SECURE Act: Potential Implications to Naming Your Trust as Retirement Beneficiary

Since the SECURE Act passed in December of 2019, several clients have reached out regarding the so-called “10 Year Rule” which stipulates all retirement assets must be distributed to certain beneficiaries within 10 years of the client’s passing.

2020-10-22T08:59:58-04:00October 22, 2020|Categories: Wealth Management|

Remote Work is Chance for Family Offices to Upgrade Technology Systems

The shift toward remote work is an opportunity for family offices to upgrade technological systems by adopting outsourcing and automation.

2020-10-28T14:51:45-04:00October 22, 2020|Categories: Accounting, Cloud Accounting|Tags: , , |

Final Guidance on Business Interest Expense Deduction Limitation Under Section 163(j) in the CARES Act

Many U.S. companies took advantage of the Paycheck Protection Program, Economic Injury Disaster Assistance Loans, and other funding sources to shore up cash flow amid the coronavirus pandemic.

2020-10-29T14:27:27-04:00October 15, 2020|Categories: PBMares COVID-19 Insights, Tax: Business|Tags: , , |

How Businesses Should Be Preparing for Changes in State Tax Laws in 2020 and Beyond

Exposure to state tax has been steadily increasing in recent months. From the Wayfair Supreme Court case in 2018 to mounting financial pressures from COVID-19, states are looking at all options to collect revenue they are entitled to.

GSA Cancellation Emphasizes the Importance of a Compliant Cost Accounting System

The recent cancellation of the General Services Administration (GSA) $15Billion Alliant 2 Small Business (A2SB) contract highlights the need for small government contractors to have a properly evaluated cost accounting system.

2020-10-17T12:40:40-04:00October 13, 2020|Categories: Accounting, Government Contracting|Tags: , , |
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