Thought Leadership at Your Fingertips
Explore new, evolving issues impacting forward-thinking individuals and businesses
Women & Wealth Management
At any career stage or wealth status, it’s essential for female earners to take control…
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Biotech IPO Checklist, Part 2: Planning for Growth & Digital Transformation
We previously outlined several considerations for companies to review before reaching the IPO stage –…
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The Self-Employment Tax Exemption May be Ending for Some Limited Partners
The recently published Green Book contains details on changes proposed by the Biden Administration that…
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House Ways and Means Committee Releases Initial Tax Proposals
On September 13, 2021, the House Ways and Means Committee released draft legislation that proposes…
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SBA Announces Changes to COVID Disaster Loan Program
The Small Business Administration (SBA) has expanded access to critical relief funding for businesses still…
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Biotech IPO Checklist: Compliance Readiness & Leadership
In the push to innovate patient care and improve health outcomes, biotech IPOs are on…
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401(k) Plan Restatements Required by July 2022
For defined contribution plans, the current restatement cycle will close on July 31, 2022, meaning…
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HIPAA Law Incentivizes Adoption of Cybersecurity Leading Practices
Congress recently passed a safe harbor law (H.R.7898) requiring that the Department of Health and…
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Boost Tax Deductions by Adopting a Workplace Retirement Plan
Employers who could use a federal income tax deduction for 2020 can consider retroactively adopting…
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New Leasing Standard Deadline for Private Companies, Nonprofits Approaching
The new leasing standard for private companies and private nonprofits will be effective for fiscal…
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