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November 19, 2018

ASU 2018-17: A Private Company Accounting Alternative for Variable Interest Entities Under Common Control

Businesses have been intensely focused on dealing with additional regulation surrounding variable interest entities (VIEs) since the fallout from Enron and other accounting scandals. For nonpublic companies, this has meant working through complex accounting rules to determine whether or not certain...

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November 12, 2018 Hannah Prengler

6 Things You Need to Know About Wayfair and Its Impact on Your Sales Tax Obligations

The Supreme Court’s landmark decision in South Dakota v. Wayfair, et al. on June 21, 2018, spoke for the states when it overruled the “physical presence” standard long held in Quill Corp. v. North Dakota — changing the game for sales tax collection.   The decision stands to affect all types of...

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November 12, 2018 Brian Fiedler

How ASU 2016-14 Changes Underwater Endowment Reporting

While many not-for-profits may consider it a luxury to have an endowment, the accounting aspects of dealing with one can be burdensome, particularly when it’s “underwater.” And while Accounting Standards Update (ASU) 2016-14, effective for fiscal years beginning after December 15, 2017, will help...

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October 23, 2018 Laura Sefcik

How a QPRT Can Protect Your Residence

The passing of the Tax Cuts and Jobs Act (TCJA) brought about significant changes to the estate planning arena, doubling the lifetime exemption through December 31, 2025. While fewer taxpayers will find themselves with taxable estates over the next eight years, asset protection via a trust —...

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October 04, 2018 Lisa Metzinger

5 Best Practices to Help Real Estate Project Owners Stay HUD-Compliant

The U.S. Department of Housing and Urban Development (HUD) sponsors a broad range of programs designed to revitalize urban neighborhoods, stimulate housing construction, encourage home ownership opportunities, and provide safe and affordable housing primarily for low-income families.   HUD...

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October 03, 2018 Michael Boncher

How Your Pension Elections Can Lead to Important Tax Consequences During Insolvency Testing

When a debtor is in financial stress, creditors often forgive or cancel all or a portion of the debt. When that happens, U.S. tax law generally requires the debtor to include the cancelled debt in gross income so it can be taxed. Including the cancelled debt in taxable income presents an obvious...

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September 17, 2018 Brian Fiedler

ASU No. 2018-08 Clarifies the Difference Between Contributions and Exchange Transactions

As a nonprofit, when your organization receives funds through grants and similar contracts, you must characterize the transaction as an exchange transaction or a contribution for financial reporting purposes. Historically, many nonprofits have found it difficult to make this determination, which has...

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August 29, 2018

Why (and How) S Corporation Investors Should Calculate Their Basis Annually

The basis, or net investment, in a shareholder’s S Corporation stock begins the day the shareholder purchases stock and continually changes throughout the year based on the company’s operations. Such constant activity creates the need for shareholders to recalculate their basis annually to help...

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August 24, 2018 Alane Boffa

IRS Proposed Regs on Pass-Through Entity Deduction Offers Guidance for Trusts and Estates

Section 199A of the Tax Cuts and Jobs Act (TCJA) allows up to a 20 percent deduction on qualified pass-through business income to all noncorporate taxpayers — including trusts and estates. The IRS recently issued guidance clarifying many provisions within the new code section. Particularly, Proposed...

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August 08, 2018 Jami Blake

Don’t Underestimate the New Leases Standard: How To Be Ready

For many years, organizations have been anticipating the implementation dates of two significant and far-reaching accounting standards: revenue recognition and leases. Many have understandably prioritized the implementation of the new revenue recognition standard, with all companies needing to...

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