News & Resources

Archives: January 2015

If you're like many Americans, you may not start thinking about filing your tax return until the April 15 deadline is just a few weeks - or perhaps even just a few days - away.  But there's another date you…

An annual estate plan checkup is critical to the health of your estate plan. Because various exclusion, exemption and deduction amounts are adjusted for inflation, they can change from year to year, impacting your plan:   2014 2015 Lifetime gift…

990 Changes The 2014 990 instructions have been updated to clarify that compensation earned or accrued in the current year should be included in Reportable Compensation,  if deferred no more than 2½ months after year-end.

The Tax Increase Prevention Act of 2014 (TIPA) extended through Dec. 31, 2014, a wide variety of tax breaks, including many tax credits — which are particularly valuable because they reduce taxes dollar-for-dollar. Here are three credits that businesses may…

Plan management is responsible for establishing internal controls over financial reporting, including proper valuation and appropriate presentation in conformity with U.S. generally accepted accounting principles (GAAP). Hard to value assets have recently been identified as an area of focus by…

On Dec. 19, the president signed into law the Tax Increase Prevention Act of 2014 (TIPA), which extended through Dec. 31, 2014, many valuable tax breaks that had expired at the end of 2013. Here are three that individuals may…

This is our annual information brief that is primarily intended to address payroll tax matters and information reporting requirements.  We will not address corporate inversions, sales tax nor detail the provisions of the Affordable Care Act beyond the basic reporting…

Archives