CA Implements Wayfair Sales Tax Decision
Another important deadline will make an entrance in April next year. Effective April 1, 2019, the…
Read this Insight...Court Overturns Physical Presence Standard in Sales Tax Decision
With the surge of online shopping dominating the retail space, a recent U.S. Supreme Court 5-4…
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Update: Tax Reform Moving Through Congress
In last month’s newsletter, we gave a brief overview of the Trump administration’s tax reform proposal,…
Read this Insight...Safe Harbor Benefits Restaurant and Retail Industry
There has been a lot of discussion surrounding Tangible Property Regulations—from implementing the new regulations to…
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Tax Deadline Reminder: FBARs Due by June 30
The deadline is fast approaching for certain taxpayers to report accounts they hold in foreign banks…
Read this Insight...Reduced Restrictions on In-Plan Roth Rollovers
Among the changes and extensions in the recently enacted American Taxpayer Relief Act of 2012 (“Act”),…
Read this Insight...Three Strategies That Add Flexibility to Your Estate Plan
In recent years, estate planning has been complicated by uncertainty over the future of the federal…
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IRS Announces 2022 Limits for Retirement Plans
The IRS has announced the new retirement plan numbers for 2022.Retirement limits for 401(k) and similar ...
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What Papers do You Need to Save?
Sometimes it feels good to get rid of clutter, especially this time of year when the ...
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Tax Policy Update: How the Build Back Better Act Affects Individuals
RECORDED WEBCAST  | December 16, 2021 Download webcast slides The Senate Finance Committee’s release this past ...
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DOL Reveals Key Change for Tipped Workers
Employees in occupations where gratuities are common, such as restaurant waitstaff, have long fallen into a ...
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IRS Clarifies Temporary Deductibility of Per Diem Meal Expenses
The IRS has issued Notice 2021-63, clarifying previous guidance issued under Notice 2021-25 pertaining to the ...
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Section 174 Research Deduction Changes for 2022
Have you been deducting your R&D expenses as they occur? Starting in the new year, that ...
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Year-End Tax Planning for Individuals
As we near the end of another turbulent year, it’s time to discuss the steps you ...
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Year-End Tax Planning for Businesses
2021 brought a wave of new tax changes for businesses, and 2022 could bring yet another ...
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SAS 136: Preparation before year end
As previously communicated, Statement on Auditing Standards (SAS) 136, Forming an Opinion and Reporting on Financial ...
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On Your Mark, Small Businesses: Get Set to Reserve the 2021 Main Street Hiring Credit
The Main Street Hiring Credit has been reenacted for 2021, bringing financial relief to small businesses ...
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What To Know About the New Lease Accounting Standard
Every day that passes marks less time for private companies to get ready for ASC 842, ...
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Credit for Other Dependents: A CTC Alternative
The IRS is reminding families about the Credit for Other Dependents, a tax credit available to taxpayers for ...
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