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® Q4 2015 - Private companies feel less exuberant about the economy and own forecasts 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.
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.
Trendsetter Barometer 20th Anniversary edition 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.
Family business CEO succession planning 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.
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.
Cyber attacks on the rise 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.
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.
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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® 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.

Trendsetter Barometer® Q2 2015 — Private companies stay upbeat about US economy and committed to foreign markets
Revenue projections and optimism about the US economy remain high at private companies. So does profitability. And the number of Trendsetter businesses planning to hire new workers continues to inch up. But when these companies look at the world economy, they're less upbeat. Those selling abroad nonetheless plan to stay the course in China and elsewhere, keeping their eye on long-term growth.

Trendsetter Barometer® Q1 2015 — Private companies are off to a running start in 2015
Optimism in the economy is up among private companies, as is projected revenue and hiring. And the number of such businesses reporting increased profitability is the highest in a decade. But ongoing talent shortages could be a drag on growth, and the global economy doesn’t inspire tremendous confidence, except for key emerging markets. Read our survey report to hear what else is on private companies' minds.

Video - Trendsetter Barometer: Private Company CEOs' views on key economic issues Video - Trendsetter Barometer: Private Company CEOs' views on key economic issues
PwC Partner Ken Esch discusses private company CEOs views on key economic drivers.

Trendsetter Barometer® Q4 2014 — Private company optimism the highest in nearly a decade despite hiring challenges
Heading into the new year, private-company executives are in good spirits. Revenue forecasts are up, along with optimism about the US economy. So is profitability, which remains at a high-water mark for private companies. But chronic difficulty in finding skilled workers threatens growth at these businesses, and the global economy continues to be watched carefully by them. Read our survey report to hear what else is on private companies' minds.


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

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

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.

Family business

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.

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.

Personal Financial Services Quarterly News exploring issues and developments affecting high net worth individuals

23 November 2015 | Periodical - Personal Financial Services Quarterly Newsletter
This newsletter explores issues affecting high net worth individuals and includes year end tax planning, among others.

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.