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Insights

Recent Insights

Article

February 28, 2022

IRS releases more guidance for Schedules K-2 and K-3. See if your partnership or S corporation may qualify for this new limited exception to filing Schedules K-2 and K-3.

Article

March 1, 2022

We provide guidance on Beneficial Ownership Information Reporting for Closely Held Businesses. Learn about BOI reporting, who must file a report & more.

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Podcast

February 2, 2022

41:08

Speakers: Brooks E. Nelson, Sarah McGregor

Listen to our podcast to hear about the big events in the tax world during 2021 and the tax trends we expect to see continue in 2022.

Article

January 27, 2022

Learn about the rules of disguised sales of property by a partner to a partnership and the exception for reimbursed preformation expenditures.

Article

January 6, 2022

See the financial limitations set by the SBA's 8(a) program & how 8(a) owners should manage operations to remain under set limitations.

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Alert

January 10, 2022

Learn how the Tax Cuts and Jobs Act (TCJA) changes the way personal casualty and theft loss are handled.

Tax Beat Podcast thumbnail

Podcast

December 16, 2021

43:58

Speakers: Brooks E. Nelson, Sarah McGregor, Michael Elliot, Barry Weins

Listen to our podcast as we discuss 2021 federal guidance and court cases that have an impact on closely held businesses and their owners.

Article

December 15, 2021

The IRS released three revenue procedures for Paycheck Protection Program (PPP) loans regarding timing issues, allocation issues and amended returns. Learn more now.

Article

December 14, 2021

Get more guidance on 2021 and 2022 business income tax deductions for 100% of the food or beverage expenses (Notice 2021-25 and Notice 2021-63).

Article

December 14, 2021

See IIJA’s new tax reporting requirements of cryptocurrency transactions occurring after December 31, 2022. Contact Cherry Bekaert for help.