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Businesses around the world are dealing with the spread of the coronavirus as ripple effects from the disease outbreak are expected to further choke global supply chains and hinder workforce mobility. Even if businesses currently lack an emergency plan to respond to the situation, they can still take steps to mitigate risk and minimize negative eff...

As the number of reported cases of the novel coronavirus (COVID-19) continues to rise, employers are increasingly confronted with the possibility of an outbreak in the workplace. Learn how COVID-19 continues to affect employers' disease prevention efforts and potential compliance issues and legal obligations.

To adapt to the unprecedented pace of change across the tax landscape, companies must focus on embracing a total tax liability mindset—a holistic understanding of the sum of all taxes across the entirety of the organization. Once viewed as a compliance-driven, back-office function, effective tax planning is now crucial to business perfor...

As family offices grow increasingly complex and manage larger and more varied assets, they are becoming prime targets for a variety of security threats. From this report, learn what family offices can do to protect against the risks, including cybersecurity breaches, theft schemes, and fraud perpetuated by unvetted 'insiders' of the firm.

The insurance marketplace conditions are changing throughout the U.S., particularly for those with homes and other property in catastrophe-prone locations. The results outlined in this study highlight factors to consider when devising an approach to protect family members, properties, and reputational concerns in the face of current and future thre...

Your household employees are necessary and helpful, but they present a risk, be it from accidents, reckless behavior, or bad intentions. While there is no way to minimize the concerns entirely, establishing clear communication, crisp policies, and appropriate checks and balances can prevent, or at least decrease most issues. We’ve created a checkli...

With safety at the top of the priority list when flying on an aircraft, there are 10 questions to ask and things to understand to ensure the safest private aviation solution for you and your family. Armed with this knowledge, you’ll be able to make an informed decision and enjoy total peace of mind, knowing you and your loved ones are in the safest...

Finding professional service providers—including lawyers and certified accountants—can be difficult. Challenges include working with excessive complexity, conflicts of interest, and dramatic changes within the legal and accounting business model. But there are ways to address the challenges and make the most of your professional relatio...

Holistic financial planning is critical to family wealth management, and balancing financial and family issues is at the center of the process. Today’s Family Office requires highly skilled professionals to address changing tax policies, longer lifespans, and increasingly complex ownership structures and financial instruments. In partnership ...

Art collections are unique and very personal assets. Planning to build and maintain a collection, and ensuring its future, requires balancing special rules applied to collectibles and the personal and financial realities of individuals or families. When collectors, their families, and their trusted advisors engage in purposeful planning for art col...

Intuitively, many business managers recognize that their decision window has been shrinking with each passing year. Information dissemination has become real-time and on-demand. What is required is an analytical approach that enables management to monitor and measure the development of the important strategic drivers and make decisions with confide...

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:why most financial software systems hinder your ability to get good financial information; the six key questions to ...

The role of the tax function is changing. Digitization is shrinking the globe and making everything more connected. Tax regulation and legislative changes are requiring companies to have processes and systems in place in order to comply. Today’s tax professional is charged with advising senior management on the tax implications of strategic b...

It's clear that tax reform is just one manifestation of the changes happening across the tax function. What was once a relatively routine field now faces shifting regulations and compliance issues both at home and abroad. The role of the tax professional is changing from numbers-cruncher to strategic leader, and adept tax professionals in 2019 ...

Digital transformation: innovation’s holy grail. For some organizations, digital transformation is in their DNA. The adaption to—and adoption of—emerging technologies to further business goals comes instinctively to them. For the majority of middle market companies, however, digital transformation requires a lot more foresight, co...