Insights
Successful Transitions | Welcome to our Inaugural Issue
Welcome to our Inaugural Issue – From Our Center for Private Business Owners
Cyber Roundup – July 2023
If your organization’s cybersecurity is breached, according to a recent Verizon report it will be by one or more of these means: stolen credentials, phishing, and/or vulnerability exploitation.
Designing an Effective Cybersecurity Strategy for Private Business Owners
The cybersecurity landscape is one that is constantly evolving and maturing.
Intra-Family Business Succession: Best Practices
Transferring ownership of a family-held enterprise from one generation to the next might be one of the most daunting tasks an owner, the family and the business can face
10 Ways to Position Your Business for a Successful Sale
If you’re considering a sale this year or in 2024, now is the time to get prepared. Start by checking these critical deal success factors.
Effective Succession Strategy: Employee Stock Ownership Plan (ESOP)
An Employee Stock Ownership Plan (ESOP) can provide significant benefits to shareholders, management and employees of a privately owned business.
Alliant Family Enterprise Risk Index
Alliant Private Client launched their Family Enterprise Risk Index, based on a survey of 145 family enterprises across the United States.
New Jersey Legislation Results in Substantial Tax Changes
New Jersey’s fiscal year 2023-2024 State Budget was signed by Governor Murphy late last month.
PCAOB Standard-Setting Agenda: Rulemaking Projects Added to Enhance Investor Protection
The PCAOB continuously updates their agenda to plan and prioritize the topics to be addressed.
Webinar Replay: How to Implement GASB Statement No. 96: Subscription-Based Information Technology Arrangements
Watch this insightful webinar as we provide an overview of GASB 96 and subscription-based information technology arrangements (SBITAs) for the […]
Tax Treatment of Suspended Russian Securities
Recent geopolitical events have led U.S. stock exchanges to suspend or delist the American Depositary Receipts (ADRs) or American Depositary Shares (ADSs) of numerous foreign companies.
IRS Releases Guidance for Energy Tax Credit Transfers
The Inflation Reduction Act (IRA) of 2022 provides for new and expanded energy tax credits. It also offers new methods for claiming the credits.