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Lawmakers have passed the Corporate Transparency Act (CTA) to help in the ongoing fight against fraud, corruption, terrorism financing, and money laundering. The CTA contains significant new federal reporting obligations, and it may have an especially onerous impact on estate planning for those who accomplish their planning goals through the use of one or more business entities.

In today’s complicated business climate, is your accounting software helping you grow and compete—or holding you back? This guide will help you understand whether it’s time to make a move. You’ll discover:

As many as 20% of family offices have knowingly experienced a cyber security attack prior to the coronavirus pandemic, and it’s likely that number is significantly higher today. Learn how to build cyber protection from the surge in cybercrime, including how to reduce your digital footprint and what to do if you become a victim of a cyber breach. Protection also means having cyber insurance and knowing the essential elements it should cover.

Water damage is consistently among the most common and severe causes of loss to homes. It is amazing to see the damage that water can do. Water carved the Grand Canyon—just think what it does to drywall or plaster. By being proactive and arming yourself with knowledge, you can prevent or mitigate the damage.

From start-up founders, to self-employed individuals, making real financial progress towards your goal is a universal priority for business owners. Watch this educational webinar to receive tips, tricks, and on-trend advice to learn how to proactively navigate through different business cycles. Through the decoding process, you also learn what to consider when assessing your financial statements, top ratios, and a deep dive into banking products available to business owners. The 10 key moments from the webinar:

The deep knowledge and bone-deep pride of business ownership that keep a successful business thriving do not automatically trickle down to later generations. An investment in education is often required. Knowing the story of the family enterprise is one tool for helping younger family members learn from the past, engage the present, and make their mark on the future.

There’s no doubt that leveraging new technologies and cloud-based solutions offers family offices opportunities to innovate, lower spending, and align their overall technology strategy to current and future-state needs. But the selection and implementation process can be a challenge. Having a structured approach around it will be critical in ensuring a successful outcome.

Going on the internet can put your devices and personal details at risk from unexpected online threats like malware and ransomware. Learn about the threats and see some internet safety tips to help keep your devices and data safe when you browse online.

With women’s wealth on the upswing and their influence on charitable giving at peak levels, Kris Yamano shares her insights on how they are transforming philanthropic giving and shaping the future of family philanthropy too.

Once the private trust company’s (PTC) governance structure is designed, the foundational operations and administration elements will be central to bringing the PTC to life. Three key elements toward that end include reducing PTC complexity through documentation and recordkeeping; maintaining the PTC through communications and compliance; and preparing the PTC for long-term success through the delegation of duties.