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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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May 02, 2018 Corey McLaughlin

Understanding Cryptocurrencies and Their Place in Our World

Although they’ve been around since 2008, cryptocurrencies continue to draw fascination from every corner of the globe, making their way into TV news reports, investor meetings and even cocktail party conversations. But what are they? How do they work? And do they represent the future of a digital,...

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April 26, 2018

Deficiency Dividends Offer Potential Remedy for Regulated Investment Companies

Regulated Investment Companies (RICs) are taxed as corporations, where the entity-level corporate income tax is typically eliminated by applying the dividends paid deduction (DPD) allowed via Internal Revenue Code (IRC) Section 561.   At a basic level, as long as a RIC distributes to shareholders...

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April 25, 2018

The Tricky Business of Classifying Income from Land Rents on Your Tax Return

Classifying and reporting income and losses related to a land rent, such as a flat-surface parking lot, can be more difficult than you might think. Many complexities of the tax law come into play and will depend on your specific situation, namely on if you operate the parking lot as a business or if...

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April 24, 2018 Marie Brilmyer

Responsible for a School Club? How to Account for It Properly

School clubs can come in various forms, such as booster, parents or sports clubs, and are generally comprised of both students and adults trying to raise funds to support a specific school function. But being in charge of or even working in the business office of a club at your local school comes...

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March 09, 2018 John Cavalier

Robotic Process and Intelligent Automation: How They Are Changing the Workplace As We Know It

Process automation is nothing new. Business leaders have sought out opportunities to achieve greater operating efficiencies since the beginning of the industrial revolution. Robots are hardly new either. For years we’ve seen them transform the manufacturing floor through the automation of manual and...

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February 27, 2018 Laura Sefcik

How the Residence of Your Trust Impacts Your Taxes

In which state your trust “lives” — including your grantor, trustee, administration and even perhaps your beneficiary — will determine how the trust will be taxed. Residency status also helps identify what planning opportunities may be available to minimize the tax.  Residency Factors Each...

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December 19, 2017 Deb Elfers

Employment Tax Considerations for Individuals with Household Employees

If you have a household, or domestic, employee then you may have employment tax obligations to fulfill as an employer. While some household employees may seem obvious, others may not. To stay compliant, it’s important to first understand the definition of each and then which IRS, state and local...

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December 12, 2017

How Mid-market CIOs Can Become Pioneers of Innovation

Across industries and markets, organizations rely heavily on their Chief Information Officers (CIOs) and information technology (IT) departments to provide technology and services that support business operations. In the mid-market, CIOs and IT leaders face many of the same demands as larger...

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December 08, 2017 Jay Laurila

CBOE and CME to List Bitcoin Futures; Creates Tax Considerations for RICs

On December 1, 2017, the Commodity Futures Trading Commission announced its agreement to allow CBOE Global Markets, Inc. and CME Group, Inc. to list bitcoin futures contracts on their exchanges. The futures contracts, the first to be listed on traditional U.S. regulated exchanges, are expected to...

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December 05, 2017 Robert Velotta

Why Mutual Funds Pay December Dividends: An Introduction to Excise Taxation

As year-end approaches, many mutual fund investors understand that their investments in mutual funds may generate dividend income, both ordinary and capital gains, in November or December. However, particularly for new investors and fund managers, below is an overview that provides an understanding...

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