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The role of the tax function is changing. Digitization is shrinking the globe and making everything more connected. Tax regulation and legislative changes are requiring companies to have processes and systems in place in order to comply. Today’s tax professional is charged with advising senior management on the tax implications of strategic b...

Most private equity professionals agree that a bear market correction, which is typically defined as a 20 percent decline in the broader stock market, is in sight. What no one can predict is the next recession’s duration and severity. Whether the next recession comes tomorrow or in two years, private equity firms are proactively taking steps&...

Eighty-nine percent of private equity executives expect a correction within 1-2 years, according to BDO's 2019 Private Equity Perspective Survey. Yet private equity funds have a lot of dry powder to deploy. How are expectations for a correction affecting deal composition and timing?In this podcast episode, Jon Tenan, director at Lazard Middle M...

Today, the state of the economy, add-on acquisitions, and industry diversity are just a few issues at the forefront of the private equity industry. In this podcast episode, Gretchen Perkins of Huron Capital and Silver Leaf Partners' Kathleen Lauster join BDO's Todd Kinney to discuss these topics and more. Additionally, BDO's Karen Baum ...

A board chair is perhaps the most important and meaningful job in any family foundation. If you are currently chair—or anticipate that you will be someday—you may find it’s one of the most rewarding roles you will ever have. It’s also a role of great nuance, calling for keen facilitation, leadership, and a healthy dose of se...

Companies are starting to take notice of the increasing numbers of pet owners prepared to invest in their pets' health. Driving much of this growth is a secular shift referred to as the "humanization of pets," where pets are viewed as members of their pet owners' families. The animal health industry is structurally more attractive...

As healthcare acuity continues to rise among assisted living and independent living residents, savvy providers are finding ways to expand their reach across the care continuum. While this often means branching out into services such as in-home care and insurance products, increasingly providers are opting to stick to the business of service-enhance...

Recent scholarly research has validated concerns about the comprehensive absorption of costs associated with the number of trade spats in which the United States is now engaged. That research implies that American firms and households are paying $3 billion-per-month increase in costs caused by trade policy. In this publication of The Real Economy, ...

The world has changed since COVID-19, and the most successful companies will use this time to review their long-term strategy, competitive advantages, and organizational agility. This playbook lists cost optimization strategies and actions to increase productivity, and poses key questions that executives and board members should be evaluating to en...

U.S. Capital markets are facing pressures from significant societal shifts as the novel coronavirus pandemic continues to spread across the globe. For boards and stakeholders charged with governance in earning the confidence of current and would-be investors, it will be paramount to demonstrate leadership integrity and intent through the crisi...

Effectively adapting to adjustments in economic culture and wealth is often difficult and requires families to balance past tradition with the need to move forward. Internationally-recognized family wealth psychologist Dr. James Grubman joins host Damien Martin to discuss the dilemmas, decisions, and challenges that come with wealth and share real-...

Even the most well-run, retirement plans can be the target of an excessive fee claim, which can cost millions of dollars to defend and/or settle. Being prepared and taking the necessary steps—including obtaining fiduciary liability insurance—can help reduce the claims, mitigate the exposure, and protect against potentiall...

Attorneys from Warner’s Cybersecurity and Privacy practice group and eDiscovery practice group provide their review of 2019’s new laws, biggest cases and most significant data breaches, and discuss lessons learned and the emerging trends to watch.

When nearly 350 senior risk professionals were asked to identify their biggest concerns over the next 18 months for both the world and their business, they listed economic distress as their top concerns. Yet leaders must act now to address the knock-on effect of far-reaching environmental, societal, and technological risks. This report examines fam...

In an industry that relies on speed and innovation to close deals and drive returns for investors, the absence of face-to-face meetings amid the coronavirus pandemic is one reason the M&A activity in the private equity sector has had the most sudden drop-off since the Great Recession. Now private equity firms must transform quickly, and innovat...