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Personal Tax Planning
We provide customized tax planning strategies to fit your situation so that your tax strategy works in concert with other components of your financial framework and lifestyle.
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Equity Platform Conversion Services
Enable your stock administrators to facilitate a successful equity platform conversion with guidance and support from our equity professionals.
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Negotiated Credits & Incentives for Business Expansion
See how we can help you monetize government credits and incentives for business growth and maintain post-award compliance.
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Q4 Tax Update for Technology, Clean Technology, Life Sciences, and Communications and Media Companies
2015 Q4 - Get ahead of current tax updates with this review of five issues affecting technology, clean technology, life sciences, and communications and media companies.
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An Overview of the IRS’s Tax Exempt & Government Entities Priority Plan
The IRS’s Tax Exempt & Government Entities division has released its priority guidance work plan to review its activities in 2015 and communicate its areas of focus for the year ahead. We give an overview of its key areas.
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New Nevada Commerce Tax Is in Effect
Effective July 1, 2015, business entities with Nevada annual gross revenue in excess of $4 million are subject to a new commerce tax that Governor Brian Sandoval signed into law in early June.
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Marriage Ruling Brings Significant Changes for Same-Sex Couples and Employers
The Supreme Court’s ruling that same-sex couples have a constitutional right to marry has implications on couples’ tax and financial planning as well as on employers in states that didn’t previously recognize these marriages. Details in this Insight.
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Revisit Your California Tax-Exempt Status Qualifications in Light of Blue Shield Revocation
California has revoked Blue Shield of California’s status as a tax-exempt organization, a change that could mean a massive tax bill plus interest. We give an overview of the situation and what tax-exempt organizations need to do to reduce risk.
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Court Ruling: Donor Listing Must Be Provided to California Attorney General
A US appellate court upheld California’s requirement that charitable organizations soliciting donations within the state provide a list of significant donors’ names and addresses to the California attorney general. Details in this Insight.
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Broadband Industry Market and Transaction Trends 2023 Update
Learn more about how industry trends could affect deal activity in our broadband market and trends industry report.
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CMS Transmittal 18: Medicare DSH, Worksheet S-10, and Bad Debt Reporting
The Centers for Medicare & Medicaid Services (CMS) Transmittal 18 affects Medicare cost reporting for hospitals.
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New Mexico Tax Credits to Help Increase Cash Flow for Your Business
Tax credits and incentives are available to employers in New Mexico who meet certain parameters. Learn more.
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California Launches the Unclaimed Property Voluntary Compliance Program
Enroll in the California VCP to waive interest assessments on past-due unclaimed property.
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Tax Deadline Extensions Create Cash Management Opportunity for Californians
Tax payment deadline extensions have expanded the opportunities for Californians to be more proactive about cash management.
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Key Takeaways from Little Sandy Coal R&D Tax Credit Appeal
Direct supervision and support can be elements of a process of experimentation. Learn more about this R&D tax credit appeal.
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SECURE Act 2.0 and its Effects on Employee Benefit Plans
The SECURE Act 2.0 has provisions designed to make employee benefit plans more attractive. Find out how it will affect you.
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PPP Loan Forgiveness and ERC Accounting Impacts for Government Contractors
Navigate the challenges government contractors face with ERC credit refunds and PPP loan forgiveness.
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Tax Deadline Extension Available for Disaster Areas in Certain States
Tax-exempt organizations in federally declared disaster areas in some states are getting relief on filing and tax-payment deadlines. Learn details.
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IRC Section 179D Inflation Adjustments Determined for Tax Year 2025
The inflation adjustments of Internal Revenue Code (IRC) Section 179D can impact deductions for tax years 2024 and 2025.
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