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The Corporate Transparency Act (CTA), a federal law effective in January, will require new reporting tasks for many family offices and other entities, including limited liability companies (LLCs), limited partnerships (LPs) and S and C corporations. In this update, a useful checklist and answers to the frequently asked questions about the CTA ...

The Corporate Transparency Act (CTA), designed to combat the use of shell companies for illicit purposes and increase ownership transparency in corporate structures, took effect on January 1, 2024. This update addresses how these CTA regulations will apply to corporate structures used in the mergers and acquisitions (M&A) transactions. In ...

With the Corporate Transparency Act (the CTA) becoming effective on January 1, 2024, a final ruling was issued on the Access Rule that establishes the circumstances under which beneficial ownership information (the BOI) may be disclosed to authorized recipients. This alert discusses the key components of the Access Rule, including the security and ...

Under the Corporate Transparency Act (CTA) and starting January 1, 2024, companies created in the United States will have to disclose and file certain information with respect to individuals owning more than 25% of the company or otherwise having control over the company. In this interview with Brian Lucareli, attorneys James Howard and Stephanie D...

The tech industry has been undergoing a difficult period. Economic instability, high inflation, and rising interest rates have prompted tech companies to reevaluate their business strategies, adjust their growth plans, and revisit their staffing models. At the same time, there have been remarkable advancements with generative artificial intelligenc...

By definition, captive insurance is a risk-financing mechanism in which an organization insures itself against future losses. In a tough insurance market where premiums are high and presents other challenges, captives offer an opportunity to manage risk more efficiently. However, trying to grasp the ins and outs of captives can quickly become overw...

Charitable giving used to predominantly exist as a transaction, but it has evolved into a philanthropic relationship rooted in long-term impact goals for all generations—from Boomers to Millennials. Whether you’re a person looking to give or an advisor to one, it’s helpful to understand generational giving motivations an...

Corporate insiders pose a unique threat as they are given privileged access to the company’s assets and are trusted to use that access responsibly and ethically. However, this can go awry in several ways, from unintentional, negligent acts to intentional, malicious acts. To help prevent, detect, and respond to that threat, it’s importan...

With many interested in helping the humanitarian crisis in Ukraine, this list provides suggestions on where you can donate. As with any donations, make sure your donation is secure by donating through an organization’s official website or sending a check in the mail.

Drawing from the perspectives of 200 family office decision makers across all major geographic regions, this research report provides insights into how they have responded to the economic and social change unseen in decades. It reveals a shift in their philanthropic investments, next-generation and succession planning, and crypto investments. ...

The C-suite faces tough operational obstacles as competition for talent remains fierce and employers experience higher-than-average turnover. In navigating the challenges, this report addresses the current and upcoming trends in healthcare, compliance and benefits, and provides practical solutions for employers to negotiate these challenges.

Family offices are often tasked with managing a family’s philanthropy but may have limited knowledge and resources. Several best practices can help both families and family offices lead philanthropic efforts to heighten their impact.

For the charitably inclined individuals and families who are exploring ways to reduce their tax expose and maximize their charitable impact in 2022, there are eight tax-smart tips for charitable giving in 2022.

When COVID hit, many business owners faced the dire realization that the insurance they paid so much for did not cover the business interruption resulting from the pandemic exposures. To help guard against that type of unexpected disruption in the future, many business owners have set up captives—a lucrative alternative risk financing structu...

Facing more frequent and intense cyber threats, it’s vital that businesses are prepared for the attacks. In this episode of Marsh’s Risk in Context podcast, learn how organizations can build effective cyber incident and ransomware management plans and the actions they can take before, during, and after an attack. An important piece of y...