![SAS 136: The communication of reportable findings](https://insights.pughcpas.com/wp-content/uploads/2022/03/Pugh-FeatureImage-Two-colleagues-talking-895-300x170.jpg)
SAS 136 includes requirements to communicate reportable findings identified as a result of testing relevant plan provisions.
![Navigating the uncertain fates of Build Back Better and key tax issues](https://insights.pughcpas.com/wp-content/uploads/2022/02/Pugh-RSM-Image-tax_policy_now_navigating_build_back_better_social-300x157.jpg)
Uncertainty about significant tax changes proposed in the Build Back Better bill require attention and action from taxpayers.
![Family office dream team](https://insights.pughcpas.com/wp-content/uploads/2022/02/Pugh-FeatureImage-Two-colleagues-talking-188-300x170.jpg)
An effective family office requires the right mix of internal and external capabilities to balance best-in-cost with best-in-class.
![Senate Finance releases Build Back Better text](https://insights.pughcpas.com/wp-content/uploads/2021/12/Pugh-FeatureImage-US-Capitol-Building-3-292-300x170.jpg)
Senate Finance Committee Build Back Better language largely leaves House Bill unchanged. SALT language omitted as well as billionaires' tax.
![IRS releases guidance on Q4 removal of employee retention credit](https://insights.pughcpas.com/wp-content/uploads/2021/12/Pugh-FeatureImage-Workers-and-boxes-725-300x170.jpg)
Employers need to react quickly to the new guidance to pay in amounts as if they were incurred on Dec. 31, 2021.
![House passes infrastructure legislation; sends bill to President Biden](https://insights.pughcpas.com/wp-content/uploads/2021/11/Pugh-FeatureImage-US-Capitol-Building-3-724-300x170.jpg)
Bipartisan infrastructure bill passes House with bipartisan vote. President Biden expected to sign by end of next week.
![President Biden signs American Rescue Plan Act of 2021](https://insights.pughcpas.com/wp-content/uploads/2021/03/Pugh-Feature-Image-US-Capitol-Building-2-909-300x169.jpg)
$1.9 trillion COVID-19 relief plan with broad individual relief and new coronavirus-related funding enacted into law.
![House Bill limits losses of real estate pro’s and other active losses](https://insights.pughcpas.com/wp-content/uploads/2021/10/Pugh-FeatureImage-Office-Building-with-sun-glare2-814-300x170.jpg)
Proposed Excess Business Loss limits could hurt real estate pro’s, others with active losses, including cash losses.
![Build Back Better Act – What is in and what is out?](https://insights.pughcpas.com/wp-content/uploads/2021/11/Pugh-FeatureImage-US-Capitol-Building-2-11-300x169.jpg)
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](https://insights.pughcpas.com/wp-content/uploads/2021/10/Pugh-FeatureImage-Two-colleagues-talking-980-300x170.jpg)
One of the most common issues overlooked by employers relates to the special timing rule in section 3121(v)(2).
![Family offices and tax changes: Considerations from the House proposal](https://insights.pughcpas.com/wp-content/uploads/2021/10/Pugh-FeatureImage-Office-Building-6-182-300x170.jpg)
Family offices affected by income and transfer tax increases on individuals, estates and trusts proposed by House Ways and Means Committee.
![House proposed changes – What should wealthy individuals consider?](https://insights.pughcpas.com/wp-content/uploads/2021/09/Pugh-FeatureImage-US-Capitol-Building-533-300x170.jpg)
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](https://insights.pughcpas.com/wp-content/uploads/2021/09/Pugh-FeatureImage-US-Capitol-Building-5-489-300x169.jpg)
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](https://insights.pughcpas.com/wp-content/uploads/2021/09/Pugh-FeatureImage-US-Capitol-Building-2-775-300x169.jpg)
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](https://insights.pughcpas.com/wp-content/uploads/2021/08/Pugh-FeatureImage-Team-meeting-in-office-597-300x170.jpg)
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](https://insights.pughcpas.com/wp-content/uploads/2021/08/Pugh-FeatureImage-Printing-facility-888-300x170.jpg)
Companies that have taken care of their workers, embraced technology and adjusted to a rapidly evolving marketplace have been rewarded.