Videos and Articles

Anti-churning rules applied to goodwill in deemed asset sale

Anti-churning rules applied to goodwill in deemed asset sale

IRS rules anti-churning rules apply to deemed asset sales when certain intangible assets remain within the same consolidated group.
Discount rate for lessees that are not PBEs

Discount rate for lessees that are not PBEs

The FASB tentatively decided to allow lessees that are not PBEs to make the risk-free rate election by class of underlying asset.
The faster path from data to decision for manufacturers

The faster path from data to decision for manufacturers

This article focuses on how companies can implement the critical underpinnings of data-fueled efficiency and awareness.
Net operating losses: One size does not fit all

Net operating losses: One size does not fit all

Proper diligence when it comes to the state application of net operating losses can help maximize tax benefits and minimize errors.
Owner Readiness for Business Succession

Owner Readiness for Business Succession

Owner readiness is crucial to successful business succession, but many struggle with this first step. Read more on planning goals.
House Ways and Means Committee Proposed Tax Changes

House Ways and Means Committee Proposed Tax Changes

The House of Representatives Ways and Means Committee recently released draft legislation that would increase taxes to help pay for the proposed $3.5 trillion spending package. In this video, we briefly cover some of the more important proposed tax changes.
Nine reasons your property tax assessment may not be correct

Nine reasons your property tax assessment may not be correct

Real estate and business personal property taxes, together, are one of the largest generators of state and local tax revenue.
3 tests, few answers: The not-so-simple world of worker classification

3 tests, few answers: The not-so-simple world of worker classification

Growing businesses need to add workers. As the popularity of independent contractors grows, so does scrutiny over employee classification.
Nonqualified deferred compensation plan FAQs for employers

Nonqualified deferred compensation plan FAQs for employers

Before implementing a nonqualified deferred compensation plan, employers should consider the benefits and tax and compliance consequences.
Operating nonqualified deferred compensation plans FAQs for employers

Operating nonqualified deferred compensation plans FAQs for employers

Throughout a plan & s life cycle, employers should consider whether their plans remain compliant and aligned with the organization's goals.
Technology at the center

Technology at the center

Family offices can strengthen backup processes and increase efficiency and scalability by implementing finance and accounting outsourcing.
Tax Benefits of Opportunity Zone Funds

Tax Benefits of Opportunity Zone Funds

The proposed plan to increase long-term capital gains tax rates has motivated investors to seek opportunities to defer and reduce capital gains taxes. Opportunity Zone Funds have been increasing in popularity because of their ability to defer and reduce capital gains. Watch now to learn more about Opportunity Zone Funds.
Security Summit warns of identity theft and unemployment fraud

Security Summit warns of identity theft and unemployment fraud

The Internal Revenue Service Security Summit discusses the common warning signs of identity theft and unemployment benefits theft.
Building a successful family office: Top 10 questions to answer

Building a successful family office: Top 10 questions to answer

The life cycle of a successful family office begins with family objectives, investments, technology systems and more.
Updates to SBA’s PPP loan FAQ for borrowers and lenders

Updates to SBA’s PPP loan FAQ for borrowers and lenders

We have updated two of our white papers to reflect an update in the SBA’s PPP loan FAQ for borrowers and lenders.