Articles
Key Considerations for Investment Policy Statement Implementation
…operational due diligence is performed at least annually on any external investment managers, including their OCIO. The scope of the operational due diligence should include liquidity management, counterparty risk, legal/regulatory risk, operations, valuation procedures, cybersecurity/IT, among other key topics. If a foundation uses an OCIO,…
Farmers: Bonus Depreciation Rules for Tax Years 2023-2026
The government recognizes the crucial role farmers play in our community and has placed great emphasis on ensuring they are given specific tax incentives.
Successful Transitions
…business and regulatory standards. We invite you to peruse the following key topics in this issue: Operating A Privately Held Business Designing an Effective Cybersecurity Strategy for Private Business Owners This article provides an understanding of the cyber risk your business faces and viable actions…
Cyber Roundup – July 2023
By Thomas J. DeMayo, Partner, Cybersecurity and Privacy Advisory If your organization’s cybersecurity is breached, according to a recent Verizon report it will be by one or more of these means: stolen credentials, phishing, and/or vulnerability exploitation. Having the mindset that it’s going to happen,…
Designing an Effective Cybersecurity Strategy for Private Business Owners
By Thomas J. DeMayo, Partner, Cybersecurity and Privacy Advisory The cybersecurity landscape is one that is constantly evolving and maturing. Over the past decade, the world has witnessed cybercriminal organizations successfully launch a multitude of attacks with ever-increasing determination and sophistication. In current affairs, the…
Intra-Family Business Succession: Best Practices
Transferring ownership of a family-held enterprise from one generation to the next might be one of the most daunting tasks an owner, the family and the business can face
10 Ways to Position Your Business for a Successful Sale
If you’re considering a sale this year or in 2024, now is the time to get prepared. Start by checking these critical deal success factors.
Effective Succession Strategy: Employee Stock Ownership Plan (ESOP)
An Employee Stock Ownership Plan (ESOP) can provide significant benefits to shareholders, management and employees of a privately owned business.
Alliant Family Enterprise Risk Index
Alliant Private Client launched their Family Enterprise Risk Index, based on a survey of 145 family enterprises across the United States.
New Jersey Legislation Results in Substantial Tax Changes
New Jersey’s fiscal year 2023-2024 State Budget was signed by Governor Murphy late last month.
PCAOB Standard-Setting Agenda: Rulemaking Projects Added to Enhance Investor Protection
The PCAOB continuously updates their agenda to plan and prioritize the topics to be addressed.
Tax Treatment of Suspended Russian Securities
Recent geopolitical events have led U.S. stock exchanges to suspend or delist the American Depositary Receipts (ADRs) or American Depositary Shares (ADSs) of numerous foreign companies.