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One Big Beautiful Bill Act (OBBBA) Resource Center

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April 09, 2019 Corey McLaughlin

SEC Provides Framework to Determine Whether Digital Assets Offered in Initial Coin Offerings Are Considered U.S. Securities

April 3, 2019, marked two “firsts” for the SEC as they simultaneously released:  A framework to help determine whether a digital asset offered in an initial coin offering (ICO) constitutes a securities offering and is therefore subject to U.S. securities laws; and A no-action letter clearing...

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April 05, 2019 John Cavalier

M&A Integration Strategies: Holding Company vs. Full Integration

As noted in a prior post relating to critical steps in mastering an acquisition, a transaction’s deal thesis should drive the integration strategy. More and more companies lead with integration strategy as a way to identify targets and structure the pro forma financial models. While there are...

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April 02, 2019 Josh Lefcowitz

2 Keys to Impartially Valuing Your Company’s Hard-to-Value Assets

Determining the fair value of the assets listed on your company’s financial statements, or even a portion of them, is not an easy task. It often leads to ethical dilemmas because of the significant professional judgment required. This is particularly true when valuing investments that are not...

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March 27, 2019 John Cavalier

How Your Organization Can Optimize Its Procurement Process in the Digital Era

Many organizations, particularly in the purchasing department, find it difficult to clearly see, manage and optimize spend across the organization due to decentralized procurement processes, disparate systems and fragmented data.   But there’s good news. The growing trend of building integrated...

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March 26, 2019 Marie Brilmyer

FASB Updates Definition of Collections in ASU 2019-03

On March 21, 2019, the FASB issued Accounting Standards Update (ASU) 2019-03, Not-for-Profit Entities (Topic 958): Updating the Definition of Collections. This ASU specifically addresses the use of proceeds from sales of collections and related disclosures. Collections include groupings of art,...

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March 25, 2019

Historic Tax Credit is Alive and Well

Prior to the passage of the Tax Cuts and Jobs Act (TCJA) in late 2017, the future of the Historic Tax Credit (HTC) for rehabilitating historic buildings was questionable. The HTC — also known as the federal rehabilitation credit — survived and remains a valuable tool for developers, though it’s...

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March 22, 2019 John Cavalier

2 Ways Your Professional Services Business Can Benefit from Robotic Process Automation

Often, a discussion about robotic process automation (RPA) brings to mind images of robots on a manufacturing line or a Sci-Fi-style android. This makes the demo of an actual RPA “bot” a little anticlimactic. Where are the robots?   RPA automation actually comes in the form of virtual software...

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March 20, 2019 Jay Laurila

Treasury Reverses Position on Qualifying Income for RICs Invested in Certain Foreign Corporations

The Department of Treasury and the IRS have issued final regulations related to Regulated Investment Company (RIC) qualification testing for RICs invested in foreign corporations treated for U.S. federal income tax purposes as controlled foreign corporations (CFCs) or passive foreign investment...

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March 19, 2019 Matt Rager

The Intersection of Cryptocurrencies and Individual Taxation – Part I

While cryptocurrencies have become a popular investment vehicle, there is still much ambiguity regarding how to treat the emerging asset class for tax purposes. Taxation of cryptocurrencies is complicated at any level, be it partnership, corporation or other. However, it's also important to...

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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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