Across all industries, private companies, family offices, and their owners and management teams face rapidly evolving challenges, opportunities, and risks in the dynamic environment that is 2025. Here are 11 issues that...more
3/10/2025
/ Acquisitions ,
Arbitration ,
Artificial Intelligence ,
Beneficial Owner ,
Business Succession ,
Buy-Sell Agreements ,
Class Action ,
Compliance ,
Connelly v United States ,
Consumer Protection Laws ,
Corporate Transparency Act ,
Data Privacy ,
E-Commerce ,
Estate Planning ,
Estate-Tax Exemption ,
Ethics ,
Family Businesses ,
Federal Trade Commission (FTC) ,
FinCEN ,
Form I-9 ,
Generation-Skipping Transfer ,
Gift-Tax Exemption ,
Immigration ,
Immigration and Customs Enforcement (ICE) ,
Immigration Procedures ,
IRS ,
Legislative Agendas ,
Limited Liability Company (LLC) ,
Limited Partnerships ,
Mergers ,
NLRB ,
Non-Compete Agreements ,
Private Attorneys General Act (PAGA) ,
Privately Held Corporations ,
Regulatory Reform ,
Risk Management ,
SCOTUS ,
State Legislatures ,
Tax Cuts and Jobs Act ,
Terms of Use ,
Valuation
The US Securities and Exchange Commission (SEC) Division of Examinations recently released its 2024 Examinations Priorities, a yearly report that provides insight into the Division’s areas of focus to improve compliance,...more
10/26/2023
/ Business Valuations ,
Compliance ,
Conflicts of Interest ,
Cryptoassets ,
Disclosure Requirements ,
Examination Priorities ,
Fees ,
Fraud ,
Illiquid Assets ,
Information Security ,
Investment Adviser ,
Investment Advisers Act of 1940 ,
Policies and Procedures ,
Portfolio Managers ,
Proprietary Trading ,
Reporting Requirements ,
Risk Management ,
SEC Examination Priorities ,
Securities and Exchange Commission (SEC)