Search Results

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.
More
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.
More
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.
More
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.
More
Article
How to Build an Effective and Efficient Compliance Program at Your Financial Institution
Learn the three key steps to building an effective compliance program: setting the tone, building a team, and implementing a training program.
More
Alert
CMS Final Rule Issued for Skilled Nursing Facilities for FY 2024
The rule includes an estimated 4% net increase in skilled nursing facility payments plus changes to alleviate staffing and administrative issues.
More
Alert
Deadline for Texas TV, Internet, and Telecommunications Service Providers
Texas sales and use tax refund requests are due in April for cable television, internet access, and telecommunications service providers.
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
IRS Issues Proposed Excess Compensation Regulations for Tax-Exempt Organizations
The IRS proposed regulations intended to address concerns regarding the excise tax in Internal Revenue Code (IRC) Section 4960. Learn more details.
More
Alert
CARES Act Relief Fund Guidance for Local Government Entities
Learn details of guidance provided by the Treasury for permitted fund usage and allowed expenditures.
More
Article
4 Tips for Performing Due Diligence During Transactions in Response to COVID-19
Learn how focusing on free cash flow, cost structures, and more can help reduce transaction risks.
More
Alert
CARES Act: Implications for Retirement Plans and Individual Retirement Accounts
The act includes provisions waiving certain required minimum distributions, allowing maximum loan increases, and more.
More
Alert
Treasury Provides Additional Coronavirus Relief Fund Guidance for Tribes
Learn details of the additional guidance released by the Department of the Treasury to help tribes navigate CARES Act relief funds.
More
Article
Federal Reserve Announces $2.3 Trillion in Lending Programs
Federal Reserve’s programs as well as eligibility.
More
Article
Prepare for Disruption During COVID-19 with Business Recovery Plans
Liquidity could become a problem for businesses, but business recovery plans and restructuring can help cash flow uncertainties.
More
Alert
Federal Reserve Cuts Funds Rate Due to Coronavirus Uncertainty
The funds rate was cut by 50 basis points on March 3, 2020, in response to evolving risks to economic activity.
More
Alert
Tips to Help Your Health Care Organization Combat Coronavirus Complications
Learn how your organization can use lean methodologies to help staff and patients combat complications accompanying the spread of the COVID-19 outbreak.
More
Article
Confront Rapidly Reduced Operating Cash Flow Issues During COVID-19
Recapitalization plans can help your business stay viable during coronavirus through lender negotiations, junior capital sources, and more.
More
Alert
2019 Draft Instructions for Form 1042 Provide Insight into Lag Method Update
The instructions contain important information on the changes to lag method reporting for US partnerships with foreign partners, a new schedule, and more.
More
Alert
New Guidance Issued for Financial Instruments Accounting
Accounting Standards Update 2019-04 amends standards on credit losses, hedging, and recognition and measurement of financial instruments.
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.