Insights

An increasing number of investment fund managers are deciding to return outside investor capital and turn their focus to their family wealth … as well as their personal lives.

Prior to January 1, 2022, residents and non-residents of Rhode Island filed either RI Form 100 or Form 100A to report the value of estates at date of death and any related tax amounts that were due.

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.