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 MOREThe Marijuana Opportunity Reinvestment and Expungement Act (MORE)
Bill H.R. 3884 to decriminalize cannabis was recently passed by the House of Representatives on December 4, 2020.
IRS 2020-2021 Priority Guidance Plan – What Foundations Should Know
Each year the Department of the Treasury and the IRS jointly release their Priority Guidance Plan (the Plan) for the upcoming year, the most recent of which was released on November 17, 2020
Don’t Fall for the One-Buyer Trap
Financial buyers deploy significant resources to contact private companies in order to purchase a company below its true market value.
Cyber Roundup – December 2020
If you didn’t realize this before, cyber criminals have unlimited felonious imaginations and unmitigated gall, this issue of Cyber Roundup will certainly confirm that.
Webinar Replay: Hospitality Industry Update
What do we see and hear, and how does it affect the hospitality industry? Don’t miss out on current trends […]
The Value of Charitable Giving
We all look for ways to give back to our communities during the holiday season.
Impact of SAS 136 on Audits of Employee Benefit Plans
Statement on Auditing Standards (SAS) 136 addresses the audit of employee benefit plans subject to the Employee Retirement Income Security Act of 1974 (ERISA) and deals with the form and content of the audit report.
IRS Examination Topics
During 2020, our Employee Benefit Services Group represented several retirement plans that were selected for examination by the Internal Revenue Service (IRS).
Affordable Care Act of 2010: Forms 1094-C/1095-C
By Anthony Bianchi, Tax Supervisor The Internal Revenue Service released in October the final version of the 2020 Forms 1094-C, Transmittal […]
Update: 403(b)/457(b) Plans
During 2020, our Employee Benefit Services Group represented several retirement plans that were selected for examination by the Internal Revenue Service (IRS).
Part-Time Workers: Start Counting Hours
The Setting Every Community Up for Retirement Enhancement (SECURE) Act (the Act) of 2019 seeks to expand retirement plan coverage for U.S. workers.