Private companies and their owners face ever-evolving challenges as the market sees new regulations, new deal trends, and new risks in 2024. Below are 10 issues that the owners and leaders of privately held companies should...more
2/7/2024
/ Acquisitions ,
Artificial Intelligence ,
Beneficial Owner ,
Class Action ,
Corporate Transparency Act ,
Data Privacy ,
Disclosure ,
Employee Benefits ,
Employer Liability Issues ,
Estate Planning ,
Estate Tax ,
Family Offices ,
FinCEN ,
Gift-Tax Exemption ,
IRS ,
Labor Code ,
Lifetime Limits ,
Mergers ,
New Legislation ,
New Regulations ,
Privately Held Corporations ,
Reporting Requirements ,
SECURE Act ,
State Privacy Laws ,
Tax Cuts and Jobs Act ,
Technology Sector ,
Trusts
Private foundations are a favored vehicle for many charitably inclined clients — particularly those who seek to take a hands-on approach to their charitable mission while establishing a lasting legacy for their families....more
9/22/2023
/ Art Collections ,
Charitable Donations ,
Court Approval ,
Disqualified Persons ,
Donor-Advised Funds (DAFs) ,
Estate Planning ,
Executors ,
Fair Market Value ,
Internal Revenue Code (IRC) ,
IRS ,
Private Foundations ,
Self-Dealing