Articles

…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,…

The government recognizes the crucial role farmers play in our community and has placed great emphasis on ensuring they are given specific tax incentives.

…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…

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,…

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…

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

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.

An Employee Stock Ownership Plan (ESOP) can provide significant benefits to shareholders, management and employees of a privately owned business.

Alliant Private Client launched their Family Enterprise Risk Index, based on a survey of 145 family enterprises across the United States.

New Jersey’s fiscal year 2023-2024 State Budget was signed by Governor Murphy late last month.

The PCAOB continuously updates their agenda to plan and prioritize the topics to be addressed.

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.