Articles
Safeguarding Your Organization from Possible ACH Disbursement Fraud
Management must be vigilant in an ever-changing cyber environment as hackers become more creative and devious in their efforts.
Uptick in Q2 M&A Transaction Volume
PKF Investment Banking anticipates a three to four percent increase in deal volume for 2024 compared to 2023.
Sunsetting of the Tax Cuts and Jobs Act on December 31, 2025
Since proper estate planning can take time to execute, now is the time to formulate your strategy.
The Grass May Not be Greener for Expatriates Leaving the U.S. for Tax Relief
A growing number of U.S. citizens have relinquished their citizenships, with many long-term permanent residents also giving up their green cards.
New HOTMA Requirements Set for January 2025 – Are You Ready?
Starting January 1, 2025, compliance is mandatory, and any non-compliance will be reported as a finding and require corrective action.
Asset Sales: Purchase Price Allocation
There are major tax implications for both the buyer and seller based on the classification of each asset in an asset sale.
Refresher on Self-Dealing – Scenarios and FAQs
“Self-dealing” is any direct or indirect transaction between a private foundation and a disqualified person.
IRS Announces New ERC Voluntary Disclosure Program 2.0
The IRS announced on August 15 the reopening of its Voluntary Disclosure Program for taxpayers who now believe they have received the ERC erroneously.
School Bus Companies — Are You Leaving Money on the Table?
Electric buses can be expensive; there are numerous funding incentives and credits available to make the transition more cost effective.
Good News — Open ERC Claims on the Road to Resolution
The IRS announced on Thursday, August 8, 2024 updates on its handling of the remaining open Employee Retention Credit (ERC) claims.
Successful Transitions | The Value of Shareholder Agreements, ESOPs … and the Next Generation’s Search for Purpose
In this issue, learn how younger generations of prominent families are pursuing internal legitimacy as a path to a purposeful life.
Sharing Success Through an ESOP
ESOPs can provide significant benefits to shareholders, management and employees of privately-owned businesses.