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Insights2021-03-17T12:00:40-04:00

A New Frontier in State Taxation: Pass-Through Entity Tax

Designed to eliminate the adverse impacts of the SALT cap, the Pass-Through Entity Tax (PTET) is an optional state income tax that taxpayers may elect to use. However, before deciding whether a PTET election is the right move, there are a variety of issues to consider. 

December 22, 2022|Categories: Tax: Business, Tax: State & Local|Tags: , , |

Financial Services Organizations Should Monitor and Refresh CECL Models

Financial services organizations that are further along in their CECL journey should examine how their CECL model is already working.

December 22, 2022|Categories: Financial Institutions|Tags: , |

Why Do Nonprofits Need Financial Statement Services? Part 1: State and Grantor Compliance

Nonprofit compliance requirements vary from state to state. Private foundations, agencies, and other grantors often have their own requirements, too. It’s important for organizations to understand what these are before accepting any funding.

New Form 990-N Sign-In Process

Starting August 1, 2022, Form 990-N filers – small nonprofits – are required to use a more streamlined, modern online filing system. ID.me, the IRS’s ID authentication system, will be required for new users.

December 14, 2022|Categories: Not-for-Profit, Tax: Exempt Organizations|Tags: , |
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