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As organizations prepare for their compensation benefits and structure, this planning guide provides information on salary budget increases, structure adjustments, promotional spending, and variable pay budget increases to assist in budgeting personnel expenses. Using the national and regional data as average percentages of payroll, the guide serves as a helpful planning tool.

A significant portion of the population does not have children, and careful financial and wealth planning for these individuals and couples requires a clear understanding of their goals, ambitions, and intentions. The conventional priorities that often revolve around funding a child’s education or safeguarding dependents will hold less relevance for them.

Today’s multigenerational workforce challenges even the most well-designed benefits strategies. And while many employers believe they’re delivering value, there’s a small perception gap that reveals where smarter strategy can take benefits programs from good to great. It’s more than a human capital issue, it’s a business-wide challenge impacting retention, performance, and ultimately, profitability.

The One Big Beautiful Bill Act (OBBB) has spurred more interest among businesses that may qualify for the tax benefits associated with qualified small business stock (QSBS), including businesses that currently are classified as S corporations for federal income tax purposes. With the amendments made by the OBBB, shareholders of S corporations have new incentives to consider converting to a C corporation structure to the extent Code Section 1202 might apply.

The evolution of tax leaders into strategists has reached a critical inflection point. In a year defined by heightened uncertainty and significant U.S. tax policy shifts, heads of tax are increasingly taking a seat center stage in decision making. With tax changes in the spotlight, this survey further reveals the expanding role of the tax strategists who can connect the dots and help the C-suite executives address the tax implications of their financial, operational, and business decisions.

Through a series of laws, the U.S. government is ensuring taxpayer's compliance with foreign trust tax and reporting rules. The obvious application of these laws is to a U.S. citizen attempting to transfer cash or income-producing assets to an offshore trust. When dealing with foreign trusts, however, these laws can apply in circumstances where unsuspecting non-U.S. citizen taxpayers can be financially devastated by the consequences.

Given how significant accounting processes and applications are prime targets for top business risks, it’s important to take control and start your risk management analysis. Take an important step toward that end by using this fillable and interactive segregation of duties form. After answering the questions, you’ll have a high-level view of functional areas that could pose increased risk for your organization.

For the family foundations and investors interested in exploring the option of program-related investments (PRI), this interview with Brian Lucareli, Michael Calabrese, and Emmaline Jurgena at Foley & Lardner provides an overview on the investment option that allows a private foundation to invest for charitable purposes rather than making a typical charitable grant. They also discuss the PRI’s purpose for charitable organizations, the necessary IRS documentation, and how PRI compares to traditional investments.

At a time when optimism for growth has been on the rise, artificial intelligence (AI) and emerging technologies are high on the private investment priorities. Taking a closer look, this KPMG report explores the evolving landscape of private company investments, highlighting drivers such as financial performance, technological advancements, and rigorous governance practices.

The standard corporate/business governance review does not meet basic cost-benefit tests. They take time and resources and significantly impact corporate identity but do not provide sufficient benefits, other than avoiding basic legal, compliance, and disclosure issues.