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August 20, 2019 Steve Guarini

SOC Compliance & Reporting: A Security Blanket for Your Customers

Have you personally ever listened to a song and immediately felt warm and safe, like being wrapped in a blanket? Business owners often seek that same feeling of assurance and comfort about the “safety” of a potential business partner, especially in today’s environment of Big Data and cybersecurity...

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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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June 26, 2019

Rental Real Estate Owners Could Qualify for TCJA’s Section 199A Deduction

The Tax Cuts and Jobs Act (TCJA) created a significant new tax deduction for qualified business income (QBI) for so-called “pass-through” entities for 2018 through 2025. But it also created uncertainty about whether owners of rental real estate were eligible for the deduction. Recent IRS guidance...

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June 24, 2019 Hannah Prengler

Oregon Corporate Activity Tax Set to Go Into Effect 2020

With the passage of House Bill 3427 on May 16, 2019, Oregon is expected to implement a corporate gross receipts tax — or commercial activity tax (CAT) — that will apply to all individuals doing business in Oregon. Set up to fund education, the program will not affect exempt entities, such as 501(c)...

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June 21, 2019 Hannah Prengler

Significant Changes on Horizon for Illinois State Tax

Public Act 101-0009 and several corresponding bills have made numerous tax law changes for individuals and businesses doing business in Illinois. Some of the most impactful changes include: The creation of a tax amnesty program Phase-out of the replacement tax Tax Cuts and Jobs Act (TCJA)...

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June 20, 2019

New Jersey Adds Combined Filing Rule, Increases Tax Rates and Alters Factor Sourcing Rules

New Jersey has made a number of significant changes to their tax law. Importantly, upon passing Assembly Bill A4202 last July, the state of New Jersey will soon require a combined taxpayer group to file one singular state return. The new filing requirement begins for tax years ending on or after...

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June 18, 2019

Courts Confirm Foreign Partner Gain from Disposition of a U.S. Partnership Doesn’t Mean U.S. Tax Liabilities

The window for non-U.S., or foreign, investors to claim they are not subject to U.S. tax on gains stemming from the disposition of an interest in a U.S. partnership remains open. On June 11, 2019, the D.C. Court of Appeals ruled in favor of the taxpayer in Grecian Magnesite Mining Industrial &...

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June 13, 2019 Josh Lefcowitz

M&A Essentials: Elements of Value — Enhancers and Detractors

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 focus on the key elements of value and ways to enhance and detract...

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June 10, 2019

IRS Issues Guidance on Tax Deductions Available for Company Vehicles Used in 2019

If you own or lease your vehicle for business purposes, the IRS allows you to write off some of the cost of the vehicle via depreciation or lease expense. For the 2019 tax year, the IRS has updated the inflation-adjusted “luxury automobile” limits on certain deductions taxpayers can take for...

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June 07, 2019 John Cavalier

Using Centers of Excellence to Change the Game

Many organizations have already figured out the benefits shared service centers — the unit within a company responsible for certain operational tasks, such as accounting, human resources, payroll, IT, legal, compliance, purchasing, etc. — can deliver to the business. To varying degrees,...

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June 06, 2019 Marie Brilmyer

FASB Issues ASU Simplifying Goodwill and Intangible Reporting for Not-for-Profits

On May 29, 2019, the FASB issued Accounting Standards Update (ASU) 2019-06, extending two private company reporting alternatives to not-for-profit entities with regard to goodwill and intangible assets. Effective immediately, this ASU will help reduce not-for-profits’ costs for accounting in these...

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