New Executive Order for U.S. Treasury: No More Paper Checks
Companies with global mobility programs, non-resident individuals and foreign entities with activities in the U.S. should review their processes now.
Sweeping New Exemptions on the Reporting of Beneficial Ownership Information (BOI)
We have been closely following the see-saw of changes and updates to which businesses must report beneficial ownership information (BOI).
What Not-for-Profits Should Know as USAID Faces Shutdown
A federal appeals court ruling on Friday, March 28 resulted in the formal closing of the US Agency for International Development (USAID).
Five Ways Cyber and Technology Due Diligence Create Value for Your Business
Strategic cyber and technology due diligence can protect a business and, even further, unlock opportunities for growth.
New IRS Relief for Employee Retention Credit Recipients
The IRS recently updated its guidance on how taxpayers should account for the employee retention credit (ERC) for income tax purposes.
Maximizing the Benefits of Highly Appreciated Securities
Donating highly appreciated securities often provides private foundations with greater tax benefits than cash donations.
Demystifying Nonmember Revenue at Private Clubs
IRS Revenue Procedure 71-17 (RP 71-17) provides clear guidelines to help clubs manage nonmember revenue effectively.
Essential Considerations for Launching and Growing an Investment Firm
Early-stage decisions — structuring the firm, selecting vendors and designing governance frameworks — have lasting impacts.
Four Key Strategies for Higher Education Institutions as Funding Challenges Grow
We’re sharing what we believe will be four key management strategies as institutions are faced with the challenges ahead.
Are Foundations in the Crosshairs of Recent Administration Priorities?
There seems to be a call to action for foundations to ensure compliance with state and federal laws.
Update on the Federal Government’s Effort to Pause Certain Financial Assistance Programs
This is the latest in a recent string of legal and court mandates concerning the administration’s attempts to rein in government spending.
Case Study: Valuation of Marketing Services for Partnership Agreement and RESPA Compliance
A large, publicly traded financial services company was in negotiations with a mortgage lender to provide marketing services to its cardmembers on behalf of the lender.