Use our guide to help your private company proactively plan for tax opportunities and potentially ease your 2026 tax burden.
Learn MoreThis 2026 planning guide highlights planning items to consider, strategies to make informed decisions and better manage your company’s 2026 tax burden, and a user-friendly checklist to help you stay on track with your advisers.
Read MoreOur 2026 planning guide not only provides strategies to support informed discussions and effective tax planning, it also provides a user-friendly checklist to help you stay on track with your advisers.
Read MoreExplore key 2026 year-end tax planning strategies for individuals, related to income, deductions, investments, charitable giving, retirement and more.
Read MoreLearn about key tax planning areas and opportunities business owners and financial leadership should evaluate before year-end.
Read MoreSEC proposes new crypto custody rules for advisers and funds, including limited self-custody, codified guidance and key changes to audit requirements.
Read MoreLearn five practical steps to assess fraud risk, strengthen controls and align compliance efforts with the DOJ’s latest corporate fraud enforcement directives.
Read MoreFor many not-for-profit organizations, a complex gift can be an opportunity to expand programs, strengthen long-term sustainability or accelerate your mission’s impact. At the same time, charitable gifts are not always as straightforward as cash or publicly traded securities. Organizations are...
Read MoreRevenue may tell you how busy you are, but these KPIs can often reveal whether you’re actually generating sustainable profits and maintaining adequate cash flow.
Read MoreExplore why hedge fund structures should follow investment strategy, aligning liquidity, fees, and access with investor objectives and sources of return.
Read MoreRev. Rul. 2026-20 and Notice 2026-62 address novel investment strategies that may produce tax results inconsistent with properly applying tax rules. Those engaged in certain transactions should know the impact.
Read MoreExplore how AI and automation can provide a practical framework for improving efficiency, maintaining auditability and supporting effective governance.
Read MoreThe mechanics of tax planning and compliance are critical to mitigate risk and reduce tax liability, and should be viewed as a continuum in tax preparation.
Read MoreHow do you know which outsourced accounting services fit with your needs? What is managed accounting vs. outsourced controller vs. outsourced CFO?
Read MoreFor years, accounting for internal-use software under Accounting Standards Codification (ASC) 350-40, Internal-Use Software, has lagged behind the way companies actually build technology. While software teams embraced agile development, accounting guidance continued to rely on waterfall-style...
Read MoreIn this issue we focus on subjects including M&A, estate and gift tax, foreign income, digital asset legislation, tax burdens and tax return authority levels.
Read MoreThis guide will help you better understand the 10 most commonly used trust structures, their high-level functions and potential tax implications.
Read MoreFund structure is one of the most important decisions an alternative investment manager makes. Learn the five areas to consider before launching or adding new vehicles.
Read MoreThe Financial Accounting Standards Board (FASB) issued a proposed Accounting Standard Update (ASU) on July 1, 2026, potentially impacting Topic 820, Fair Value Measurement relating specifically to investment companies with equity securities subject to contractual sale restrictions (such as “lock-up...
Read MoreExplore 10 trust structures, elections and provisions that can support charitable, family and business planning goals while managing taxes and assets.
Read MoreIf you are a finance leader, the next few reporting cycles will see dynamic changes to your footnote disclosures and possibly the face of your financial statements.
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