Category: Insights

Cryptocurrency Reporting Requirements Update
New Reporting Requirements for Crypto Transactions Included in Senate Infrastructure Bill

The Senate's proposed infrastructure bill would require cryptocurrency exchanges (or brokers) to report transactions to…

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time for Roth IRA conversion
Is It Time to Convert to a Roth IRA?

In this article, our Wealth Management team breaks down the unique differences between traditional IRAs…

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How Employee Recognition Benefits Your Company
Three Ways Employee Recognition Can Benefit Your Company

Employee recognition is vital to your company’s success. When employees feel appreciated for their contributions,…

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SPAC Tax Treatment
Treatment of Tax Attributes for Special Purpose Acquisition Companies

There are various tax considerations and complexities that can have significant implications both during the…

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SALT Year End Issues
2021 State & Local Tax Year-End Priorities to Consider

From PTE elections to economic nexus reporting, companies should consider these five state and local…

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FASB Variable Payments
New Lease Accounting Guidance for Certain Leases With Variable Payments

FASB issued guidance to address the day-one loss issue related to a lessor’s accounting for…

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c-suite exec equity comp
C-Suite Executives: Understanding Equity Compensation Planning and Concentrated Stock Risk

When developing a wealth plan, it’s critical for C-suite executives to understand the risks, rewards…

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PPP Loan Forgiveness Portal
SBA To Open New PPP Portal for Direct Loan Forgiveness

Beginning on August 4, 2021, borrowers with PPP loans of $150,000 or less can apply…

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audit communications sas 136
Audit Communications to Plan Sponsors Under SAS 136

SAS 136 will meaningfully change the employee benefit plan audit process for plan sponsors with…

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pass through tax
Proposed Bill Would Modify Tax Deductions for Eligible Owners of Pass-Through Entities

A new bill introduced by Senate Finance Committee Chairman Ron Wyden (D-OR), the Small Business…

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