Search Results

House passes infrastructure legislation; sends bill to President Biden

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.
Build Back Better Act – What is in and what is out?

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

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

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 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

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

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?

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 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 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

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

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

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

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

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

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.