Search Results

Learn how to navigate and choose the right type of audit (SOC, SOC 2, HITRUST, ISO) for your organization with our comprehensive guide. Criteria, requirements assessments, and more. 

Discover how organizations are leveraging outsourced IT services to cut costs and boost efficiency. Learn about the benefits of enhanced workflows, increased efficiency, and access to experienced IT professionals.

Considering a 401(k) loan? Learn about the benefits, including competitive interest rates, convenient repayment, and a simplified process. Understand loan limits, potential impacts on retirement savings, and the difference between loans and distributions.

New 2023 Form 5500 compliance question requires Opinion Letter details for prototype plans. Learn why these letters matter, IRS enforcement, and how to avoid costly penalties.

Get a detailed overview of the Senate's new tax legislation (June 16, 2025), highlighting key differences from the House bill. Understand proposed changes to individual, business, international, and energy tax provisions.

Discover how Managed IT Services streamline tax and accounting operations. Enhance your data security, optimize your IT infrastructure, and boost your organization's efficiency through managed IT solutions.

Preserve your family's real estate legacy. Learn how proactive planning, transparent finances, clear policies, and professional guidance can help navigate complex dynamics and build lasting generational wealth.

Streamline real estate investing by overcoming fragmented service providers. Discover how an integrated model for property accounting, tax, and fund administration enhances efficiency, reduces costs, and provides a complete financial picture for strategic growth.

This article gives an overview of President Biden’s 2022 Discretionary Funding Request, which includes $769 billion for non-defense discretionary spending, a 16% increase over amounts enacted for FY 2021. The request is intended to get non-defense discretionary back to its 30-year historical average of approximately 3.3% of GDP.

Gain insights into the recent Private Letter Ruling (PLR) 202114002 and its impact on capital gains tax exemptions for startup companies and small businesses as well as the eligibility criteria and implications for investors.

The Consolidated Appropriations Act, 2021 allowed businesses that received PPP funds to still qualify for the ERC. This article outlines the benefits available to eligible employers as well as the interplay between the ERC and the PPP.

This article features a recap of the recent Tax Court decision under which San Jose Wellness must pay tax deficiencies plus penalties of approximately $4.2 million on business deductions improperly claimed.

Effective March 14, 2021, Maryland has imposed a sales tax on the sale of digital products and digital codes.

An itemized look at President Biden’s $1.8 trillion American Families Plan, a ten-year plan of increased federal government support of education, child care, paid leave, nutrition and families.

The IRS, in Notice 2021-21, has formalized a previous release extending the federal income tax filing due date for individuals for the 2020 tax year to May 17, 2021. This article also highlights additional details of the tax filing extension.

Credit card reward programs have gained in popularity over the years. Do the rewards earned constitute taxable income?

An overview of the Biden Administration’s $2.25 trillion infrastructure proposal.

Treasury and the IRS and Treasury issued final regulations under IRC Sec. 1061 (“Partnership Interests Held in Connection with Performance of Services”), which was added to the Internal Revenue Code by the 2017 Tax Cuts and Jobs Act. ”).

The CTA, enacted as part of the National Defense Authorization Act, will require reporting companies to identify with the Financial Crimes Enforcement Network of the Department of the Treasury all “beneficial owners” and “applicants.”

Ron Wyden (D-OR) and Sheldon Whitehouse (D-RI) introduced the "Ending the Carried Interest Loophole Act" (the "Bill" or the "Proposal"), aimed at changing the tax treatment of carried interests