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Cyber insurance trends and best practices: An evolving landscape

Cyber insurance trends and best practices: An evolving landscape

Cyber insurance policies are more stringent as risks like ransomware attacks increase. Learn the changes in the cyber insurance marketplace.
Keys to an effective family office governance framework

Keys to an effective family office governance framework

A family developing a family office needs to establish a governance framework apart from the operating business that grew its wealth.
Choosing the family office structure that helps your family’s goals

Choosing the family office structure that helps your family’s goals

When aligning your preferences with 1 of 3 main structural forms, a family office will position itself to succeed for many years to come.
Paid leave for employees impacted by COVID-19 in 2021

Paid leave for employees impacted by COVID-19 in 2021

Some employers can give paid leave to employees impacted by COVID in 2021 and claim a payroll tax credit per the American Rescue Plan Act.
President’s clean energy proposals for industrials sector

President’s clean energy proposals for industrials sector

President Biden’s proposals for prioritizing clean energy affect the industrials sector including manufacturing, automotive, and oil and gas
IRS updates its Employee Plans Compliance Resolution System (EPCRS)

IRS updates its Employee Plans Compliance Resolution System (EPCRS)

EPCRS is a summary of the rules that the IRS uses to assist employers in correcting retirement plan mistakes without disqualifying the plan.
Long-term rates are falling again

Long-term rates are falling again

Yields on longer-term Treasuries have recently retreated. We examined several key factors behind the moves and what to watch going forward.
Consumer Compliance Supervisory Highlights for March 2021

Consumer Compliance Supervisory Highlights for March 2021

Per the CCSH publication by the FDIC, 99% of all FDIC-supervised institutions were rated satisfactory or better for consumer compliance.
SBA formally withdraws loan necessity questionnaire

SBA formally withdraws loan necessity questionnaire

Small Business Administration, in light of lawsuit, notifies PPP lenders that loan necessity questionnaire is withdrawn.
Interagency statement on model risk management for bank systems

Interagency statement on model risk management for bank systems

The recent supervisory guidance on the model risk management for bank systems supporting BSA/AML compliance and key points of consideration.
IRS extends relief for leave-based donation programs

IRS extends relief for leave-based donation programs

Notice 2021-42 provides guidance for cash payments from foregone vacation, sick or personal leave made by employers to charities.
Cybersecurity considerations and trends for board and audit committees

Cybersecurity considerations and trends for board and audit committees

As cybersecurity threats emerge and expand, boards of directors have increased responsibility to address potential threats.
Coronavirus: Updates about certain Provider Relief Fund requirements

Coronavirus: Updates about certain Provider Relief Fund requirements

We updated the discussion about certain government assistance in our Coronavirus: Financial reporting considerations white paper.
Retirement Report: Third Quarter 2021

Retirement Report: Third Quarter 2021

In this issue of the Retirement Advisory Report, we discuss 2021 updates to regulations that may affect you and your retirement plan.
5 ways outsourcing can help organizations manage risk

5 ways outsourcing can help organizations manage risk

Discover how an experienced managed service provider can help companies manage and mitigate risk. Unique business needs.
Employer sponsored retirement plans: Key differences

Employer sponsored retirement plans: Key differences

Determining what type of retirement plan to offer employees can be complicated and expensive. Learn what to consider when selecting a plan.