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FATCA compliance is now an essential part of providing employee benefits outside of the U.S. FATCA withholding and reporting deadlines for FFIs. Exemptions for non-U.S. retirement plans under FATCA and filing IRS Form W-8BEN-E and individual taxpayer compliance.

Virtually all plan sponsors are aware of the annual Form 5500 reporting requirement for their retirement plans, but many are not aware of the filing requirements for welfare benefit plans. It is imperative that plan sponsors understand the reporting requirements for these plans.

The role of internal audit within an organization has always been to help monitor and address its risks, whether financial, regulatory, technology, or operational. Thus, IA is uniquely posed to tackle ESG.

If you’re a publicly traded company – or a company with suppliers or clients that are – your accounting firm could and should be a source for much-needed insight and value in reporting your climate-related data to the SEC.

This summary explains what ESG means for the real estate industry, why it’s important, and how to measure and report on ESG strategies and plans.

The oil and gas industry is, like many sectors, still feeling the impact of the COVID-19 pandemic. Inflation, the rising influence of ESG practices, and other factors are also influencing the industry.

Everyone experiences and copes with everyday personal and workplace stresses in different ways. There are both short-term quick-fixes and long-term habit-forming solutions.

To make an informed decision for your business (about WFH or RTO) consider the benefits that each presents to get the most return and mitigate as much of the downside as possible.

Sustainability will continue to popular as younger generations buy or rent homes—meaning builders and real estate investors must make green practices part of their business plans.

Given the current war for talent, companies will have to up the ante when it comes to employee referral programs. Here are five tips when developing your employee referral program.

As the company grows, so does the need for useful financial information and management, along with the tools and expertise to acquire and leverage the related information.

Advisory boards can add significant depth of knowledge and experience to the management and oversight of a business, but they need to be assembled and used strategically.

It is important for all parties involved in trusts—including the grantor, trustee(s) and beneficiary—to understand the intention of the trust and ensure its rules support them because family assets are often tied directly to trusts.

The role and impact of shareholders to the successful governance of a family business, including the shareholders’ rights and responsibilities.

A look at a few key area business consultants might be focusing on in the 2020s and what they need to do to stay ahead of the curve.

How can you use accountability to differentiate your family business? Two skills or attributes that are critical to creating accountability are assertiveness and compassion.

A Parenting Intent Document outlines the characteristics and skills that parents want their children to develop and display when they are ‘ready to launch.’

The article suggests five areas to make change in life and business which include assessment, create accountability for change, join others on similiar journeys, and create family coach.

Family businesses are facing a tremendous challenge right now. Within the next five years, a significant number of businesses in the United States will transition ownership, and this puts increased pressure on the family and the business.

Lisë Stewart compares running small businesses to riding a unicycle - the ability to "Lean In" (as in Sheryl Sandberg’s book, “Lean In”) becomes more difficult with only one wheel and corporate woman leaders should strengthen their core values.