Family Owned Businesses
Strengthening Workers’ Financial Wellness After the Pandemic

Strengthening Workers’ Financial Wellness After the Pandemic

Even before the COVID-19 pandemic, employers were becoming increasingly focused on helping their workforces prepare for retirement and address other areas of financial wellness. Unfortunately, the pandemic heightened the pressures that many workers face in multiple...

2021 State & Local Tax Year-End Issues To Consider Now

2021 State & Local Tax Year-End Issues To Consider Now

State and local governments are revisiting taxpayer compliance with nexus rules and other tax policies, considering new taxes on digital services and reconsidering conformity with federal tax rules and legislation in an effort to rebuild their economies. The following...

Plan Sponsor Alert: 401(k) Plan Restatements Required By July 2022

Plan Sponsor Alert: 401(k) Plan Restatements Required By July 2022

Every six years, the Internal Revenue Service (IRS) requires employers with qualified, pre-approved plans to restate their plan documents – reflecting changes that have occurred since the plan documents were created or last restated. For defined contribution plans,...

The Post-COVID Urban Revival: What’s Next for Big Cities?

The Post-COVID Urban Revival: What’s Next for Big Cities?

Today, more than four out of five people in the United States live in cities and urban areas. Over the country’s long history of urbanization, cities like New York, San Francisco and Chicago swelled not only in population, but also in their prominence as American...

Financial Literacy For the Rising Generation and Beyond

Financial Literacy For the Rising Generation and Beyond

It is very common for families of affluence to have competent professional advisors to help them manage their investments, their legal affairs, and their business operations. If a family member is not planning on a career as the Chief Executive Officer or Chief...