Thought Leadership at Your Fingertips

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

selling your business to an esop
Selling Your Business to an ESOP

An employee stock ownership plan – better known as an ESOP - can be an…

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tax considerations crypto
Tax Considerations for Investing in Cryptocurrency

This article discusses U.S. federal tax consequences for businesses and individuals that hold or transact…

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Realizing Tax Savings
How to Realize Tax Savings When Tax Rates Increase

If the Biden Administration’s proposed rate increases are enacted, the timing of income recognition and…

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partnership tax liability
Proposal Aims to Reduce Unintended Tax Liability for Certain Partnerships

All partnerships are subject to the BBA effective for tax years beginning after December 31,…

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SPACs tax issues
Tax Issues to Consider When Navigating a SPAC Transaction

In addition to understanding the benefits of using a SPAC, it is important that SPAC…

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investment bias
Understanding Investment Bias

In addition to external influences (e.g. market volatility, federal regulations, even social media) that can…

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Nasdaq Diversity Requirements
New Board Diversity Requirements for Nasdaq-Listed Companies

The SEC has approved a proposal submitted by Nasdaq that would introduce new diversity, equity…

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estate tax planning 2021
Estate Tax Planning in 2021: What You Can Do Now

While the gift and estate tax exemption is scheduled to drop to approximately one-half the…

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carried interest
Will Congress Close the Carried Interest Loophole?

The Carried Interest Fairness Act of 2021 would seek to tax all carried interest allocations…

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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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