Recent Insights
08:53
Speakers: Christopher L. Lewis
Listen to our podcast to learn more on the Direct Recognition Variable Investment Plan (DR-VIP), a retirement plan with higher limits than a 401(k) & profit-sharing plan.
Article
November 2, 2021
Let us help you identify the best tax positions and opportunities for your company before year end while considering current tax law.
Alert
October 11, 2021
Find out more on proposed tax changes to be incorporated in the Build Back Better Act and an impact they could have on the private investment funds & sponsors.
Alert
September 16, 2021
As new COVID-19 guidance raises multiple questions, discover which the IRS answered with these filing and payment deadline FAQs.
Article
September 8, 2021
Learn about key tax considerations that tax-exempt organizations should consider to best manage UBI and comply with tax exemption requirements.
Article
August 12, 2021
With capital gains tax rate changes looming in Washington, learn more on controlling income recognition using a charitable trust.
Article
July 30, 2021
IRS extended tax relief for employer Leave-Based Donation Program (Notice 2021-42) supporting victims of the COVID-19 pandemic. Let us guide you forward.
06:55
Speakers: John T. H. Carpenter
Don’t miss the opportunity for PPP loan forgiveness! Find out when you need to apply for forgiveness & learn how the application process works.
Article
June 30, 2021
IRS issued final regulations under section 162(f). Find out more on tax reporting for government fines and penalties & contact us for more guidance.
Article
June 14, 2021
Learn more about acquisition transaction and what it means for the Special Purpose Acquisition Companies (SPACs) owners from a tax perspective.