Articles
Better Manage Your ESOP Repurchase Liability: Consider a Defined Benefit Pension Plan
Proper financial planning is critical to manage your repurchase liability, particularly when preparing for succession planning.
Planning for the Succession of Your Business: Step by Step
Owners of privately held businesses who think about succession are very often confused or intimidated about how to start.
Business Succession Planning with Support from Accountants and Business Attorneys
Now is a critical time for family-owned businesses to consider succession planning.
Recent SEC Rule Adoptions Expand Registration Requirements
The Securities and Exchange Commission (SEC) adopted two new rules, Rules 3a5-4 and 3a44-2 (collectively “The New SEC Rules”).
Chemicals Sector Q4 2023 Update and 2024 Outlook
The overwhelming sentiment of chemical executives is that businesses are streamlined and well-positioned for a recovery.
Lessons Learned from Cyberattack on Health Care Payment Processor
The American Hospital Association called this incident the most significant cyberattack in U.S. health care history.
IRS Launches Non-Filer Initiative for High-Income Individuals
The IRS recently announced a non-filer initiative aimed at high-income individuals who the IRS believes have not filed tax returns.
Keeping the IRS Updated on Routine Foundation Administrative Matters
In this bulletin, we will update you on the key provisions of the IRS proposal and share some key considerations for private foundations.
SEC Climate-Related Disclosures − Key Takeaways from the Final Rules
The U.S. Securities and Exchange Commission (SEC) adopted the final rules required in connection with climate-related disclosures.
Prepare for a Cyber Breach at Your Conference Table
The statement “It is not a matter of if, but when, a cyber breach will occur” has held true as cyber incidents continue to escalate.
Navigating the AI Revolution for Businesses without Technology Teams
The journey toward AI adoption is not without challenges. But the risks of standing still are far greater.
M&A 2023 Recap and 2024 Outlook
M&A activity in North America slowed in 2023, marking a departure from the unprecedented highs seen in 2021 and 2022.