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Article
Compliance Notes - Vol. 7, Issue 20
Federal and state campaign finance regulators continue to scrutinize disclosure requirements and recurring donation practices, while courts weigh the constitutional boundaries of transparency laws. Recent developments include FEC inquiries into software-driven reporting errors, a Ninth Circuit ruling upholding Arizona's donor disclosure law, and California's new quarterly reporting framework for behested payments.
United States Commercial
N
Nossaman LLP
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Article
Edward Jones Fights Back In Challenge To Diversity Program
A White male plaintiff has filed a lawsuit against Edward Jones, challenging the company's "Goodknight" diversity program that allegedly incentivizes financial advisors to transition clients to female or other diverse advisors. The case represents one of several recent reverse discrimination lawsuits targeting corporate DEI initiatives, raising questions about the legal boundaries of workplace diversity programs under Title VII of the Civil Rights Act.
United States Employment
HB
Hall Benefits Law
Article
The Impact Of AI Bias On DEI
Human resources departments are rapidly adopting artificial intelligence to streamline operations, but this technological shift raises critical questions about algorithmic fairness and representation. When AI development remains concentrated among a handful of companies and excludes diverse perspectives, can these tools truly serve all employees equitably? The intersection of machine learning and workplace diversity reveals troubling patterns that demand immediate attention from HR professionals.
United States Employment
HB
Hall Benefits Law
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Article
Beyond Grantmaking: Why Estate Planners Should Prepare Clients For The Next Generation Of Philanthropy
Estate planners can better serve clients by looking beyond traditional charitable giving to flexible philanthropic strategies that reflect clients' goals, values and desire for lasting impact across generations. The article explores how modern philanthropy extends beyond tax-deductible donations to include impact investments, giving circles, and mission-aligned business structures. Discover five practical ways estate planners can initiate more meaningful philanthropic conversations and draft documents that
United States Wealth Mgt
WL
Withers LLP
Article
Treasury Issues Temporary Regulations On Trump Accounts And Contributions
The U.S. Department of the Treasury and IRS recently issued temporary regulations that provide an immediately effective framework for establishing and administering “Trump Accounts,” including broad automatic enrollment and large-scale contributions funded by governmental and charitable donors. The regulations became effective September 30, 2026, apply to taxable years beginning on or after January 1, 2026, and expire September 30, 2029.
United States Employment
FL
Fennemore
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Article
Federal Court Dismisses Franchisee Complaint Against UNITS Franchising Group Based On Preemption And Inadequate Pleading
On July 9, 2026, the United States District Court for the Central District of California issued its decision in So Cal Storage, LLC et al. v. UNITS Franchising Group, Inc., 2026 WL 2045621 (C.D. Cal. July 9, 2026), granting a franchisor's motion to dismiss the franchisees’ claims arising from alleged misrepresentations, software failures, vendor restrictions, and misuse of advertising fund contributions.
United States Commercial
LB
Lewis Brisbois Bisgaard & Smith LLP
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Article
Executive Compensation Disclosure Reform: SEC Rulemaking Now On OIRA’s Dashboard
The SEC has submitted a rule proposal titled "Executive Compensation Disclosure Reform" to the White House's Office of Information and Regulatory Affairs, signaling imminent changes to executive compensation disclosure requirements. This development follows SEC Chairman Paul Atkins' earlier indication of broader reform plans, including potential simplification of pay-versus-performance disclosure and revisions to perquisite reporting.
United States Employment
WT
Winston Taylor
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