Articles
DOL Increasingly More Focused on Retirement Plan Cybersecurity
In the May 2021 Employee Benefit Plans Alert headlined Cybersecurity Guidance for Retirement Plans, the specialists in our Employee Benefit Plans Group discussed the recently-released guidance from the Department of Labor (DOL) Employee Benefits Security Administration (EBSA) regarding the importance of adopting comprehensive cybersecurity best practices.
PPP Loans Are Coming Due – Here’s What You Need to Know
Recipients of PPP loans have 10 months from the end of their 24-week covered period to apply for loan forgiveness before payments start coming due. For most loan recipients, that “due date” is right around the corner
Employee Retention Credit: IRS Issues Guidance as Congress Considers Shortening Its Lifespan
Ever since the employee retention credit (ERC) became available to a far wider range of businesses in December, both employers and practitioners have found themselves frustrated by the uncertainty that came with a new piece of the tax law.
State Sales & Use Tax Audits on the Rise for Asset Management Firms
For certain states, the pandemic has plagued tax revenue severely.
Pandemic Recovery ‒ Preparing for the Challenges That May Lie Ahead
The upcoming Fall and Winter of 2021-2022 will present a new phase in our nation’s recovery from the pandemic.
Another Step Ahead – Family Office Newsletter
Successful family offices thrive because they continually seek knowledge and leverage the insight it produces.
Impact and Environment, Social & Governance (ESG) Investing
Impact and ESG investing has become a primary focus of many families, institutional investors and our regulators.
Fortify Your Family Office through Best Practices and Internal Controls
Single Family Offices (SFOs) are unique organizations and the saying that “no two family offices are alike” rings true for those who work in this industry.
Family Philanthropy: Bridging the Generation Gap and Working Together
Philanthropy is not just a “good” thing to engage in, it also provides a platform for establishing common ground and a means for perpetuating values.
Preparing the Next Generation for Ownership in a Dynamic World
Many parents are reluctant to share information for fear it will have a negative effect on their children, such as undermining their motivation to become self-sufficient or causing them to feel entitled.
Medicine is the New Frontier
Can we prolong life well into our 100s, and if so, how far? Can we do so in a state of vigorous health? Can we eliminate or control all disease?
The Biden Administration Tax Proposals
The Biden administration released its 2022 fiscal budget on May 28, calling for over $6 trillion of federal spending for the upcoming fiscal year, a 25% increase over the 2021 budgeted amount of $4.8 trillion.