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Final Regulations on FDII Deduction Provide Favorable Guidance
The Treasury and the IRS issued final regulations for FDII with an intention to provide more time and flexibility to meet requirements. Learn details.
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Washington State Expands Eligibility Requirements for Voluntary Disclosure
Washington state has expanded the eligibility requirements for state tax disclosures. Find out if your business qualifies.
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Article
Q&A: How to Navigate the Oregon Corporate Activity Tax
Learn how Oregon’s corporate activity tax—imposed at a rate of 0.57% on taxable receipts less deductions above $1 million—could affect your business.
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Alert
SEC Modernizes Regulation S-K Disclosure Requirements
The final SEC rule amends Regulation S-K disclosures about a registrant’s business, legal proceedings, and risk factors. Learn the details.
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Article
SEC Rule Change Provides Potential SOX Costs Relief for Smaller Companies
The change alters filing status definitions for public companies. It could provide relief from compliance and audit costs.
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Article
Use a 5-Stage Strategic Plan to Implement New Technology
Learn the 5 stages of strategic technology planning along with considerations and questions for each stage to help breakdown the process.
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Article
Understand the Valuation of Your Loan Portfolios
Learn the definition of fair value along with the valuation methods that could apply to your loan portfolios.
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Alert
IRS Issues Final Regulations: Net Investment Income Tax for Private Higher Education
Learn about key changes to the 1.4% excise tax some institutions must pay on their net investment income.
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Article
4 Revenue Recognition Adoption Tips as 2020 Effective Dates Approach
Revenue recognition changes introduced in ASC Topic 606 will soon be effective. Discover four key adoption tips and more.
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Alert
IRS Extends the Energy Efficient Home Credit through December 31, 2020
The credit has been extended through December 31, 2020. Learn which construction projects are eligible.
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Alert
COVID-19 Relief Law: Tax Extenders and Resolved PPP Expense Deductibility
The COVID-related tax relief law includes Paycheck Protection Program resolutions and tax extensions.
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Alert
Law Extends and Makes Permanent Energy Efficient Building Tax Incentives
Two credits and incentives can provide real estate owners the ability to generate significant savings from their construction projects.
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Article
Main Street Lending Program Loan Opportunities for Not-for-Profits
Discover Main Street Lending Program opportunities that may be available to your organization as you navigate COVID-19.
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Alert
IRS Releases Form 1098-T Guidance for Reporting Emergency Financial Aid Grants
The IRS released new guidance for higher education institutes for reporting emergency financial aid grants. Learn details.
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Article
How Private Foundations Differ from Public Charities
Learn differences between the two types of charitable organization as well as pros and cons of each.
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Article
How to Fund a Buy-Sell Agreement with Life Insurance and Transition Your Business
Buy-sell agreements are for a business’s long-term success. Learn how life insurance provides the cash to fund a buyout.
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Article
How to Navigate Transition Planning: Strategies for You and Your Business
Before a merger or acquisition, map your privately held business’ transition strategy with our transaction planning checklist.
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Article
What the No Surprises Act Means for Patients, Providers, and Payers
Learn how the No Surprises Act, which aims to address surprise medical billing at the federal level, could impact your organization.
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Alert
2021 Oregon Legislative Session Ends with Numerous Tax Bills Passed
Learn about important tax bills that may impact businesses operating in Oregon—including a reduced pass-through rate.
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Article
GASB Amends Implementation Guidance for Capital Assets
Implementation Guide No. 2021-1 amends the requirements for capital assets significant in the aggregate.
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