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One Big Beautiful Bill Act (OBBBA) Resource Center

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March 15, 2019 Dave Sobochan

Second Round of Proposed Qualified Opportunity Zone Regulations Under Review

Significantly behind the originally published timeframe, the second round of proposed regulations related to the Qualified Opportunity Zone program is currently under review at the Office of Information and Regulatory Affairs.   The following issues still need to be addressed:  The meaning...

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March 12, 2019 Lisa Loychik

How the Complex Aggregation Rules Could Impact Small Businesses and the New Business Interest Expense Limitation

There is an abundance of information surrounding the aggregation rules to determine whether or not a company is part of a controlled group, such as a parent-subsidiary group, brother-sister group or a combined group. The rules apply not only to corporations but also to partnerships and other forms...

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March 11, 2019

IRS Provides Penalty Relief for Partnerships Regarding Negative Tax Basis Capital Reporting

A new IRS requirement slated for tax years beginning in 2018 requires partnerships to track and report negative tax basis capital, as defined by the IRS, to its partners and the IRS — or face penalties. However, on March 7, 2019, the IRS issued Notice 2019-20, stating a partnership will not be...

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March 06, 2019 Aly Cottam

Does Liquidation Basis of Accounting Apply to Investment Companies (and How)?

Liquidation basis of accounting is generally applicable to both private and public companies when liquidation is “imminent.” Investment companies regulated under the Investment Company Act of 1940 are specifically exempt, as they cannot legally change the way they measure their net asset value....

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March 05, 2019

AICPA to Make Private Company Auditing Standards More Similar to Public Company Standards

The AICPA’s Auditing Standards Board (ASB) is taking steps to enhance the consistency of financial reporting between public and private companies. A new omnibus auditing standard will cover standards on related parties, communications with audit committees, and consideration of fraud in a financial...

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February 28, 2019 Karen Raghanti

6 Ohio Tax Law Changes That Could Impact Your 2018-2019 Tax Returns

There have been many changes in Ohio tax law that may affect your 2018-2019 Ohio and local business and personal taxes. Below is a brief summary of the items taxpayers should consider. 1. Ohio Municipal Centralization Centralized filing started in 2018. Business taxpayers filing multiple local...

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February 27, 2019 Tina Dzik

7 Lessons Learned from Implementing the New Revenue Recognition Standard

Effective January 1, 2019, private companies are required to comply with Accounting Standards Update (ASU) No. 2014-09, Revenue from Contracts with Customers. The new standard results in a five-step process to follow when recording revenue: Identify the contract Identify separate performance...

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February 27, 2019

IRS Compliance Campaign Focuses on Land Developers Using Completed Contract Accounting Method

The IRS Large Business and International (LB&I) Division is currently pursuing a “compliance campaign” against large land developers of residential communities for improper use of the more taxpayer-friendly completed contract method (CCM) of accounting. The IRS believes some developers are deferring...

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February 26, 2019

3 Critical “How-To’s” for Not-for-Profits Filing Their 990s

Each year, every not-for-profit organization is required to file either a 990, 990-EZ or 990-N tax form with the IRS. Regardless of which form your organization files, the various questions and required schedules often generate confusion in three primary areas:  Recording noncash donation...

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February 25, 2019

The Tax Deductions 7 States Offer for 529 Education Savings Plans

The 529 education savings plan is often a great way to help children or other beneficiaries pay for educational expenses. And thanks to the Tax Cuts and Jobs Act, some of the expenses covered now include those beginning as early as kindergarten.   >> Learn more about how 529 plans work in...

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February 21, 2019 Phil Ryan

How the New Lease Standard May Impact EBITDA and Your Company’s Purchase Price

There’s been much talk surrounding the new leasing standard that has already taken effect for publicly traded companies and looms over privately held companies for periods beginning after December 15, 2019. One of the most anticipated standards the Financial Accounting Standards Board (FASB) has...

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February 19, 2019

Understanding the “Gift” of a 529 Education Savings Plan

Up until the Tax Cuts and Jobs Act passed in 2017, many taxpayers used 529 education savings plans as a tax-free way to save for their children’s or other beneficiaries’ college education. However, beginning January 1, 2018, those funds can be used for any qualified educational expenses, including...

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February 11, 2019 Andreana Shengelya

The Future of the Qualified Business Income Deduction for RICs with Income from Publicly Traded Partnerships

The Treasury Department recently issued proposed regulations that address the flow through of qualified business income to shareholders of Regulated Investment Companies (RICs) for purposes of Section 199A. This section of the Tax Cuts and Jobs Act (TCJA) allows for up to a 20% deduction on...

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February 01, 2019 Hannah Prengler

Wisconsin Adds Pass-Through Entity Tax as Workaround to State and Local Deduction Cap

Since the enactment of the Tax Cuts and Jobs Act (TCJA), states have been modifying their tax structures to assist resident individuals who are now subject to a $10,000 cap on deducting state and local taxes at the federal level. The limitation only applies to individuals and does not apply to...

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January 31, 2019 Pargat Singh

4 Steps to Understanding the Impact of the “Parking Tax” on Tax-Exempt Organizations

Tax reform’s new rule that employers can no longer deduct parking expenses for employees impacts both tax-paying and tax-exempt organizations — and represents a big change for everyone. Accordingly, the IRS recently released interim guidance in Notice 2018-99, aimed at helping employers determine...

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January 30, 2019 Robert Velotta

Proposed Regs Allow RICs to Pass REIT Income to Shareholders and Take Advantage of 20% Deduction

On January 18, 2019, the Treasury Department issued proposed regulation Section 1.199A-3 related to qualified business income, qualified Real Estate Investment Trust (REIT) dividends and qualified Publicly Traded Partnership (PTP) income. These regulations specifically address the flow through of...

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January 25, 2019

IRS Finalizes Qualified Business Income Deduction Regs & Provides Guidance

The Tax Cuts and Jobs Act (TCJA) included a favorable deduction for businesses that operate as pass-through entities, with income that is “passed through” to owners and taxed as individual income. The IRS issued proposed regulations for the qualified business income deduction (QBID), or Section 199A...

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January 22, 2019

How the New Lease Accounting Rules Will Impact Lessors

The Financial Accounting Standards Board’s (FASB’s) new standard for accounting for leases is poised to take effect for public companies and certain other entities for periods beginning after December 15, 2018. Although early adoption is permitted, other organizations that follow U.S. Generally...

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January 21, 2019 Jeffrey McMichael

Industrial Facilities Exemption Offers Michigan Manufacturers Property Tax Savings

Are you thinking about renovating or expanding your aging Michigan manufacturing facility? Are you considering building a new facility or going high tech? If so, obtaining a Michigan Industrial Facilities Exemption Certificate (IFEC) could save you a significant amount on property taxes.  What is...

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January 15, 2019 Vince Curttright

12 Ways to Make Your Audit Run More Smoothly This Year

If your company has gone through an audit or review before, you know the result is a critical report that will be used throughout the year to communicate with investors, lenders and other key users of your financial statements. You also know the audit process isn’t always simple and...

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