Choosing the family office structure that helps your family’s goals
When aligning your preferences with 1 of 3 main structural forms, a family office will position itself to succeed for many years to come.
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Paid leave for employees impacted by COVID-19 in 2021
Some employers can give paid leave to employees impacted by COVID in 2021 and claim a payroll tax credit per the American Rescue Plan Act.
IRS updates its Employee Plans Compliance Resolution System (EPCRS)
EPCRS is a summary of the rules that the IRS uses to assist employers in correcting retirement plan mistakes without disqualifying the plan.
Strong internal controls can help minimize losses
There are a number of steps construction companies can take to help avoid unintended losses resulting from error or outright fraud.
President’s clean energy proposals for industrials sector
President Biden's proposals for prioritizing clean energy affect the industrials sector including manufacturing, automotive, and oil and gas
Long-term rates are falling again
Yields on longer-term Treasuries have recently retreated. We examined several key factors behind the moves and what to watch going forward.
Consumer Compliance Supervisory Highlights for March 2021
Per the CCSH publication by the FDIC, 99% of all FDIC-supervised institutions were rated satisfactory or better for consumer compliance.
SBA formally withdraws loan necessity questionnaire
Small Business Administration, in light of lawsuit, notifies PPP lenders that loan necessity questionnaire is withdrawn.
10 Recruiting Strategies for a Tight Labor Market (Part 1)
Recruiting is one of the most important functions of any company, especially in a tight labor market. In this video, we will cover 5 tips and strategies to help improve your success in attracting and hiring qualified candidates for your company.
Interagency statement on model risk management for bank systems
The recent supervisory guidance on the model risk management for bank systems supporting BSA/AML compliance and key points of consideration.
IRS extends relief for leave-based donation programs
Notice 2021-42 provides guidance for cash payments from foregone vacation, sick or personal leave made by employers to charities.
Cybersecurity considerations and trends for board and audit committees
As cybersecurity threats emerge and expand, boards of directors have increased responsibility to address potential threats.
Coronavirus: Updates about certain Provider Relief Fund requirements
We updated the discussion about certain government assistance in our Coronavirus: Financial reporting considerations white paper.
Advance Child Tax Credit Payments
The American Rescue Plan expanded the Child Tax Credit and provided a mechanism for families to receive advance payments for the credit. In this video, we will provide an overview of the Child Tax Credit and the advance payments that will begin this summer.
Retirement Report: Third Quarter 2021
In this issue of the Retirement Advisory Report, we discuss 2021 updates to regulations that may affect you and your retirement plan.
The Qualified Business Income Tax Deduction
The Qualified Business Income (QBI) Deduction can reduce an individual's tax liability on pass-through income by as much as 20% of taxable business income from the entity. Here's a great 3-minute video to find out more.