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5 Tips to Navigate Top E-Commerce Challenges
Enhance your operations, protect sensitive data, and develop strategic plans for your future to stay competitive and grow.
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Article
Compare Donor-Advised Funds to Private Foundations
Capitalize on donor-advised fund (DAF) charitable giving and the impact of tax codes. Results vary depending on techniques.
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Article
Does Your Private Foundation Own Too Much of An Investment?
Private foundations that exceed excess business holding thresholds could face hefty excise tax. Learn more.
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Article
Your Wealth Management Firm Was Acquired—Now What?
Learn how to evaluate whether your wealth management firm can support your financial goals following an acquisition.
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Article
Sourcing Matters: When Stock Options and State Residency Collide
Understand how to evaluate the potential benefits of moving before exercising deferred compensation.
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Article
How to Avoid the IRS Dirty Dozen and Other Common Tax Scams
The IRS cautions taxpayers to be on the lookout for deceptive communications via email, text messages, or phone calls.
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Alert
Provider Relief Fund Audit Requirement Deadlines Approaching
Recipients of the Provider Relief Fund (PRF) that meet certain requirements are subject to audits. Review key requirements.
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Article
Considerations for Outsourcing Your Internal Audit Function
Financial institutions hire third-party auditors for their specialized knowledge and independent assessment of controls.
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Article
Tax Planning Strategies for Your Estate to Help Boost Your Portfolio
When and where you realize capital gains can have a major impact on your estate and portfolio.
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Article
Hiring Remote Employees: Travel Reimbursement, Home Offices, and More
Explore FAQs for companies with remote workforces and related tax implications.
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Alert
Final Guidance from the FDA for Cybersecurity in Medical Devices
The Food and Drug Administration (FDA) released guidance related to cybersecurity in medical software product development.
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Alert
Low-Income Communities Bonus Credit Program Application Window Announced
Applications for the environmental justice bonus credit will open October 19, 2023. Learn more.
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Article
How Health Care Organizations Can Prepare Following the End of the PHE
With the COVID-19 public health emergency (PHE) ending, learn how to manage the broad impacts of this transition.
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Article
Protect Health Data: SOC Controls, HIPAA, and HITRUST Compliance Intersect
Health care organizations can leverage System and Organization Controls (SOC), HIPAA, and HITRUST frameworks to maintain security and compliance.
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Alert
CMS Section 1115 Waiver Final Rule Impacts Medicare DSH Calculations
Learn implications of the Centers for Medicare & Medicaid Services (CMS) section 1115 waiver rule change for hospitals.
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Article
Time Is Running Out to Claim Partial Disposition Losses
Are you a fiscal year-end filer who owns a building and makes improvements or repairs? If yes, then you still have time to claim retroactive partial disposition losses thanks to new tangible property regulations—but you must act quickly.
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Article
Is Life Insurance Funding Your Buy-Sell Agreement? It’s Time to Dust Both Off
Contractors frequently use life insurance to fund their buy-sell agreements. After all, it’s a simple mechanism to pay out cash when it’s needed. The catch? Most companies don’t revisit their policies frequently enough to keep them aligned with their buy-sells or their changing needs.
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Article
Risk Management for Institutions of Higher Education
Beyond the risks inherent in financial reporting and federal compliance, today’s organizations face increasing demands for information and a constantly expanding use of technology—both of which bring reputational and financial risk with them. We look at priorities and steps to take in this Insight.
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Alert
IRS Defers Penalty Enforcement for Student Health Insurance Coverage
IRS Notice 2016-17, issued February 5, 2016, defers penalties for universities offering premium reduction arrangements for student health plans. The guidance offers transition relief for plan or policy years starting before January 1, 2017.
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Article
Q4 Tax Update for Technology, Clean Technology, Life Sciences, and Communications and Media Companies
In this Q4 update, we cover important tax issues for companies in technology, clean technology, life sciences, and communications and media, including what your organization can do to stay ahead.
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