Andersen Global enters into a Collaboration Agreement with Beech Incorporated, a legal firm based in South Africa, broadening its legal capabilities in the region.
Family offices are increasingly sophisticated in how they structure compensation and investment participation for key employees. One of the most powerful and nuanced tools in that toolkit is the special purpose vehicle, or SPV. When deployed thoughtfully, an SPV allows a family office to give employees direct economic exposure to a specific investment opportunity, mirroring the economics the principal enjoys, while maintaining clean ownership architecture and managing cash flow in a disciplined way.
For the Record, Andersen’s official newsletter, covers a variety of tax and financial topics relevant to both individuals and corporations.
Sports franchise values have reached record levels and the factors driving those valuations have evolved significantly. According to Forbes' annual franchise rankings, several professional sports teams now have valuations approaching or exceeding $10 billion. While scarcity, league economics, and fan loyalty remain important drivers, media rights, digital engagement, and global brand monetization increasingly influence how investors and advisors assess value.
Family offices are built to do two things well: protect the family’s privacy and execute across a web of entities, accounts, and advisers without friction. Cybersecurity touches on both these goals. One compromised inbox can undo decades of discretion. One manipulated wire request can turn a routine Tuesday into a problem the family reads about in a court filing. The family offices that treat cybersecurity as stewardship, the same duty that governs how they handle the family’s capital, records, and name, are the ones that successfully navigate these issues.
Andersen Managing Director Joe Calianno will moderate a panel at the USA Branch of the International Fiscal Association’s 7th Annual Virtual International Tax Conference on September 17-18, 2026. On September 18, Joe will be the moderator for the panel session Traps for the Unwary. The panel will highlight common traps for the unwary relating to cross-border transactions and structures, provide practical examples, and explore planning considerations that may help taxpayers avoid costly mistakes.
The One Big Beautiful Bill Act (OBBBA) created Trump Accounts under new Internal Revenue Code Sec. 530A—custodial IRAs for children who have not reached age 18 with specific tax rules, contribution limits, and withdrawal options. Since the OBBBA was enacted, Treasury and IRS have issued a series of guidance addressing how Trump Accounts will operate in practice.
Daniel Gespass, a managing director with Andersen’s US National Tax Practice who focuses on fiduciary income tax and gift and estate tax planning, is a featured speaker at the 22nd Annual Jerry A. Kasner Estate Planning Symposium in Santa Clara, California on August 27-28. On August 28, Daniel will present a discussion titled IRS and Decanting.
USNT Managing Directors Ross Margelefsky, Jessica Hawn, and Tony Brown authored the article IRS Interim Guidance on New Special Depreciation Allowance for Qualified Production Property Under Section 168(n) Leaves Questions Unanswered. The article, which is available now on Checkpoint, will appear in the August 2026 edition of the WG&L journal, Practical Tax Strategies.
Featured Content
The CFO Series: Summertime Tax Planning
Learn how the current economic landscape and OBBBA developments can create actionable tax planning opportunities.
Read More
2026 Wealth Planning Strategies & Leading Practices
Explore comprehensive wealth planning strategies tailored for ultra-high-net-worth individuals, families, and their advisors.
Read More