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August 08, 2019

AICPA Addresses Top Tax Cuts and Jobs Act Issues and More in August Tax Clinic

As always, there is a lot going on in the tax world that impacts businesses and their owners, this year in particular due to the Tax Cuts and Jobs Act. It was my privilege to again serve as editor of the AICPA’s Tax Adviser August Tax Clinic, a special section in the professional journal that brings...

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August 02, 2019 Cynthia Pedersen

IRS Issues 3 Types of Education Letters on Virtual Currency Underreporting

Information Release 2019-132, issued on July 26, 2019, advises virtual currency owners to expect a letter providing information on how to pay back taxes through filing amended returns. Virtual currency investors were identified through ongoing enforcement actions, including the summons on the...

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July 30, 2019

The 2 Most Common Cybersecurity Attacks Your Not-for-Profit Will Want to Avoid

Cybersecurity threats, data breaches and email fraud have become part of the daily headlines, impacting businesses and organizations of all sizes and from all industries. During 2018, an estimated 5 billion records were breached world-wide, costing companies an average of $3.86 million per breach....

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July 26, 2019 John Cavalier

Beyond the Initial Pilot: Quick Wins to Increase the Value of Your RPA Programs

So, you have piloted a robotic process automation (RPA) program and like what you’ve seen so far. Now what? Beyond simply deploying additional automations (the selection and management of which could be a discussion all its own), how can the RPA platform be extended to enhance value? As powerful as...

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July 25, 2019 Jim Lisy

M&A Essentials: 3 Key Considerations When Preparing to Sell

In this installment of our “M&A Essentials” series — offering a fundamental understanding of the concepts, issues and processes every business owner should be familiar with when considering and conducting the sale of a business — we talk about key areas to address when preparing a company for...

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July 24, 2019 Hannah Prengler

Governor Mike DeWine Signs 2020-2021 Ohio Budget With Several Significant Tax Changes – What To Look For

On Thursday, July 18, 2019, Governor Mike DeWine signed Am. Sub. House Bill 166 into law, which brought to close a longer than expected budgeting process. Below is a summary of the more significant changes that will impact Ohio taxpayers. 1. Individual Income Tax Reductions Ohio income tax has...

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July 23, 2019 Lisa Loychik

Does an Internal Rate of Return Waterfall Make Sense for Your Development Project?

The internal rate of return (IRR) waterfall arrangement has gained popularity in recent years as a way to shift risk from equity investors, while rewarding developers for strong results. But no one should enter into such an arrangement without a firm grasp of how it works. How Profits Are Handled...

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July 12, 2019 Hannah Prengler

Connecticut Passes House Bill Enacting Changes for Income, Business Entity and Sales Tax

H.B. 7424, signed by Governor Lamont on June 26, 2019, has made numerous tax law changes for those doing business in Connecticut. Key changes relate to the: Reduction of the pass-through entity tax credit, Extension of the 10% corporate surcharge and phase out of the capital stock...

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July 09, 2019 Lindsay Selick

9 Notable Changes to Final 2020 Global Investment Performance Standards (GIPS)

After months of reviewing and considering thousands of comments on the exposure draft of the 2020 Global Investment Performance Standards (GIPS®) for firms, asset owners and verifiers, the final standards are here. The GIPS technical and executive committees released the final guidance on June 28,...

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July 02, 2019

Growing Your Business: Pros and Cons of Buy vs. Build

Scaling a business isn’t easy whether you’re the founder, who “raised” the business from a fledgling entrepreneurial operation to an established company looking for growth opportunities, or the CEO charged with taking the company to the next level. Regardless of how you got here, the fact that you...

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