Insights

The IRS has begun issuing Advisory and Opinion Letters approving prototype and volume submitter plan documents for Section 403(b) plans. Several vendors who provide document preparation services have announced that they have received the necessary approval from the IRS to prepare and issue these plan documents.

On Thursday, May 4, 2017, the House of Representatives voted to approve the American Health Care Act (AHCA), H.R. 1628, by a slim margin vote of 217 to 213. If enacted, the AHCA would repeal and replace major pieces of the Patient Protection and Affordable Care Act.

Can states ignore a U. S. Supreme Court decision in order to raise additional tax revenue?

Gary Cohn, Director of the National Economic Council, and Steven Mnuchin, Secretary of the Treasury, unveiled a high-level overview of President Trump’s tax plan.

We recently completed our annual survey of private equity groups in the Northeast and Mid-Atlantic (fund size under $1 billion) and some interesting things emerged.

By now, advisers and others within the investment community are familiar to some degree with the amendments to Rule 206(4)-2 under the Investment Advisers Act of 1940 (the “Custody Rule” or the “Rule”).

In the last 30 years, perhaps the most contentious New York corporate tax issue centered on which entities should be included in a New York combined return.

By Gemma Leddy, CPA Anyone close to the family office world knows the operational landscape has changed dramatically over the last […]

Private equity firms, lenders, lawyers and other interested parties conduct due diligence to kick the tires on a potential transaction or target acquisition.