Search Results

Alert
California’s New College Access Tax Credit Now Available to Individuals and Businesses
Contributing to California’s College Access Tax Credit Fund can offset either business or personal taxes. Taxpayers hoping to claim the incentive for the 2015 tax year should begin planning their contributions (and calculating the potential corresponding tax write-off) now.
More
Article
Chief Financial Officers Guide Companies More Efficiently with Cost Accounting
Learn how determining production costs with a cost analysis can help your company run efficiently with greater profit margins.
More
Alert
Donor-Advised Funds Face IRS Restrictions
Donor-advised funds, a flexible giving option for donors, may face new restrictions from the IRS.
More
Article
CARES Act Recovery Rebate Payments: Do You Need to Pay Back the IRS?
Discover eligibility requirements and what to do if you or a deceased family member incorrectly receives a payment.
More
Alert
SEC Adopts Final Rules to Standardize Cybersecurity Disclosures
The final rules standardize disclosures regarding cybersecurity risk management, strategy, and governance.
More
Article
How Foundational Controls Can Help Your Organization Mitigate Risk and Improve the Reliability of Its Financial Statements
These four foundational controls help organizations mitigate risk and improve the reliability of their financial statements.
More
Article
How Private Foundations Can Avoid Self-Dealing Penalties
Self-dealing affects all private foundations. Avoid penalties by learning how to identify private foundation transactions.
More
Article
Discover Tax Savings with the New Energy Efficient Home Section 45L Tax Credit
Learn how developers and homebuilders who meet minimum energy-efficiency standards can benefit from a 45L tax credit.
More
Beyond the Desk
Giving Back with Amanda Marquez
Learn how Amanda has amplified the impact of her contributions to the Albuquerque Community Foundation’s Future Fund.
More
Article
Managing Recurring Payments in Subscription Billing
See how to create subscription billing processes that retain customers and improve your recurring revenue recognition.
More
Alert
Refund Opportunities and Compliance Changes for FUSF Charges in New York
Learn how New York Federal Universal Service Fund (FUSF) ruling presents opportunities for telecommunications providers and businesses.
More
Article
2025 Cybersecurity Investment Landscape: Key Insights and Emerging Trends
Uncover potential opportunities and leverage emerging trends with insights into the cybersecurity sector’s investment landscape.
More
Article
Navigating Portland’s New Gross Receipts Tax on Large Retailers
Portland’s new Clean Energy Surcharge presents unique legal and administrative challenges for certain large retailers.
More
Article
Risk and Business Continuity Planning: Trends and Lessons from COVID-19
Bank Director’s 2020 Risk Survey provides clarity for strategic decision-making as banks emerge from the COVID-19 shutdown.
More
Article
Three Tax Questions to Ask Before Moving or Purchasing a Home in a New State
Learn how states apply income and estate taxes differently and how you may be impacted if you split time between two or more states.
More
Article
Transition Planning During Times of Disruption Such as COVID-19
The disruption caused by COVID-19 can provide limited-time planning opportunities for transitioning your business.
More
Article
How the QSBS Tax Exemption Can Lead to Additional Benefits
Explore how to qualify for qualified small business stock (QSBS) tax exemptions, savings opportunities, and more.
More
Article
Corporate Social Responsibility Reporting: A Business Imperative
For all but the smallest companies, investing in corporate social responsibility (CSR) reporting pays back—not only in the cost savings associated with better resource management but also with respect to their long-term business strategy.
More
Article
Succession Planning Made Simple for Construction Companies
Are you prepared to transition the ownership of your business? Consider these five fundamental questions as you develop your succession plan.
More
Article
5 FAQs: Determine Your Contributions to the Federal Universal Service Fund
All service providers pay into the Federal Universal Service Fund to sustain it. Learn what determines your contribution.
More

Baker Tilly US, LLP, Baker Tilly Advisory Group, LP and Moss Adams LLP and their affiliated entities operate under an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly Advisory Group, LP and its subsidiaries, and Baker Tilly US, LLP and its affiliated entities, trading as Baker Tilly, are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP and Moss Adams LLP are licensed CPA firms that provide assurance services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ISO certification services offered through Baker Tilly Certifications LLC. Investment advisory offered through either Moss Adams Wealth Advisors LLC or Baker Tilly Wealth Management, LLC.