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One Big Beautiful Bill Act (OBBBA) Resource Center

The One Big Beautiful Bill Act (OBBBA) will have widespread impact for almost every taxpayer. Visit our OBBBA Resource Center regularly for continuing updates and guidance on the tax impact of this legislation to you and your industry.

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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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July 26, 2018 Tina Dzik

New Revenue Recognition Standard: Are You Ready?

Organizations that issue any type of financial statement under GAAP will need to comply with Accounting Standards Update (ASU) No. 2014-09, Revenue from Contracts with Customers, by January 1, 2019. The deadline is quickly approaching. Is your organization ready?   This standard is so far...

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July 20, 2018 John Cavalier

4 Common Misconceptions about Robotics Process Automation

One of the biggest buzz words in business right now is RPA — robotics process automation — and organizations everywhere are looking for ways to take advantage of this emerging technology. Indeed, a recent syndicated study found that the worldwide RPA market is set to exceed $5 billion by 2022. What...

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July 11, 2018 Nicki Rococi

6 Important Tax Carryforwards to Address After Divorce

A divorce often brings to light a multitude of issues — from financial to legal to emotional. While it might not be on the top of your list during the transition, complying with the IRS on your next tax return means understanding how your carryforwards may be split when your joint return becomes two...

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June 25, 2018 Lisa Loychik

What Employers May Not Know About the Timing of FICA Tax on Non-Qualified Deferred Compensation Plans

Many employers reward key executives and employees by offering non-qualified deferred compensation plans, which allow them to contribute unlimited amounts of compensation on a tax-deferred basis. This is a significant enticement for upper-tier employees, as they are generally highly compensated and...

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June 22, 2018 Hannah Prengler

Supreme Court Overturns Quill Decision, Changes Sales Tax Landscape for All Retailers

June 21, 2018, marked the end of an era for retailers not charging sales tax. The Supreme Court’s 5-4 decision in South Dakota v. Wayfair, et al. favored states when it overruled the “physical presence” standard long held in Quill Corp. v. North Dakota.  As a result states will now have more...

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