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SAS 136: The communication of reportable findings

SAS 136: The communication of reportable findings

SAS 136 includes requirements to communicate reportable findings identified as a result of testing relevant plan provisions.
Navigating the uncertain fates of Build Back Better and key tax issues

Navigating the uncertain fates of Build Back Better and key tax issues

Uncertainty about significant tax changes proposed in the Build Back Better bill require attention and action from taxpayers.
Family office dream team

Family office dream team

An effective family office requires the right mix of internal and external capabilities to balance best-in-cost with best-in-class.
Congress open to considering a pause on automated tax notices

Congress open to considering a pause on automated tax notices

National Taxpayer Advocate, Erin Collins, recommends the IRS pause automated collection notices. Congress may consider the recommendation.
IRS releases guidance on Q4 removal of employee retention credit

IRS releases guidance on Q4 removal of employee retention credit

Employers need to react quickly to the new guidance to pay in amounts as if they were incurred on Dec. 31, 2021.
IRS releases 2022 retirement plan limitations

IRS releases 2022 retirement plan limitations

The IRS has released its annual cost-of-living adjustments for retirement plan limits, effective Jan. 1, 2022.
Employer compensation considerations for remote workers

Employer compensation considerations for remote workers

Employers must set compensation policies for remote workers taking into account federal and state tax laws and state legal requirements.
Green energy credits and excise tax proposals in Build Back Better Act

Green energy credits and excise tax proposals in Build Back Better Act

House Ways & Means reconciliation bill contains significant changes to renewable energy credits as well as new excise taxes.
Owner Readiness for Business Succession

Owner Readiness for Business Succession

Owner readiness is crucial to successful business succession, but many struggle with this first step. Read more on planning goals.
Succession planning using retirement plans

Succession planning using retirement plans

Business owners who work for the company may facilitate an ownership transition by separating service payments from company value.
Succession planning using employee stock ownership plans

Succession planning using employee stock ownership plans

ESOPs are a unique tool that can be valuable to selling shareholders, corporations and employees in a corporate succession plan.
3 tests, few answers: The not-so-simple world of worker classification

3 tests, few answers: The not-so-simple world of worker classification

Growing businesses need to add workers. As the popularity of independent contractors grows, so does scrutiny over employee classification.
Digital assets targeted for substantial tax hikes

Digital assets targeted for substantial tax hikes

The Ways and Means Committee proposed legislation targeting digital assets to increase tax revenue via wash and constructive sales rules.
Change management for family offices: 5 key considerations

Change management for family offices: 5 key considerations

Change management for family offices can be especially challenging because of family dynamics, complex wealth and lean staff.
Operating nonqualified deferred compensation plans FAQs for employers

Operating nonqualified deferred compensation plans FAQs for employers

Throughout a plan’s life cycle, employers should consider whether their plans remain compliant and aligned with the organization’s goals.
Taxpayer Advocate Service struggles with a backlog of cases

Taxpayer Advocate Service struggles with a backlog of cases

Taxpayer Advocate Service is wrestling with a backlog of cases trying to navigate the changing environment of the pandemic.