Family office dream team
An effective family office requires the right mix of internal and external capabilities to balance best-in-cost with best-in-class.
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Owner Readiness for Business Succession
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
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
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
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
Change management for family offices can be especially challenging because of family dynamics, complex wealth and lean staff.
Technology at the center
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
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
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
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
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
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
Managing significant tax changes will ensure individuals and businesses are positioned for success for the remainder of 2021 and beyond.
Proposed quality management standards
The Auditing Standards Board has issued three proposed new standards for quality management at the firm and engagement levels.