Industry honor recognizes Family Office Division for excellence in private client category at FWR Awards 2017.
According to current guidelines, 401(k) plans may provide that an employee can receive a distribution of his or her elective contributions due to a financial hardship arising from certain events such as medical bills, tuition payments or purchase of a principal residence.
According to the IRS, opinion and advisory letters (i.e., for prototype and volume submitter type of plans, respectively) are expected to be issued for 403(b) plans in the second quarter of 2017.
Partner Joseph Centofanti brings decades of experience in all aspects of governmental and not-for-profit accounting, auditing and consulting
A major shift has occurred in how the IRS will handle partnership tax examinations in the future. The IRS has created new centralized procedures for the audit, assessment, and collection of tax.
Award recognizes the Family Office Services Division for best-in-class innovations and unmatched client satisfaction
Understanding the financial health of a prospective and/or a recurrent grant recipient is an essential function throughout the grant management process.
Intangibles — Goodwill and Other (Topic 350), Accounting Standards Update (ASU) 2017-04, Simplifying the Test for Goodwill Impairment was recently issued by the Financial Accounting Standards Board (FASB or the Board).