Perspectives

On November 2nd, the House Republicans released their proposed tax legislation. The proposal contains several changes to the tax code for individuals, businesses, and other organizations. Read more

The IRS has announced Estate & Gift Tax Limits and 401k measures for 2018. Read more

Have you ever thought about using your home as a vacation rental to make some extra income? If you aren’t careful, the potential tax ramifications may surprise you. That’s because Mixed-Use Rental Property... Read more

A professional services company purchased a competitor to expand its customer base and acquire intellectual capital. Read more

The Treasury and the IRS recently announced that they believe that the proposed regulations under Section 2704 are unworkable and should be withdrawn in their entirety. Read more

On September 27th, President Donald Trump released the “Unified Framework for Fixing our Broken Tax Code.” The plan is very similar to the list of changes that were released back in April. Read more

A publicly-traded company was in the process of preparing its annual Form 10-K filing. The controller noted deviations from adherence to the expense reimbursement policy. Read more

For tax years beginning January 1, 2018 and thereafter, new rules for IRS examinations of partnerships will apply under the Bipartisan Budget Act of 2015 (the “BBA”). Read more

As a 401(k) plan sponsor are you confident that your plan complies with all current employee benefits laws and regulations? Does the plan operate within its current provisions? Read more

A frequently overlooked estate planning tool is an irrevocable life insurance trust (ILIT). Read more