-party partner is unable to perform the essential terms ...
Technology is a growing part of everyday life. It’s hard to imagine going even a day without it. However, creating a home in which technology serves the homeowner, and not the other way around, takes a great deal of planning and forethought. There are five ways that can help integrate technology into your home and create experiences that...