Meadows Collier

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On Tuesday, June 9, firm partner Mark A. McMillan will be presenting "Designing and Implementing a Family Office." With the number of family offices worldwide exceeding 10,000 and assets under management estimated at roughly $6 trillion, more high-net-worth families than ever are exploring whether a dedicated family office is the right vehicle for coordinating their wealth and family governance. But the threshold question — virtual, single-family, or multi-family — is one that many advisors are asked to help answer without a structured framework for doing so. This webinar provides a practical, 60-minute guide to all three models, covering how they differ in cost, control, and privacy; a roadmap for setting up a family office, starting with defining the purpose of the family office through first-year operations; and the common pitfalls that cause family offices to stumble.

Learn more and register today: https://webinars.meadowscollier.com/

In our latest post, firm partner Jeffrey M. Glassman analyzes the recent decision in 𝘛𝘳𝘪-𝘚𝘵𝘢𝘵𝘦 𝘔𝘦𝘮𝘰𝘳𝘪𝘢𝘭 𝘏𝘰𝘴𝘱𝘪𝘵𝘢𝘭 𝘷. 𝘜𝘯𝘪𝘵𝘦𝘥 𝘚𝘵𝘢𝘵𝘦𝘴 and its implication for employers pursuing Employee Retention Credit (ERC) refund claims. Mr. Glassman explains how the court rejected the government's attempt to impose heightened standards for proving a "partial suspension" under the ERC statute and reinforced the courts - not agencies - ultimately interpret the law. He also discusses why the ruling is significant employers facing denied, delayed, or contested ERC claims, emphasizing that aggressive government positions are not always upheld in court and that legitimate claims my still have a viable path forward.

Read more: https://www.meadowscollier.com/erc-update-a-court-reminder-that-the-government-doesnt-always-interpret-the-law-correctly