![Family office dream team](https://resources.condley.cpa/wp-content/uploads/2022/02/Condley-FeatureImage-Two-colleagues-talking-705-300x170.jpg)
An effective family office requires the right mix of internal and external capabilities to balance best-in-cost with best-in-class.
![Owner Readiness for Business Succession](https://resources.condley.cpa/wp-content/uploads/2021/09/Condley-FeatureImage-Family-walking-outdoors-925-300x169.jpg)
Owner readiness is crucial to successful business succession, but many struggle with this first step. Read more on planning goals.
![Succession planning using retirement plans](https://resources.condley.cpa/wp-content/uploads/2021/10/Condley-FeatureImage-College-Campus-238-300x169.jpg)
Business owners who work for the company may facilitate an ownership transition by separating service payments from company value.
![Succession planning using employee stock ownership plans](https://resources.condley.cpa/wp-content/uploads/2021/10/Condley-FeatureImage-Two-men-walking-outside-corporate-building-678-300x169.jpg)
ESOPs are a unique tool that can be valuable to selling shareholders, corporations and employees in a corporate succession plan.
![Digital assets targeted for substantial tax hikes](https://resources.condley.cpa/wp-content/uploads/2020/11/Condley-RSM-Image-sm-international-tax-300x169.png)
The Ways and Means Committee proposed legislation targeting digital assets to increase tax revenue via wash and constructive sales rules.
![Change management for family offices: 5 key considerations](https://resources.condley.cpa/wp-content/uploads/2021/09/Condley-RSM-Image-sm-change-management-for-family-offices-5-key-considerations_univ_green-300x157.png)
Change management for family offices can be especially challenging because of family dynamics, complex wealth and lean staff.
![Technology at the center](https://resources.condley.cpa/wp-content/uploads/2021/09/Condley-RSM-Image-sm-technology-at-the-center_blue-300x157.png)
Family offices can strengthen backup processes and increase efficiency and scalability by implementing finance and accounting outsourcing.
![Building a successful family office: Top 10 questions to answer](https://resources.condley.cpa/wp-content/uploads/2021/08/Condley-FeatureImage-Business-group-in-conference-room-655-300x169.jpg)
The life cycle of a successful family office begins with family objectives, investments, technology systems and more.
![Keys to an effective family office governance framework](https://resources.condley.cpa/wp-content/uploads/2021/07/Condley-RSM-Image-social-the-risk-of-misfortune-driven-by-good-fortune-300x169.png)
A family developing a family office needs to establish a governance framework apart from the operating business that grew its wealth.
![Choosing the family office structure that helps your family’s goals](https://resources.condley.cpa/wp-content/uploads/2021/07/Condley-FeatureImage-Building-Facade-8-607-300x170.jpg)
When aligning your preferences with 1 of 3 main structural forms, a family office will position itself to succeed for many years to come.
![President Biden unveils his American Families Plan](https://resources.condley.cpa/wp-content/uploads/2021/04/Condley-RSM-Image-sm_tax_reform-300x169.png)
Biden’s plan to grow the middle class, expand economic growth to all Americans and leave the US more competitive funded with tax changes.
![IRS expands filing and payment deadline extension](https://resources.condley.cpa/wp-content/uploads/2021/04/Condley-Feature-Image-Law-files-on-shelves-303-300x170.jpg)
This Alert describes and explains the postponement of certain federal tax filing and payment deadlines in IRS Notice 2021-21.
![9 important tax topics for individuals and business owners in 2021](https://resources.condley.cpa/wp-content/uploads/2021/03/Condley-RSM-Image-sm-spotlight-9-important-tax-topics-blue-300x170.png)
Managing significant tax changes will ensure individuals and businesses are positioned for success for the remainder of 2021 and beyond.
![Proposed quality management standards](https://resources.condley.cpa/wp-content/uploads/2021/02/Condley-Feature-Image-Office-Conference-376-300x170.jpg)
The Auditing Standards Board has issued three proposed new standards for quality management at the firm and engagement levels.