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FOX Technology Resource Partners act as both core and peripheral services and solutions for the community and membership including families, family offices, operating companies, and advisor organizations. FOX hosts a monthly meeting comprised of different thought leader specialists whose focus is in the areas of technology including software, data ...

The IRS has released the 2025 cost-of-living adjustments for pension and 401(k) plan limitations. The indexed amounts for 2022 to 2025, and other commonly used limits are listed in this summary. The highlights for 2025 include: (1) the Internal Revenue Code (IRC) Section 415(c) contribution limit applicable to defined contribution retirement pla...

State legislatures faced a growing number of budget shortfalls to begin fiscal year 2025 as lower tax collections and a slowing economy curtailed the pandemic-era revenue boom. However, tax increases were rarely in the discussion. Budgets were balanced, and some states still have managed to cut taxes. Regardless of what occurs in statehouses, taxpa...

Minimizing taxes is a critical challenge for higher-income taxpayers subject to higher tax rates and certain additional taxes, as well as tax-break phaseouts. To meet this challenge, this year-end tax guide focuses on key considerations to help you stay compliant with the tax laws while maximizing your tax benefits in 2024 and beyond. This guide in...

This tax planning guide was developed to help you think through opportunities and other considerations for you and your family during the remainder of 2024 and into 2025. The guide will help you evaluate and optimize the tax impact of changing market conditions and new policy developments. For additional tax planning guidance and insights,...

When considering the various aspects of managing family wealth from a tax perspective, it’s useful to have a list of “tax Do’s and Don’t’s” on hand to help ensure that no tax planning opportunities nor implications are missed. In this summary of tax items that are commonly overlooked or misunderstood, it can serve as your checklist and a good start...

In a work environment where employees increasingly say they are burned out, this survey of 1,500 respondents shows that the most successful employers will be the ones who support their employees to alleviate the stressors consuming today’s workforce and challenging leaders. While the increase in burnout was a major finding, the survey also revealed...

More than six years have passed since the Tax Cuts and Jobs Act of 2017 (TCJA) brought sweeping changes to the U.S. international tax landscape. Congress continues to balance taxpayer demands for long-overdue guidance on how to address the Pillar Two initiative of the Organization for Co-operation Development. Moreover, taxpayers continue to ...

Businesses in 2024 continue to contend with unfavorable U.S. tax law changes and reconfigured deductions from the last few years. Meanwhile, the IRS has strengthened its enforcement capabilities by upgrading its technologies and building its workforce, underscoring the importance of compliance and accurate reporting. Against this backdrop, the tran...

The family office industry is constantly evolving, and the family offices that embrace the changing dynamics continue to be successful in achieving their overall purpose. As in the first edition, this second edition of the Plante Moran Family Office Book provides timely and relevant insights to help family office professionals manage, operate, and ...

Artificial Intelligence (AI), including generative AI, has the power to transform your enterprise—to the extent you can integrate its capabilities and drive adoption. In other words, the limit is not within the technology itself, but within your ability to imagine and implement practical applications. Getting started with AI is about more than how ...

Cyber threats are seen as the third most impactful risk to businesses over the next three years, after the cost of capital and economic downturns, respectively. Threat actors are not only deploying new tactics using generative artificial intelligence (AI) to conduct more targeted and sophisticated attacks, but they are also advancing familiar threa...

Artificial Intelligence (AI) is everywhere, and how organizations implement it into their workflow can be limitless. In fact, human resource departments are already deploying AI services for such tasks as resume screening, onboarding, training, and research. AI’s ability to collect and analyze data has enabled HR departments to streamline their wor...

Out of a need to address the administrative pain of managing the investment operations—specifically private investments—for a single-family office and multi-family office, Ryan Eisenman, CEO of Arch Labs, discusses how that need became a focus for starting his company. In this interview, Chris Mays talks with Ryan about how the Arch Labs platform i...

The U.S. economy’s coming decade will be shaped by a tug-of-war between artificial intelligence (AI) and demographics-driven deficits. The victor—and its margin of victory—will determine whether economic growth exceeds its disappointing pace since the global financial crisis of 2007-2009. By focusing on four key variables and assigning probabilitie...