Insights

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Combining technical expertise with our keen understanding of our clients' businesses, we offer knowledgeable commentary on a broad spectrum of accounting, tax, finance, and business operations issues.

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Article
(Spirited magazine) How the R&D tax credit can help wineries, breweries, cideries, and distilleries save money on taxes.

Webcast
Tax-exempt hospitals are on the IRS’s radar for Section 501(r) compliance, and the penalties can be steep for hospitals that’ve failed to comply—including the risk of losing their tax-exempt status. This webcast covers the IRS selection process, what’s reviewed, and how to pre...

Article
If you’re eligible for the R&D credit payroll offset, learn how to navigate the coordination challenges.

Article
There are five steps health care organizations can implement to improve revenue cycle management to help increase cash flow.

Article
(North Bay Business Journal) R&D tax credit is one of the biggest tax incentives available to businesses. Yet many Northern CA wineries are missing out; some are unaware of the credit’s existence.

Alert
Final regulations defining internal use software may allow more software development activities to qualify for the credit. Read the Alert.

Article
(CFMA Building Profits)  If your company is performing R&D activities for new and innovative products or processes, it’s worth investigating how it might benefit from the R&D tax credit.

Article
Starting in the second quarter of 2017, eligible businesses can use R&D tax credits to offset their payroll tax instead of only ordinary income tax. This infographic helps you determine your eligibility and navigate the process.

Article
(CFO Magazine) New legislation makes the credit available to many small and midsized companies that had been effectively barred from using it.

Article
The 2014 revisions to Form 990 Schedule A contained a number of changes for tax-exempt entities, and Type I, II, and III supporting organizations will feel the greatest impact. We give an overview of the new classification tests.

Article
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.

Article
Two Defense Contract Audit Agency memorandums indicate an increasing focus on expressly unallowable costs—not all of which must be stated in direct terms in a federal contract. Details in this Insight.

Alert
Each December, we’ve waited to hear whether Congress would again extend the R&D tax credit. It’s now permanently extended and retroactive for 2015, so you can plan multiple years’ expenses more effectively. Details in this Alert.

Article
Interest-charge domestic international sales corporations have waned now that the tax rate on qualified dividends has increased. But combined with an accounts receivable factoring arrangement, they still deliver substantial tax benefits.

Article
A significant change to tax exemption for hospitals is mandatory for tax years beginning after December 29, 2015. IRC Section 501(r) requires modifications of existing practices and policies or hospital risk fines of up to $50,000 as well as potential loss of tax-exempt status.

Article
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.

Alert
A US Court of Federal Claims judge ruled that engineering firm Dynetics didn’t bear the financial risk of failure under R&D contracts it performed for its customers. As a result, it wasn’t eligible to claim R&D tax credits. Details in this Alert.

Article
Though Form 990 and its required schedules have generally remained the same this tax year, a few changes to the forms and their instructions do warrant attention by not-for-profit organizations that file them. We highlight the differences in this Insight.

Article
Just in the final quarter of 2014 and the first of 2015, we’ve seen some fairly noteworthy legislative developments impacting not-for-profits. From last-minute tax extenders to the IRS priority guidance plan and the GAO’s report on IRS oversight, here’s what’s happening.

Webcast
(Run time: 57:36) Webcast presented by Tom Sanger, partner, and Peter Henderson, Manager, Moss Adams LLp.

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