Remote work tax: Employer compensation considerations
Employers must set compensation policies for remote workers taking into account federal and state tax laws and state legal requirements.
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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
Uncertainty about significant tax changes proposed in the Build Back Better bill require attention and action from taxpayers.
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
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
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
The IRS has released its annual cost-of-living adjustments for retirement plan limits, effective Jan. 1, 2022.
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 is crucial to successful business succession, but many struggle with this first step. Read more on planning goals.
Being deemed essential doesn’t preclude ERTC eligibility
Construction firms forced to reduce or cancel operations by jurisdictional order may meet employee retention credit eligibility requirements.
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.
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.
Succession planning using retirement plans
Business owners who work for the company may facilitate an ownership transition by separating service payments from company value.
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.
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.
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.