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How the sale of stock in an S corporation will affect net investment income. How do you determine the amount to be included in net investment income if the shareholder materially participates? more on the net investment income tax and the sale of S Corporation stock.

After reviewing the steps to a check-up, we hope your defined contribution plan is healthy and well. However, if not, do not get discouraged; even the best designed plans sometimes get the sniffles.

Our Healthcare Services team monitors regulations and updates from the Centers for Medicare and Medicaid Services and healthcare reform. Our 2014 Healthcare Regulatory Update includes Marketplace Challenges, Healthcare Reform, Ambulatory Services, Hospital Services and Compliance issues.

Healthcare overview of ICD-10 implementation and the Office of Inspector General Work Plan are included to assist healthcare professionals in strategic planning. ICD-10 Implementation, the 2013 OIG Work Plan and 2014 CPT Code Changes. Are you ready for ICD-10-CM and ICD-10-PCS?

The Affordable Care Act has placed requirements on employers and insurance providers for filing new informational form with the IRS and health plan participants. Failure to file these forms or filing them with significant errors could expose your business to onerous penalties.

Learn more about our HITRUST Vendor Management Checklist for Large Enterprises including key areas such as data breach risk.

Learn more about how long the HITRUST certification process may take and how we can help the process move forward.

Learn more about the HITRUST certification process and how the MYCSF tool helps you manage it.

Learn more about the key HITRUST features and if it's right for your company to take on this assessment.

Learn more about the HITRUST certification process and if it's the best option for your company to use.

ARPA has appropriated $28.6 billion to the Restaurant Revitalization Fund. This article features a look at how fund will provide support to eligible restaurants, bars, and other similar places of business, as well as seven points to ease the application process.

A look at the top ten issues impacting the insurance industry as we head further into 2022.

A conversation with Brad Roeber, Executive Director of the California Insurance Guarantee Association, who shared his outlook for CIGA’s Board of Governors, emphasizing the importance of strategic planning for the board’s future.

This article features knowledge pertinent to the IRS 2022 discount factors as well as links to calculators for insurance companies.

To survive as an industry, insurers need to continually work to clear away the misconceptions that have plagued us, do a better job communicating the concept of insurance being for the greater good, and learn how to connect with our customer bases.

Insurers are increasingly using policy discounts to coax policyholders into desirable behaviors. The carrot approach has morphed into the carrot and stick approach, where those who do not adopt the desired behavior are penalized with a higher premium.

Dates for when provisions of FATCA become fully effective. FATCA compliance and the types of foreign entities need to be FATCA compliant as well as the IRS registration process. Michael Laveman in financial services provides audit, tax and advisory services to hedge funds and private equity funds.

Insurance agents and brokers should educate themselves about the emerging opportunities in the commercial use of drones. Learn about how drones are affecting the insurance industry. The FAA reports that drone use is currently the fastest growing sector in aviation.

During the NAIC’s Risk-Focused Surveillance Working Group call on March 18, 2014, two new documents were approved to be released as exposure drafts:  the Draft ORSA Guidance for Financial Analysts and the Draft ORSA Guidance for Financial Examiners.  The exposure draft comment period ends on May 2, 2014.

FATCA and important considerations and actions investment funds should not wait on. Submitting electronic registration on the IRS FATCA portal. Processes and procedures need to be in place in order to properly document the FATCA status of investors admitted thereafter.