Publications

Explore our publication library for in-depth analysis, detailed research, and our perspective on key topics that help private companies and individuals manage and grow their business and wealth.

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Trendsetter Barometer® Q2 2016 Trendsetter Barometer® Q2 2016 - In these uncertain times, private companies remain focused on growth
With respect to where the economy is heading, a mixture of concern and uncertainty has been the prevailing sentiment among private companies this past quarter. Nonetheless, they remain confident in their growth prospects and that of their industries.
Growing Your Business™ - Does your company have the right IT strategy? Growing Your Business™ - Does your company have the right IT strategy?
Two-thirds of private companies either have no IT strategy or one that cannot sustainably support their business strategy. Is your company among them?
2016 Employee Financial Wellness Survey 2016 Employee Financial Wellness Survey
The 2016 edition of PwC’s Employee Financial Wellness Survey tracks the financial well-being of full-time employed U.S. adults nationwide. This year it incorporates the views of 1,600 full-time employed adults.
PwC’s CEO Survey - Private Companies cut PwC’s CEO Survey - Private Companies cut
PwC’s annual CEO Survey finds that private companies are confident about growth prospects, despite a complex and volatile business environment. And family-run companies - built on trust, personal relationships and strong values - could have significant competitive advantage.
2016 Guide to tax and wealth management 2016 Guide to tax and wealth management
PwC's 2016 edition of Managing Your Wealth offers guidance on strategic tax planning, managing your portfolio, charitable giving, estate and gift planning, business succession planning and other wealth management topics.
2014-2015 US Family Business Survey
Learn how family businesses leaders are tackling critical business and family issues such as competition, growth, the skills gap, technology, professionalizing their business and family models and succession planning in the 2014-2015 US Family Business Survey.
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Top publications
 


Each quarter, PwC's Private Company Trendsetter Barometer tracks the business issues and best practices of America’s leading privately held businesses.
 

Trendsetter Barometer® Q2 2016 - In these uncertain times, private companies remain focused on growth
With respect to where the economy is heading, a mixture of concern and uncertainty has been the prevailing sentiment among private companies this past quarter. Nonetheless, they remain confident in their growth prospects and that of their industries.

Video: Trendsetter Q1 2016—Private companies remain on track despite economic jitters

PwC's Ken Esch, Private Company Services Partner, discusses the Trendsetter Barometer survey and highlights key findings from US private companies in the first quarter of 2016.

Trendsetter Barometer® Q1 2016 - Private companies remain on track despite economic jitters
Private companies showed clear signs of nervousness about the US and world economies in 1Q, but not enough to pull back much on spending, slash revenue forecasts, or reduce headcount. Instead, they’re taking uncertainty in stride and keeping a steady eye on long-term growth — the kind of big-picture thinking that private companies are known for and have the tenacity to see through.

Trendsetter Barometer® Q4 2015 - Private companies see clouds on the economy's horizon but have sunny corporate forecasts                                    Private companies were markedly less optimistic about the economy in 4Q, but that didn’t translate into pessimistic forecasts or lower spending. In fact, more of them are planning M&A and capex activity, along with increased operational spending. And they’re still hiring, even if not in droves, as well as pursuing opportunities abroad. So, yes, private companies are somewhat spooked about the economy’s prospects, but are they skittish? Not at the moment.

Trendsetter Barometer® Q3 2015 - Private companies feel less exuberant about the economy and own forecasts
While the party is hardly over, fewer private companies were feeling optimistic about the economy in 3Q, and that’s translating into less-aggressive forecasts, tempered hiring, and a pullback in capex. Meanwhile, international sales are
softening and so is the pricing power companies were enjoying earlier this year. But big picture, they’re still feeling good and setting their sights on the future, including the 2016 elections and their potential effect on business.

Trendsetter Barometer 20th Anniversary edition
For 80 quarters running, PwC has been asking private companies how they feel about where the economy is heading, their revenue expectations, hiring intentions, growth opportunities (and barriers), and investment focus. Their answers tell us a lot about private companies.


Growing Your Business™ discusses the opportunities and challenges that leaders of privately owned businesses face, suggesting ways they can make the most of both.
 

Growing Your Business™ - Does your company have the right IT strategy?
Two-thirds of private companies either have no IT strategy or one that cannot sustainably support their business strategy. Is your company among them?

Cyber attacks on the rise: Are private companies doing enough to protect themselves?
Cybercriminals are increasingly targeting midmarket companies and startups in hopes of easy access. The cost to a business can be high, ranging from financial loss to reputational damage. With heightened awareness, private companies can fight back.

Growing Your Business™—Profitability 2.0
Is your company as profitable as it could be? If not, it might be time to abandon conventional wisdom and do things differently. Read how.

 

Customer engagement: Reaping the rewards of digital outreach
Private companies are leading the charge in making entrepreneurial use of social media, mobile devices, and other digital avenues to get closer to their customers. While these companies are still in the minority, more are likely to follow suit as competition for customers continues to heat up.
 

Helping you and your family grow and protect your wealth.

Private wealth

Personal Financial Services Quarterly Newsletter - July 2016
Topics in this issue include: Clinton/Trump tax plans at a glance, aircraft ownership, conservation easements, private foundations, and upcoming deadlines.
Personal Financial Services Quarterly Newsletter - April 2016
Topics in this issue include: tax extenders, owning foreign assets, teaching children about personal finance and updates on the Net Investment Income Tax.
2016 Guide to tax and wealth management
PwC's 2016 edition of Managing Your Wealth offers guidance on strategic tax planning, managing your portfolio, charitable giving, estate and gift planning, business succession planning and other wealth management topics.
Personal Financial Services Quarterly Newsletter - January 2016
Topics in this issue include: understanding the record retention rules for tax returns, exploring the differences between domestic employees and independent contractors, steps you can take to decrease the risk of identity theft, a review of the Highway Bill and key upcoming tax deadlines.
2016 Guide to tax and wealth management Personal Financial Services Quarterly Newsletter - November 2015
Topics in this issue include: year end tax planning, understanding the tax impact of gifts of cash versus loans, the tax considerations surrounding the ownership of Qualified Small Business Stock, and key upcoming tax deadlines.

