Thought Leadership at Your Fingertips

Explore new, evolving issues impacting forward-thinking individuals and businesses

women wealth management
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 Committee Releases Tax Proposals
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 Covid Loan Changes
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 Cybersecurity
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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tax deduction workplace retirement plans
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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lease accounting deadline
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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