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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.

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.

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.

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.

When you’re envisioning a fabulous, once-in-a-lifetime vacation, health insurance may be the last thing on your mind. But without it, obtaining necessary care—especially in an emergency—could be significantly more challenging and expensive. Whether you have an individual, group, or Medicare plan, your health insurance may not protect you when you travel. That’s why you need to consider travel medical insurance when you travel outside of the U.S. and, in some cases, when you cross state lines.

As an aircraft owner or renter, understanding the factors that influence your aircraft insurance costs is crucial. In this video, we discuss 9 key factors that insurers consider when quoting private aircraft insurance. While some of these factors may be beyond your control, knowing them can help you make informed decisions and potentially save on premiums. Watch now to learn how to manage your aircraft insurance costs.

While businesses can minimize costs and maximize the use of existing resources for their project management, there is also a high risk of the project ending in partial or total failure. However, businesses can more than double their odds of achieving a successful outcome when they engage in third-party program and project management (PPM) and organizational change management (OCM) professionals. By taking that approach, this guide provides insights and resources on the value and benefits of PPM and OCM solutions.

Every business needs an executive compensation and incentive program that rewards leaders who deliver desired results. An incentive pay structure is a valuable component of the total rewards package that a business can use to retain and motivate its leaders and key employees. These plans tend to focus on long-term incentives that align employee goals to that of the owners—specifically, contributing to the growth of the business. In this overview, see how different compensation alternatives can help you create the right strategy for your business.