Articles

December 2021As we continue to collaborate with contributing experts, we take another step forward to help our Family Office clients succeed […]

The Notice defines the current standards a Limited Liability Company (LLC) must satisfy to receive an IRS determination letter and be recognized as tax-exempt under section 501(a) of the Internal Revenue Code (IRC) and as described in section 501(c)(3).

Catholic colleges and universities are increasingly divesting from fossil fuels as part of their efforts to put into action Pope Francis’ encyclical on care for creation, “Laudato Si’, on Care for Our Common Home.”

At the height of the cheesecake holiday season, there’s a cream cheese shortage. Who would have thought it was due to a cyber-incident?

Families and individuals are reevaluating how they view their wealth and are far more aware of their own mortality.

With this blockbuster event as a backdrop, and in light of many months of constant change and reimagining in the global art market during COVID-19, it might be helpful to give some definition to the new art market in which we find ourselves.

The demographics of what we once described as the American “family” has significantly changed since the 1960s, and especially in the past twenty years.

It is likely that remote auditing is here to stay. To date, most organizations have had at least one remote audit conducted on their financial statements.

The Financial Accounting Standards Board (FASB) recently issued Accounting Standards Update (ASU) 2021-09 that revises the application of discount rate guidance for lessees that are not public business entities.

North American M&A deal activity remained robust in Q3 2021 following a strong H1 in 2021 and a record-breaking Q4 in 2020.

As we reach the end of 2021, retirement plan sponsors should ‒ or may want to ‒ take several actions and/or review plan items to ensure compliance with ERISA and the Internal Revenue Code (the Code).

The following article seeks to distill the key takeaways of COP26 and to contemplate the potential investment implications.