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WebinarOur on-demand session discusses how your government agency can best prepare for cyber incidents. We'll look at ways to harness strategic initiatives currently in play and neutralize the published incidents of impacted organizations.
BrochureTiered discounts in valuations performed for estate and gift tax purposes will almost always be met with a challenge by the IRS.
There are important takeaways for valuation in the Sorensen case. This article by a valuation professional provides details and insight.
Individual taxpayers may want to consider 2024 inflation adjustments for gift exclusions & review their gift and estate plans in light of the changing tax landscape.
HIPAA’s requirements apply to more than doctors and hospitals. Protect your business and clients by learning about key requirements including who needs to comply.
Who Needs a HIPAA Security Assessment? You May Be Surprised: Rules Touch Many Non-Medical Businesses
Non-medical businesses may be surprised that they are subject to HIPAA because they have clients handling ePHI.
Discover whether security and privacy complement each other like PB&J or clash like oil and water, and gain insights into finding a balance that safeguards both.
As of July 11, 2023, personal data transferred between the EU and U.S. is protected by legal obligations under the EU-US Data Privacy Framework adequacy decision.
The U.S. Tax Court opinion of Cecil v. Comm’r highlighted important valuation issues that will be significant as to how business appraisals are performed.
Iowa becomes the latest state to pass a consumer data protection law which takes effect on January 1, 2025. Find out how your organization will be affected.
The data inventory implementation process helps reduce the risks that arise from data collection, including the over-collection & collection of inaccurate data.
Will Frazier, Managing Director, Valuation Services, sat down with Wealth Management to discuss the divination of discounts for lack of marketability.