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$120 Million California Competes Grant Program: Applications Open January 2022
CCGP allocates $120 million in the 2021–2022 fiscal year for qualifying businesses. Applications are due January 24.
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Article
Fintech Trends, Opportunities, and Challenges in 2022 and Beyond
Fintech opportunities continue to grow, but so do obstacles such as taxation, cybersecurity needs, and regulations.
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Webcast
Reduce Tax Liabilities with Cost Segregation
Cost segregation strategies can help you increase your cash flow and reinvest your funds into your business. Learn more.
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Alert
California to Require Reporting Unclaimed Property on Business Tax Returns
An amendment to California’s Revenue and Taxation Code means business entities now must report unclaimed property.
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Article
A Diversified Portfolio Can Help Weather Geopolitical Market Volatility
Markets are down as conflict brews in Ukraine, but the economy continues to expand and maintaining a diverse portfolio is key.
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Article
How Not-for-Profits Can Navigate Backlog at the IRS
Not-for-Profits (NFPs) can take certain measures to facilitate getting through to a backlogged IRS.
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Alert
SEC Proposes New Special Purpose Acquisition Company Disclosures
The proposed rule intends to improve disclosures provided by special purpose acquisition companies at the IPO and de-SPAC transaction stages.
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Article
Technology Industry Trends, Opportunities, and Challenges in 2022
Major trends impacting tech include increased transactions, rising valuations and funding, and continued innovation.
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Article
Construction Industry Joint Venture Audit and Compliance Considerations
A joint venture can be beneficial for large projects but it can also create a variety of process and control challenges.
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Article
Taking Advantage of the Arizona Refundable R&D Tax Credit
Prepare early—it’s competitive—for an expanded opportunity to claim this credit, which has a $100,000 cap per recipient.
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Article
How the ERC Credit Could Impact Your R&D Tax Credits
Taking certain steps could boost benefits when claiming the Employee Retention Credit (ERC) along with the R&D credit or others.
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Alert
Federally Chartered Credit Union Update for Excess Compensation Tax
Until further guidance is released, federal instrumentalities aren’t subject to IRC Section 4960 excise tax as an ATEO.
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Article
Identify Pitfalls to Improve Vulnerability Management Tools
Understanding effective vulnerability management could help with a better cybersecurity framework for your business.
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Alert
IRS Issues Guidance for Companies that Incur R&E Expenses
The IRS issued guidance for companies that incur research and experimental (R&E) expenses on December 12, 2022. Learn more.
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Texas Enterprise Zone Program
Claim state sales and use tax refund dollars through the Texas Enterprise Zone Program by successfully navigating the application process.
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Alert
Proposition 30 Could Increase Top California Tax Bracket to 15.05% in 2023
If passed, Proposition 30 will increase the top income tax rate to 15.05% for certain taxpayers. Learn details.
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Alert
SEC Proposes Oversight Guidelines for Investment Advisers
The SEC proposed a rule with an oversight framework for investment advisers using third-party service providers.
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Alert
IRS Issues Guidance on Prevailing Wage and Apprenticeship Requirements
The IRS published initial guidance around the prevailing wage and apprenticeship requirement for tax credits and incentives.
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Alert
Washington State Capital Gains Tax Upheld by State Supreme Court
The Washington Supreme Court ruled that the new Washington capital gains tax is constitutionally permissible. Learn more.
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Credit Unions
In a stringent regulatory environment, compliance is critical to maintaining the long-term financial health of your credit union. We work with credit unions whose total assets range from $10 million to more than $13 billion, and we tailor our services to your institution’s needs.
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