Across all industries, family offices and their owners and management teams face rapidly evolving challenges, opportunities, and risks in the dynamic environment that is 2025. Here are six issues that family offices should...more
3/14/2025
/ Business Succession ,
Buy-Sell Agreements ,
Corporate Transparency Act ,
Estate Tax ,
Ethics ,
Family Offices ,
FinCEN ,
Generation-Skipping Transfer ,
Internal Revenue Code (IRC) ,
IRS ,
Limited Liability Company (LLC) ,
Limited Partnerships ,
Tax Planning ,
Tax Reform ,
Trusts ,
Valuation
The landscape is in flux right now for nonprofits, to say the least. To help structure your action plan, these are some of the top questions our Nonprofits & Associations team has been helping our clients think through....more
3/11/2025
/ Antitrust Provisions ,
Antitrust Violations ,
Compliance ,
Copyright ,
Data Privacy ,
Diversity and Inclusion Standards (D&I) ,
Employment Discrimination ,
Executive Orders ,
Federal Funding ,
Intellectual Property Protection ,
Nonprofits ,
Risk Management ,
Trademarks
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
Private companies and their owners face ever-evolving challenges as the market sees new regulations, new deal trends, and new risks in 2024. Below are 10 issues that the owners and leaders of privately held companies should...more
2/7/2024
/ Acquisitions ,
Artificial Intelligence ,
Beneficial Owner ,
Class Action ,
Corporate Transparency Act ,
Data Privacy ,
Disclosure ,
Employee Benefits ,
Employer Liability Issues ,
Estate Planning ,
Estate Tax ,
Family Offices ,
FinCEN ,
Gift-Tax Exemption ,
IRS ,
Labor Code ,
Lifetime Limits ,
Mergers ,
New Legislation ,
New Regulations ,
Privately Held Corporations ,
Reporting Requirements ,
SECURE Act ,
State Privacy Laws ,
Tax Cuts and Jobs Act ,
Technology Sector ,
Trusts
This constitutes the third in a four-part series that discusses the practice of repledging (sometimes referred to as “rehypothecation”), how standard agreements allow for repledging, the treatment of repledging under current...more
In light of the banking failures of Silicon Valley Bank, Signature Bank and First Republic (as well as Credit Suisse), this summer, the Federal Reserve and the FDIC proposed guidance and rules for larger banks to (i) develop...more
11/7/2023
/ Bankruptcy Code ,
Bankruptcy Court ,
Capital Requirements ,
Chapter 11 ,
Chapter 7 ,
Collateral ,
Debtors ,
FDIC ,
Federal Reserve ,
Insolvency ,
Lehman Brothers ,
Liquidation ,
Liquidity ,
Repurchase Agreements ,
Risk Mitigation ,
Secured Debt ,
SIPA ,
Unsecured Debt
The practice of repledging (sometimes referred to as “rehypothecation”) is utilized in, among others, loan, swap, and brokerage transactions. In connection with troubled financing institutions, it may be a classic example of...more
The role of environmental, social, and corporate governance (ESG) factors in capital allocation and investment decisions are poised to take center stage in 2022. A trend that entered the mainstream with a statement from the...more
In this podcast, Brian Schneider and Megan Daily discuss frequently asked questions from small businesses and nonprofits about contract management.
During this 10-minute podcast, Brian and Megan cover:
Do you always need a...more
The focus on quantifying LIBOR exposure and related disclosure requirements may be a ‘red herring.’ The real issues are (i) whether the LIBOR transition is merely an excuse to change the effective interest rates of financial...more
7/15/2021
/ Corporate Governance ,
Disclosure Requirements ,
Documentation ,
Dodd-Frank ,
Financial Industry Regulatory Authority (FINRA) ,
Financial Statements ,
Form 20-F ,
Interest Rates ,
Libor ,
MSRB ,
Municipal Securities Market ,
New Guidance ,
Regulation S-K ,
Secured Overnight Funding Rate (SOFR) ,
Securities and Exchange Commission (SEC)
AgTech companies face an exciting opportunity to play a large role in achieving sustainability and promoting ESG. -
On March 4, 2021, the US Securities and Exchange Commission announced the creation of a Climate and ESG...more
Updated Benefits for Senior Living Facility Owners and Operators -
Effective October 30, 2020, the Federal Reserve updated its Term Sheets and Frequently Asked Questions (the “Updated FAQs”) describing the Main Street...more
As travel increases despite ongoing pandemic concerns, hotel operators must address how to welcome back the increased workforce needed to care for more guests.
While some hotels remained open during quarantine with...more
10/27/2020
/ ADEA ,
Americans with Disabilities Act (ADA) ,
Best Practices ,
Employee Training ,
Employment Policies ,
Equal Employment Opportunity Commission (EEOC) ,
Federal Labor Laws ,
Hotels ,
Human Rights ,
Leave of Absence ,
NLRA ,
OSHA ,
State Labor Laws ,
Title VII ,
Wage and Hour ,
Whistleblowers ,
Workplace Safety
Effective June 20, 2020, the Federal Reserve updated its Term Sheet and Frequently Asked Questions (the “Updated FAQs”) describing the Main Street Lending Program (the “Program”) to expand the number of businesses that may be...more
In response to public feedback to the initial terms of the Main Street Lending Program (the “Program”), the Federal Reserve Board announced on April 30, 2020, an expansion of the loan options available to businesses and an...more
Payroll Protection Program loans may not be sufficient to bail out cash-strapped hotel operators. The current limits hold that PPP loans will only fund payroll and other expenses for up to eight weeks (depending on the loan...more