House passes infrastructure legislation; sends bill to President Biden
Bipartisan infrastructure bill passes House with bipartisan vote. President Biden expected to sign by end of next week.
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Build Back Better Act – What is in and what is out?
After intense negotiations, some provisions were eliminated while others were rewritten in an effort to appease all Democratic members.
Nonqualified deferred compensation plans and payroll tax withholding
One of the most common issues overlooked by employers relates to the special timing rule in section 3121(v)(2).
House Bill limits losses of real estate pro’s and other active losses
Proposed Excess Business Loss limits could hurt real estate pro’s, others with active losses, including cash losses.
Family offices and tax changes: Considerations from the House proposal
Family offices affected by income and transfer tax increases on individuals, estates and trusts proposed by House Ways and Means Committee.
The ripple effect of supply shortages
Fragile global supply chains are facing another round of port closures, factory shutdowns, production halts and labor shortages.
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.
House proposed changes – What should wealthy individuals consider?
What are the proposed tax changes affecting individual taxpayers and what should you consider today to limit your exposure to these changes?
House Ways and Means releases reconciliation tax payfors
House Ways and Means issues its discussion draft amendment with revenue items to offset $3.5 trillion spending package.
Senator Wyden’s draft proposals target partnership tax rules
Senator Wyden’s recent ‘discussion draft’ legislation, if enacted, would drastically alter many of the tax rules that apply to partnerships.
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.
Pandemic’s effect on workplace adds complexity to M&A valuations
Companies that have taken care of their workers, embraced technology and adjusted to a rapidly evolving marketplace have been rewarded.
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.
The IRS takes aim at high net worth individuals
A discussion on the IRS concern with non-filers and what can be done to mitigate the risk is provided in this article.
Strategies for streamlining the grant management process
Careful grant management planning can help organizations reduce paperwork, save time, ensure compliance and lead to increased grant awards.
Cybersecurity report illuminates family office risks and safeguards
Expanding cybersecurity threats present family offices with challenges. See how the problems intensified with the shift to remote work.