Across all industries, family offices and their owners and management teams face rapidly evolving challenges, opportunities, and risks in the dynamic environment that is 2025. Here are six issues that family offices should...more
3/14/2025
/ Business Succession ,
Buy-Sell Agreements ,
Corporate Transparency Act ,
Estate Tax ,
Ethics ,
Family Offices ,
FinCEN ,
Generation-Skipping Transfer ,
Internal Revenue Code (IRC) ,
IRS ,
Limited Liability Company (LLC) ,
Limited Partnerships ,
Tax Planning ,
Tax Reform ,
Trusts ,
Valuation
Private companies and their owners face ever-evolving challenges as the market sees new regulations, new deal trends, and new risks in 2024. Below are 10 issues that the owners and leaders of privately held companies should...more
2/7/2024
/ Acquisitions ,
Artificial Intelligence ,
Beneficial Owner ,
Class Action ,
Corporate Transparency Act ,
Data Privacy ,
Disclosure ,
Employee Benefits ,
Employer Liability Issues ,
Estate Planning ,
Estate Tax ,
Family Offices ,
FinCEN ,
Gift-Tax Exemption ,
IRS ,
Labor Code ,
Lifetime Limits ,
Mergers ,
New Legislation ,
New Regulations ,
Privately Held Corporations ,
Reporting Requirements ,
SECURE Act ,
State Privacy Laws ,
Tax Cuts and Jobs Act ,
Technology Sector ,
Trusts