Articles

Employers who sponsor retirement plans are reminded to implement procedures for dealing with former plan participants who leave their vested account balances in the plan long after they have separated from service with their employer.

After many years of deliberations, outreach and exposure drafts, the Public Company Accounting Oversight Board (PCAOB) adopted a new standard aimed at expanding the audit report to provide information that they believe is important and informative to investors.

By Gemma Leddy, CPA Establishing a family office is a logical next step for many individuals and families who have accumulated […]

“Taxpayer Hell!” screamed a headline in a New York Magazine article addressing New York State residency audits.

For most small and mid-sized organizations, cloud computing is now a widely-accepted, convenient transformative technology solution that relies on a service provider to deliver a shared pool of computing capabilities (e.g. servers, storage, routers) to its customers over a private, public or hybrid network.

Part IX-A of the federal Form 990-PF asks the foundation to list its four largest direct charitable activities. Often we are asked by our clients if it is necessary to provide this information and, if so, what type(s) of activities should be listed.

The IRS has begun issuing Advisory and Opinion Letters approving prototype and volume submitter plan documents for Section 403(b) plans. Several vendors who provide document preparation services have announced that they have received the necessary approval from the IRS to prepare and issue these plan documents.

On Thursday, May 4, 2017, the House of Representatives voted to approve the American Health Care Act (AHCA), H.R. 1628, by a slim margin vote of 217 to 213. If enacted, the AHCA would repeal and replace major pieces of the Patient Protection and Affordable Care Act.

Can states ignore a U. S. Supreme Court decision in order to raise additional tax revenue?

Gary Cohn, Director of the National Economic Council, and Steven Mnuchin, Secretary of the Treasury, unveiled a high-level overview of President Trump’s tax plan.

We recently completed our annual survey of private equity groups in the Northeast and Mid-Atlantic (fund size under $1 billion) and some interesting things emerged.