Family business

Next Generation Survey 2016
PwC surveyed over 250 next gens of family businesses to understand the issues they face as they prepare to take over. What we found is that succession, professionalization and digital/technology are still top of mind for the next gen.
2014-2015 US Family Business Survey
Learn how family businesses leaders are tackling critical business and family issues such as competition, growth, the skills gap, technology, professionalizing their business and family models and succession planning in the 2014-2015 US Family Business Survey.
Building or renewing your board Family business CEO succession planning
Succession planning’s goal is to provide the least amount of disruption to your business and to give you the widest possible choice of qualified candidates before you make that decision.
Building or renewing your board Building or renewing your board
More and more family businesses are interested in corporate governance today. Many want to understand the value a board brings, and how to evolve their board to provide that value. This publication is the second in a series about family business corporate governance.

What is a board's role in family business? What is a board's role in family business?
More and more family businesses are interested in corporate governance today. Many want to understand the value a board brings, and how to evolve their board to provide that value. This publication is the first in a series about family business corporate governance.


Provides timely insight on emerging tax issues for private companies and individuals. PCS tax insight primarily focuses on significant tax developments for mid-size nonpublic companies, partnerships, S-corporations, LLCs and high-net worth individuals.

Review more Tax insight publications here.

 

Court sides with taxpayer, finds shareholder-employee compensation to be reasonable

19 Jul 2016 | Insights
Court sides with taxpayer, finds shareholder-employee compensation to be reasonable

Notable state income tax implications of international operations

14 Jul 2016 | Insights
Notable state income tax implications of international operations

Is a captive insurance company right for your business?

16 Jun 2016 | Insights
Is a captive insurance company right for your business?

Analysis of tax developments worldwide - May 2016 edition

29 April 2016 | International Tax
This newsletter covers international tax issues including legislative changes, case law and treaty changes.

Singapore: Recent immigration initiatives aimed at strengthening global competitiveness

29 April 2016 | Global Mobility
Singapore: Recent immigration initiatives aimed at strengthening global competitiveness.

Enhanced deduction for charitable contributions of food inventory modified and retroactively made permanent

14 March 2016 | Insights 
Enhanced deduction for charitable contributions of food inventory modified and retroactively made permanent

IRS warning on new ‘phishing’ scheme targeting employees’ personal information highlights growing problem of tax-related business identity theft 

08 March 2016 | Insights 
The IRS has alerted payroll and HR professionals to a phishing scheme targeting employee information

Notable tax implications of installment sales 

13 January 2016 | Insights 
Notable tax implications of installment sales

IRS increases de minimis safe harbor limit for taxpayers without an ‘applicable financial statement’

15 December 2015 | Insights 
IRS increases de minimis safe harbor limit for certain taxpayers.

Making a Q-sub election for a recently acquired corporation? Watch out for disappearing basis!

05 November 2015 | Insights 
Making a Q-sub election for a recently acquired corporation? Watch out for disappearing basis!
 

When is a taxpayer engaged in an activity that is considered a ‘hobby?’

24 August 2015 | Insights
When is a taxpayer engaged in an activity that is considered a ‘hobby?’
 

Return filing deadlines revised for corporations, partnerships, others

12 August 2015 | Insights
Recent legislation changes return filing dates for some returns filed for tax years beginning after Dec. 31, 2015.
 

Congress approves short-term highway bill with revenue offsets; international tax reform remains an option for long-term bill

30 July 2015 | Insights
Congress today completed action on a three-month extension of federal highway and transit program authorization.
 

Newly issued proposed regulations under Section 707(a)(2)(A) address disguised payments for services - Initial observations

24 July 2015 | Insights
Section 707(a)(2)(A) regs address disguised payments for services.
 

Senate Finance Committee approves renewal of expired tax provisions

21 July 2015 | Insights
Senate Finance Committee approves renewal of expired tax provisions.
 

Payments made by corporation to sole executive and shareholder did not constitute reasonable compensation

09 July 2015 | Insights
Payments made by corporation to sole executive and shareholder did not constitute reasonable compensation.
 

Three-month window creates opportunity to file accounting method changes

29 June 2015 | Accounting Methods Spotlight
The IRS on January 16 issued Rev. Proc. 2015-13, modifying the previous rules for requesting accounting method changes.
 

Employee benefits after the Supreme Court decision upholding same-sex marriage

29 June 2015 | Insights
Obergefell will require same-sex married couples and opposite-sex couples to be treated the same for state tax purposes.
 

June 2015 - Recent tax, compliance and financial developments affecting high net worth individuals

26 June 2015
Exploring developments affecting high net worth individuals such as cyber security and non US purchase of real property.
 

New foreign investment reporting requirement (Form BE-10)

16 June 2015 | Insights
New foreign investment reporting requirement (Form BE-10)
 

Notable tax implications of partnership terminations and structural changes

09 June 2015 | Insights
Notable tax implications of partnership terminations and structural changes
 

March 2015 - Recent tax, compliance and financial developments affecting high net worth individuals

18 March 2015
Exploring developments affecting high net worth individuals such as tax fraud and international filing requirements.