Insights
Legitimacy: The Fuel Behind Success
With Russ Haworth and researchers from The University of Adelaide, we uncovered the importance of focusing on internal legitimacy.
U.S. Food & Beverage Industry Update – Q2 2024
The food and beverage sector remained active during the second quarter of 2024 with mergers and acquisitions (M&A) transactions completed across various segments, including snacks, bakery, meats/protein and ingredients, among others.
Getting a Jump on Year-End Tax Planning Pays Off
For private foundations with calendar year-ends, this is a great time to consider getting a head start on year-end tax planning.
What Happens If You Have a Shareholders’ Agreement … and What Happens If You Don’t?
We see shareholders’ agreements as important tools for safeguarding the interests of all shareholders.
Get Your Privacy Program Ready as Six Additional States Adopt New Laws
Almost all the new laws have controls over the ability of residents to regulate the use of their personal data.
IRS Announces Its Position for Taxpayers That Sell Marijuana
This IRS announcement indicated that its position will remain until a final rule is published by the Justice Department (DOJ) permanently excluding marijuana from Schedule I Controlled Substance status.
Employee Benefit Plans Alert | Summer 2024
This summer 2024 edition of Employee Benefit Plans Alert focuses on the following topics: Stock Repurchase Excise Tax, Form 5500 Changes for 2023 Plan Year Reporting and Guidance on New Exceptions to the 10% Additional Tax under Section 72(t).
Is a 529 Educational Savings Plan Right for You?
529 Plans were created over 25 years ago and their purpose and benefits have stood the test of time, continuing to help families ease the burden of paying for rising educational costs.
Sale of a C Corporation – Buy and Sell Tax Implications for Stock & Asset Sales
There can be major tax implications for both the buyer and seller based on the structure of a sale of a C corporation.
Affordable Housing in New York Catches a (Tax) Break
Program 485x is now included in the NY State 2025 Budget to help calm the crisis and boost incentive to build affordable housing again.
Supreme Court Upholds Tax on Foreign Profits, Upends Deference to Government Agencies
The Supreme Court recently issued decisions in two key cases with big impacts for the tax landscape in the U.S. – Loper Bright Enterprises v. Raimondo and Moore v. United States.
SEC Risk Alert – Key Takeaways for Broker-Dealers Subject to Examination
The Alert details the selection process and provides insight into the types of documents and evidence that may be requested.