Managing significant tax changes will ensure individuals and businesses are positioned for success for the remainder of 2021 and beyond.
The American Rescue Plan Act provides significant aid and funding for suffering pension plans, in part through direct financial assistance.
Although the 2019 SECURE Act was the most significant retirement plan policy legislation in over 10 years, its provisions have been somewhat in the background due to COVID-19. We've highlighted the following provisions that plan sponsors and employers without a plan may want to consider now.
Taking steps now to transfer your physical stock to electronic will take a considerable burden off of your executor. Not only that, if you are able to transfer your physical stock while you are alive, you may also be able to retitle said stock so that it avoids probate.
Statement on Auditing Standards No. 136 prescribes certain new performance requirements for an audit of financial statements of employee benefit plans subject to the Employee Retirement Income Security Act of 1974 (ERISA) and changes the form and content of the related auditor's report. Read more.
The Employee Retention Credit (ERC) incentivizes organizations to keep employees on the payroll during COVID-19, and with new rules, it’s possible to claim as much as $14,000 per employee in 2021.
Are you managing your endowment funds under the current rules? See how you match up to these common issues in the application of UPMIFA.
It’s time to re-evaluate what liquidity actually means and how well-crafted policies can improve an organization’s operations, finances, and be a tool for educating the public, the Board, and management.
The case explains the IRS’ view of the requirements to establish substantial rights for work performed under contract for the R&D credit.
The DoD has updated its DFARS rules from the existing clause to three new clauses to allow enforcement of CMMC for DoD contracts.