ArticleProtect Your Financial Future—Your Best Retirement Asset Is YouYou insure your home, car and health against serious harm. United StatesWealth ManagementORBA
ArticleHealth Care Group Newsletter – Fall 2021In a rapidly changing health care industry, it pays to put all options on the table when considering improvements to your practice. Some of the ways your practice has traditionally...United StatesFood, Drugs, Healthcare, Life SciencesORBA
ArticleTreasury Department Proposes Regulations On Business Interest Expense LimitationThe IRS released temporary guidance about the new interest expense limitation in April. Now, proposed regulations have been published that significantly expand on the temporary guidance. United StatesFinance and BankingORBA
ArticleBusinesses Must Navigate Year-End Tax Planning With New Tax Laws Potentially On The HorizonThe end of the tax year is fast approaching for many businesses, but their ability to engage in traditional year-end planning may be hampered by the specter of looming tax legislation. United StatesTaxORBA
ArticleLearning The Basics Of The QBI Deduction For Pass-Through EntitiesThe Tax Cuts and Jobs Act (TCJA) decreases the federal income tax rate for C corporations to a flat 21%, starting in 2018.United StatesTaxORBA
ArticleOops, You Overfunded Your 529 PlanSome might consider it a good problem to have: Saving too much money for college. United StatesTaxORBA
ArticleTake Action Now To Reduce Your 2023 Income Tax Bill And Your Taxable EstateA number of factors are making 2023 a confounding tax planning year for many people. They include turbulent markets, stabilizing—but still high—interest rates and significant changes...United StatesTaxORBA
ArticleLease Accounting: Road To Compliance ChecklistWith the implementation of ASU 2016-02 (Topic 842, Leases) rapidly approaching for private companies and not-for-profit organizations, companies should forge ahead on the road to compliance.United StatesAccounting and AuditORBA
ArticleThe Employee Retention Credit And Deferral Of Employer Social Security TaxAs part of the recently enacted CARES Act, Eligible Employers can claim a refundable credit on their payroll tax returns of up to $5,000 per employee. United StatesEmployment and HRORBA
ArticleUnusual Year Steers Year-End Tax StrategiesLike so many things this year, the recommended practices for your annual year-end tax planning reflect the COVID-19 pandemic and its far-flung effects.United StatesTaxORBA
ArticleBusinesses: Act Now To Make The Most Out Of Bonus DepreciationThe Tax Cuts and Jobs Act (TCJA) significantly boosted the potential value of bonus depreciation for taxpayers — but only for a limited duration. The amount of first-year depreciation available...United StatesTaxORBA
ArticleThe Inflation Reduction Act Includes Wide-Ranging Tax ProvisionsThe U.S. Senate and House of Representatives have passed the Inflation Reduction Act (IRA), and President Biden has signed the bill into law.United StatesTaxORBA
ArticleThe IRS Warns Businesses About ERC ScamsThe airwaves and Internet are inundated these days with advertisements claiming that businesses are missing out on the lucrative Employee Retention Tax Credit (ERC).United StatesTaxORBA
ArticleTasks For A Successful Not-for-Profit Finance CommitteeA not-for-profit's finance committee oversees and keeps its board of directors apprised of the organization's overall financial health. This should be more than simply scanning financial reports.United StatesAccounting and AuditORBA
ArticleA Proactive Approach To Not-For-Profit Board Member ManagementA characteristic of a strong not-for-profit organization is an active board of directors that can support the organization in many ways—financially, with their time, and with the skills the members possess, both personally and professionally.United StatesCorporate/Commercial LawORBA
ArticleHow To Prepare For A Plan AuditIn most cases, the odds of receiving notice from the IRS or Department of Labor (DOL) stating that they plan to audit your retirement plan are slim. United StatesEmployment and HRORBA
ArticlePlan Sponsor Alert: Revisiting De-Risking OptionsThanks to better returns and an uptick in discount rates used to value plan liabilities, defined benefit plans' funding statuses have improved to some of their highest levels since the Great Recession. United StatesEmployment and HRORBA
ArticleWhat Needs To Be Done With Your Finances After Your Spouse DiesWhen a husband or wife passes away, it is a difficult time filled with uncertainty. The surviving spouse often feels overwhelmed and wonders what to do to get affairs in order.United StatesFamily and MatrimonialORBA
ArticleReal Fixer-Uppers: ETFs Drive Infrastructure ImprovementsMany of us have read or watched news reports about the poor conditions of our nation’s roads, electrical grids, airports, water supply plants and buildings. United StatesReal Estate and ConstructionORBA