Insights Center: 2025 Tax & Legislative Changes
Individuals, businesses and not-for-profit organizations are all affected by the new tax law – and we are ready to help. Start by staying informed; you’ll find our analyses of the new law’s many provisions here.
LEARN MORECyber Roundup – February 2021
Be wary. Be skeptical. Be proactive. Anything digitalized can be breached, information obtained, and criminal activity pursued.
Complying with the Tax Basis Capital Requirement
The IRS confirmed in October that partnerships would need to report partners’ capital accounts on the tax basis.
7 Reasons to Use an Investment Banking Team to Sell Your Company
Enhancing deal value and increasing certainty to close are what investment bankers do every day.
IRS Identity Protection PIN Allows Voluntary Enrollment
The IRS Identity Protection PIN (IP PIN) is a unique six-digit number assigned by the IRS to be used in conjunction with a taxpayer’s Social Security Number when filing their federal income tax return.
Retirement Plan Nondiscrimination and Other Compliance Tests
As the 2020 plan year audit season approaches, it is important for plan sponsors to remember their responsibility for conducting required nondiscrimination and other compliance tests relating to a retirement plan in a timely manner.
Shuttered Venue Operators are Thrown a Lifeline as the Show Must Go On
Described as a lifeline, the Economic Aid to Hard-Hit Small Businesses, Nonprofits and Venues Act (Hard-Hit Act) introduced a new $15 billion grant program that provides aid to the arts and entertainment industry.
The Special Purpose Vehicle – Facilitating Business and Investment Across the Globe
The overall investment landscape is evolving rapidly, and investment structures continue to adapt to the ever-changing needs and objectives of stakeholders.
Business Owners – Are You Prepared if a SPAC Comes Knocking?
If you mentioned the acronym “SPAC” a few years ago you were likely met with a blank stare. While COVID-19 led the headlines in 2020, SPACs became the hottest investment vehicle on Wall Street dominating the initial public offering (IPO) landscape and private equity has played a significant role in the SPAC boom.
Tax-Free Retirement Income?
Many of us are looking for ways to keep more of what we make and minimize our tax burden. One effective strategy for individual taxpayers can be the Backdoor Roth IRA.
M&A Outlook for 2021: An Active Seller’s Market
The year ahead holds the promise of a dynamic seller’s market likely to drive a healthy mergers and acquisitions (M&A) market.
The Employee Retention Credit – A New and Improved Taxpayer Opportunity
The Consolidated Appropriations Act, 2021 (the Act) brought big headlines including a new round of PPP loans, full expensing for business meals, and new stimulus checks.
Planning Considerations for Foundations Undergoing Audits in the Coming Months
As a new year brings on a new audit season, foundations that undergo a financial statement audit need to ensure they are properly prepared to enable the process to proceed with minimal issues and disruption to their operations.