RESOURCE GALLERY

CAA 2021 Changes to Paid Sick Leave and FSAs

CAA 2021 Changes to Paid Sick Leave and FSAs

The Consolidated Appropriations Act, 2021 was signed into law late last year, and in this video, we will discuss how the Act affected paid sick and family leave as well as flexible spending accounts.
How regulatory oversight may change at 5 agencies

How regulatory oversight may change at 5 agencies

A look at the changing regulatory landscape for the financial services industry under the Biden administration.
Cybersecurity issues for plan sponsors

Cybersecurity issues for plan sponsors

The Department of Labor is working on guidance addressing cybersecurity issues as they relate to plan sponsors and third-party providers.
Tax considerations for family offices under the Biden administration

Tax considerations for family offices under the Biden administration

Biden’s campaign proposed tax increases that affect family offices, including rate hikes on corporations and wealthy individuals.
Approaching audits proactively saves substantial cash in the long run

Approaching audits proactively saves substantial cash in the long run

The best way to handle a state or local tax controversy is to build a strong foundation of pre-controversy preparation.
Real estate equilty raising

Real estate equilty raising

Middle market funds can bring in more equity by offering more favorable terms to LPs, but may be better off with investors they trust.
Expansion of the Employee Retention Tax Credit

Expansion of the Employee Retention Tax Credit

The Consolidated Appropriations Act, 2021 made significant changes to the Employee Retention Tax Credit by extending relief to a greater number of employers and increasing the overall tax benefit. In this video, we will provide an overview of the changes and how they apply for the 2020 and 2021 tax years.
Court holds fuel mixture credit must first offset excise tax liability

Court holds fuel mixture credit must first offset excise tax liability

Tennessee district court holds credit against fuel excise taxes, reduces excise tax liability and must be deducted from production costs.
The Real Economy: Volume 74

The Real Economy: Volume 74

We explore strategic investing, growth, aid, Biden’s tax plan, OPEC’s impact, and health care and life sciences deal flow.
Biden outlines next round of fiscal aid

Biden outlines next round of fiscal aid

The ambitious plan addresses the public health crisis, pandemic economy damage and the rollout of a national vaccination program.
Financial services industry outlook

Financial services industry outlook

The report explores six different sectors of the financial services industry and what to expect in the new year.
Optimism in the middle market amid expectation of change

Optimism in the middle market amid expectation of change

Report explores the expectations of senior executives at middle market businesses as the Biden administration takes over.
What You Need To Know About Form 1099-NEC

What You Need To Know About Form 1099-NEC

In 2020, the IRS introduced the Form 1099-NEC for reporting nonemployee compensation. Learn about the form 1099-NEC and how it differs from the form 1099-MISC.
What plan sponsors need to do now for the SECURE and CARES Acts

What plan sponsors need to do now for the SECURE and CARES Acts

Plan sponsor actions to incorporate the provisions of the SECURE and CARES Acts into their plan documents and plan administration.
President Biden’s tax plan

President Biden’s tax plan

Taxpayers should familiarize with Biden’s plan, remain vigilant for developments and position themselves to act at the appropriate times.