SAS 136 includes requirements to communicate reportable findings identified as a result of testing relevant plan provisions.
Uncertainty about significant tax changes proposed in the Build Back Better bill require attention and action from taxpayers.
An effective family office requires the right mix of internal and external capabilities to balance best-in-cost with best-in-class.
Senate Finance Committee Build Back Better language largely leaves House Bill unchanged. SALT language omitted as well as billionaires’ tax.
Employers need to react quickly to the new guidance to pay in amounts as if they were incurred on Dec. 31, 2021.
Bipartisan infrastructure bill passes House with bipartisan vote. President Biden expected to sign by end of next week.
After intense negotiations, some provisions were eliminated while others were rewritten in an effort to appease all Democratic members.
Proposed Excess Business Loss limits could hurt real estate pro’s, others with active losses, including cash losses.
One of the most common issues overlooked by employers relates to the special timing rule in section 3121(v)(2).
Family offices affected by income and transfer tax increases on individuals, estates and trusts proposed by House Ways and Means Committee.
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 issues its discussion draft amendment with revenue items to offset $3.5 trillion spending package.
Senator Wyden’s recent ‘discussion draft’ legislation, if enacted, would drastically alter many of the tax rules that apply to partnerships.
The life cycle of a successful family office begins with family objectives, investments, technology systems and more.
Companies that have taken care of their workers, embraced technology and adjusted to a rapidly evolving marketplace have been rewarded.
A discussion on the IRS concern with non-filers and what can be done to mitigate the risk is provided in this article.