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May provides a perfect opportunity to evaluate and review your employee benefit plan’s investment policy statement with the plan’s investment advisor. Does your employee benefit plan have an investment policy statement? Should there be an investment policy statement?

After April 15th, plan auditors will be ready to go full force into pension season. Plan sponsors should coordinate with their plan auditors and third party administrator’s for the upcoming plan audit. Here are the keys to a successful plan audit experience.

Companies seeking to employ an ESG strategy are asking what their ESG risks are and what, if anything, they are doing to address these risks. This content features a recap of our recent webinar focused on those very questions.

Five takeaways from GreenBiz 23, an annual three-day sustainability conference that brings together leaders, innovators, and activists from various industries to discuss and exchange ideas, strategies, and best practices for building a sustainable future.

During EisnerAmper’s recent summit, Environmental Social and Corporate Governance (“ESG”) Leader Lisë Stewart held a panel on “ESG in Action: Sustainable Impact Driving Results,” that stressed the time for action is now when it comes to ESG.

This article takes a look at the growing appreciation for ESG policies and why companies may want to try to adhere to these principles.

From the sale structure to tax savings strategies, learn 10 things to consider when selling a closely held business.

The good thing about a customer loyalty program is that you can benefit from one whether you sell widgets or window cleaning services. However, due to such competition, you really need to think strategically when considering a loyalty program.

Many businesses use independent contractors to more effectively carry out the company’s mission. However, there are significant consequences if the government discovers you are erroneously treating an employee as an independent contractor.

There’s little doubt that Millennials are changing the rules when it comes to grocery shopping. But just how is this group of 83 million people affecting the playing field? Here are 3 significant things to keep in mind.

Insurance can be costly. But it can be even more so when you need it and don’t have it. And there are certain policies you can buy that meet certain needs you may not have considered yet. These policies cover small business owners for the following.

Getting help from a professional, such as someone accredited in business valuation, can mean the difference between leaving money on the table and realizing a business’s full worth. Here are a few common business valuation methods.

If you operate your business from your home or if you do work at home for your employer, you may realize significant tax savings. However, in order to qualify for this deduction, you must meet certain IRS requirements.

One thing to consider when starting your business is the type of structure to use. This issue has both tax and legal implications for the business and its owners. Here are several formats worth noting.

While conducting an audit, the IRS is required to speak only with the taxpayer’s qualified representative, if that is the taxpayer’s preference. There may be instances where it is necessary for the taxpayer to participate in the IRS interview process. Keep the following in mind.

Are They Really Independent Contractors? With upcoming employer mandates from the Affordable Care Act, enforcement by the IRS might increase. The line between independent contractor and employee is not always clear. Guidelines that can be used in making the determination.

How to deal with the IRS if you are a closely-held business. If you have ever squared off with a Revenue Officer or Revenue Agent, you know how difficult it can be to resolve your tax issues. Tips to keep in mind when things get 'hot' with the IRS. Working through tax debt.

You paid your subcontractors but did not send them a Form 1099. The auditor has copies of your checks verifying the payment. The IRS auditor says you cannot deduct an expense if you did not send Form 1099. The IRS auditor is confusing two separate rules.

May 29, 2013 By Dan Gibson, CPA  In this era of ever increasing medical insurance premiums, S corporation shareholders should be mindful of the limitations with respect to these expenditures.  By ignoring these limitations, shareholders risk the deductibility and the

What Are My Chances of Being Audited? Based upon new data from the IRS, the matrix for tax examinations over the past ten years has evolved. You could escape an IRS audit only to be trapped by your home state, or a state in which you do business.