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File Your IRS Form 990-PF with Confidence
Learn which areas a private foundation should focus on when preparing IRS Form 990-PF. Filing deadline is May 15.
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Texas Clarifies 3 Major Changes to the R&D Tax Credit
Texas released a clarification of its rules for the R&D tax credit, which are more restrictive than the federal rules.
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Article
Tips for Financial Reporting and How to Prep for IPOs, SPACs, and Capital Events
Learn tips for financial reporting and how to navigate initial public offerings and special acquisition company transactions.
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Article
Trends, Opportunities, and Challenges for Food and Beverage Companies in 2022
Trends that emerged during the pandemic such as increased transactions and innovation funding will likely continue.
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Article
Tax Planning FAQs for US Beneficiaries of Foreign Trusts
Asking the right questions can help US beneficiaries of foreign trusts navigate complex tax reporting requirements.
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Alert
Proposed SEC, CFTC Form PF Amendments to Enhance Reporting of Private Funds
The SEC proposed amendments to Form PF for certain SEC-registered investment advisers to private funds.
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Alert
CMS Finalizes Rule for FY 2023 Inpatient Psychiatric Facilities Payments
The rule for the 2023 Inpatient Psychiatric Facilities Prospective Payment System has now been finalized. Learn details.
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Article
Tips for Banks Navigating Top Risks throughout 2022
Banks face cybersecurity, interest risks, and environmental, social, and governance initiatives as top concerns in 2022.
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Article
How to Manage Construction Throughout the Project Lifecycle to Build Value
Explore strategies to navigate a construction project’s life cycle from financial planning to eventual project closeout.
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Article
How Not-for-Profit Organizations Can Prepare for an Economic Downturn
An economic downturn can mean less consumer spending on not-for-profits. Learn to strategize during times of economic turmoil.
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Alert
Treasury Awarded $5 Billion in New Markets Tax Credit Authority
Learn how New Markets Tax Credit (NMTC) financing awards could help your organization reach its goals.
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Article
IRS Publishes Requirements and FAQs for Amending Returns for R&D Tax Credit
The IRS updated guidance for filing R&D credit refund claims on amended returns, including extension of time to perfect claims.
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Article
FedRAMP: FAQs to Understand the Authorization Process
Cloud service providers must undergo Federal Risk and Authorization Management Program authorization (FedRAMP) for agencies.
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Article
Tax Season 2022: California Developments and Opportunities
Our tool kit provides a summary of relevant changes impacting tax professionals for the 2022 tax season.
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Article
2023 Financial Services Outlook: Automation, ESG, Digital Assets, and More
Here’s what to expect in 2023 for digital assets like cryptocurrency and developments in mortgage rates and tax strategy.
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Article
Make Grant Compliance a Priority for Your Not-for-Profit Organization
With increases in federal funding, not-for-profits need to understand grant compliance requirements and how to implement processes.
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Alert
IRS Issues Additional Guidance on Low-Income Communities Bonus Credit Program
The IRS published a notice of proposed rulemaking, which proposes rules concerning the low-income bonus credit program.
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Article
Washington B&O Tax Considerations for Construction Managers and Captive Builders
Understanding business and operations (B&O) tax for construction managers and captive builders in Washington State.
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Alert
Budget Proposals Could Impact Private Foundations, Tax-Exempt Organizations
The Treasury released the Greenbook on March 9, 2023. If enacted, learn how these proposals could impact your organization.
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Alert
FASB Amends Lease Accounting for Common Control Arrangements
The Financial Accounting Standards Board (FASB) amended lease accounting for common control arrangements. Learn details.
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