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Year-end provides a chance to review your tax situation to mitigate liabilities and leverage opportunities. Join FOX for a panel discussion on important items that US and Canadian taxpayers and their advisors should consider. This year, potential changes in tax laws, rising interest rates, and a challenging financial environment are all creating co...

Don’t miss this in-depth tax, trust, and estate planning update. Recent trust and estate litigation cases will be examined, as well as trust and fiduciary state laws. Current UHNW tax audit practices will be addressed in addition to a discussion on how to manage the tax challenges that come along with states trying to tax beneficiaries who live in ...

During the Great Resignation, retaining talent has become a big challenge for many employers who know that losing talent can be costly and high-performing employees are difficult to replace. While employees may leave if they are underpaid relative to the market, it is rarely the sole reason for leaving an employer. As companies think about ret...

Talent shortages continue to plague business leaders as priorities evolve at a rapid pace, making creative compensation packages more important than ever. To keep up with the shifting landscape, there are five key topics compensation committees must keep in mind when crafting compensation packages and more.

As an uncertain business environment persists, board directors face multiple obstacles: new regulatory changes, issues related to globalization and digital acceleration, the rise of environmental, social and governance (ESG) factors being linked to company performance, and more. They are also grappling with the expanding roles and responsibilities....

In this podcast, two industry experts discuss how boards’ oversight of data governance within their organizations is changing to meet the opportunities and risk in the rapidly evolving digital space in which organizations are conducting their business. The key takeaways:Boards need to understand how their organization balances the value data ...

Board oversight is critical in the management of cybersecurity as a whole, but especially for ransomware, since the increase in attacks year-over-year is up as much as 715% according to a study by Cyber Florida at the University of South Florida. If it isn’t already, cybersecurity should be on your board agenda at every meeting. As a starting...

On the path back to growth, organizations are placing the customer experience (CX) at the top of their lists of digital priorities, beating out operational efficiencies by the slimmest of margins. As the balance of interactions between businesses and customers skews more digital and mobile in a post-COVID world, organizations will do well to i...

The importance of talent continues to be a factor in driving an organization’s success. As a result, many compensation committees have expanded their roles and responsibilities beyond executive and board compensation into increased human capital and social issues impacting the organization. This requires staying abreast of compensation trends...

Environmental, social, and governance (ESG) has become the next frontier in risk mitigation and long-term value creation. While ESG introduces high-stakes responsibilities for the board, it rests on the same overriding principles of traditional governance, including communicating execution of a strategy in alignment with corporate purpose, vision, ...

Join BDO’s Private Client Services professionals for an insightful presentation on often overlooked and misunderstood aspects of tax compliance, planning, and estate administration for the ultra-high-net-worth community. This session will cover critical topics such as estate planning, trust administration, gifts and charitable giving, international...

The pursuit of stability remains the order of the day for family offices. With the aid of additional clarity after the tumultuous year of 2020 and COVID, wealth owners and their advisers have an opportunity to turn measured responses into more meaningful, longer-term action plans. Against this backdrop and the need to adapt, we take an in-depth loo...

The global pandemic forced a critical reflection period across every business, and the middle market made the most of it. From protecting their workforces, to rethinking strategy and technology, to preserving revenues, and seeking relief to ensure stability, companies took action and took charge of their plans for resilience. Middle market CFOs rec...

Although malware is predominantly delivered via email, the types of entry points continue to evolve, and many will not be caught by a family office firewall. So, it is crucial to build a first line of defense, and it starts with employee security awareness training, testing, and auditing. Mitigate the cybersecurity risks in the family office by dep...

With the accelerated pace of technology advancements in addition to tax policy changes that require tax teams to synthesize immense amounts of data, tax departments must fully embrace technology to be able to deliver valuable insights and tax planning strategies. This Tax Innovation Guide outlines how to modernize and future-proof yo...