BCo Community News

Estate planning is often treated as a one-time exercise. Documents are drafted, trusts are established, beneficiary designations are completed, and families move on with the assumption that the plan will work as intended. But over time, that plan can drift. Wealth changes. Families evolve. Businesses grow. Tax laws shift. And the gap between what a family intends and what its estate plan is actually positioned to do can widen significantly.

That gap is often not discovered until a triggering event occurs. A business owner may realize that most of the family’s wealth is tied up in the company and begin to question how to provide fairly for children with different roles. A surviving spouse may find the administration process overwhelming and wonder whether the existing plan is workable in practice. Others […]

Introduction

AI is giving leaders a once-in-a-generation opportunity to reimagine work, roles, skills, and human potential. Rather than asking how AI can make existing jobs more efficient, leaders should ask a different question: Knowing what AI can do and the unique value of human workers, how do we want to organize jobs differently to improve business outcomes?

The urgency is growing. According to the World Economic Forum, employers expect 39% of workers’ core skills to change by 2030, while 63% identify skills gaps as a major barrier to business transformation. AI and information-processing technologies rank among the most powerful drivers of workforce change over the next five years.

Employees recognize this urgency as well. BDO’s Winning on the People Side of Business research found that 93% of employees and 94% of business leaders identify skills development and […]

The Employee Benefits Security Administration (EBSA) of the U.S. Department of Labor (DOL) recently issued Technical Release 2026-02, providing important guidance on the treatment of newly created Trump accounts under the Employee Retirement Income Security Act of 1974 (ERISA). The guidance specifies that Trump accounts established under Internal Revenue Code Section 530A and related employer contribution programs under IRC Section 128 generally will not constitute ERISA-covered employee pension plans.

For employers considering whether to offer Trump account contributions as an employee benefit, the guidance provides welcome clarity and could create an opportunity to offer a tax-favored benefit without the administrative burden typically associated with ERISA-covered retirement plans.

Background

The One Big Beautiful Bill Act of 2025 established Trump accounts as a new type of tax-favored savings account for eligible individuals under age 18. […]

Why organizations investing in AI still struggle to translate adoption into measurable business value

Organizations have largely moved beyond debating whether AI should be integrated into their operations. Employees are using AI. Teams are testing use cases. Organizations are investing in copilots, AI platforms, and training programs. Yet many leaders are still asking the same question:

“Why are some organizations seeing measurable value while others are still struggling to move beyond experimentation?”

The challenge is not lack of interest in AI. It is the growing gap between adoption and operational integration. In BDO’s Techtonic States Chapter 2 report, Build Your Business Edge, 42% of organizations reported that their infrastructure still requires modernization to support AI and emerging technologies. While technology readiness remains a challenge, operational complexity, fragmented processes, and disconnected systems continue to […]