Insights and Resources

Is your business ready for the new lease accounting standard?

Is your business ready for the new lease accounting standard?

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The SBA steps in again: new rule makes changes to borrower forgiveness

The SBA steps in again: new rule makes changes to borrower forgiveness

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<h2>Proposed Changes to 1031 Exchanges for Real Estate Investors</h2><br>

Proposed Changes to 1031 Exchanges for Real Estate Investors


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<h2>Is your business ready for the new lease accounting standard?</h2><br>

Is your business ready for the new lease accounting standard?


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Estate Planning and Potential Tax Changes: What you Should Know

Estate Planning and Potential Tax Changes: What you Should Know

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Leveraging a Spousal Lifetime Access Trust

Leveraging a Spousal Lifetime Access Trust

The lifetime gift tax exemption is at an all-time high of $11.7 million per individual and $23.4 million per couple but may be reduced in the near future by potential legislation. This video provides an overview of the Spousal Lifetime Access Trust and how it can help couples maximize their lifetime gift tax exemption.
SBA Enhances the Economic Injury Disaster Loan Program

SBA Enhances the Economic Injury Disaster Loan Program

The SBA has modified and enhanced the Economic Injury Disaster Loan (EIDL) program to expand both eligibility and program benefits. In this video, we'll quickly cover the changes and how they might help you and your business.
The ripple effect of supply shortages

The ripple effect of supply shortages

Fragile global supply chains are facing another round of port closures, factory shutdowns, production halts and labor shortages.
Family offices and tax changes: Considerations from the House proposal

Family offices and tax changes: Considerations from the House proposal

Family offices affected by income and transfer tax increases on individuals, estates and trusts proposed by House Ways and Means Committee.
Treasury watchdog: Focus on S corps and shareholder compensation

Treasury watchdog: Focus on S corps and shareholder compensation

A recent Treasury Inspector General report suggests the IRS needs to focus on S corps and payments to shareholders. The IRS may disagree.
From fund to family office: Key questions to consider

From fund to family office: Key questions to consider

Some hedge fund managers are making the move to restructure their wealth as a family office; however, there are key areas to consider.
IRS takes skeptical view of agency argument to avoid income inclusion

IRS takes skeptical view of agency argument to avoid income inclusion

In an agent/principal relationship, the expenditures must inure primarily to the principal in order to avoid income to the agent.
The faster path from data to decision for manufacturers

The faster path from data to decision for manufacturers

This article focuses on how companies can implement the critical underpinnings of data-fueled efficiency and awareness.
Tax Benefits of Opportunity Zone Funds

Tax Benefits of Opportunity Zone Funds

The proposed plan to increase long-term capital gains tax rates has motivated investors to seek opportunities to defer and reduce capital gains taxes. Opportunity Zone Funds have been increasing in popularity because of their ability to defer and reduce capital gains. Watch now to learn more about Opportunity Zone Funds.

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