Hot Topics / Insights
January202020
How Do the Sanders/Warren Wealth Tax Proposals Compare, Differ?
Adina Khan, CPA and Christopher Rullo, CPA 1.20.20 | Client Alert The wealth tax proposals of Democrats Bernie Sanders of Vermont and Elizabeth Warren of Massachusetts are among the more […]
January132020
Post-2025 Estate Clawback is Gone but Election Concerns Compel Action
Scott T. Ditman, CPA/PFS 1.13.20 | Client Alert Good news mixes with gathering clouds of uncertainty. On the positive side, final IRS regulations provide comfort to taxpayers interested in making […]
December122019
The End of LIBOR: What It Means for Your Business
John Fitzgerald, CPA 12.12.19 | Client Alert “Every firm that has exposure to LIBOR needs to prepare now for the risk—indeed, the likelihood—that LIBOR will cease in the near future.” […]
October102019
Ten Internal Control Practices to Safeguard Smaller Businesses
Alexander Moshinsky, CPA 10.10.19 | Client Alert It is common to think that only large companies with thousands of employees and multiple locations are challenged to protect their assets from […]
October082019
New Import Duties on Host of EU Products from Aircraft to Swiss Cheese
EFFECTIVE OCTOBER 18, 2019 The U.S. Trade Representative (USTR) continues to struggle with the European Union (EU) and certain member states over U.S. rights under the World Trade Organization. That […]
September192019
2019-20 Tax Planning Guide – Maximizing the Pros, Mitigating the Cons
Automatic Updates as Laws Change The opportunities and challenges of the Tax Cuts and Jobs Act (TCJA) continue to be pivotal to a taxpayer’s planning. Ongoing proposals for massive reform, […]
August152019
GDPR One Year in – Here to Stay and More to Come
Alexander Moshinsky, CPA 8.15.19 | Client Alert The General Data Protection Regulation (GDPR) of the European Union (EU) has been in effect for a little over a year — enforcement […]
August122019
Is the IRS Feeling GILTI? New Guidance and Potential Relief: Part 3
Lisa Goldman, CPA, TEP, M. Tax and Rebeccah Fontaine, J.D., LL.M. 8.12.19 | Client Alert Part 3 – Mechanics of GILTI – Coordination with Existing Rules In our concluding alert […]
August082019
Is the IRS Feeling GILTI? New Guidance, Potential Relief: Part 2
Lisa Goldman, CPA, TEP, M. Tax and Rebeccah Fontaine, J.D., LL.M. 8.8.19 | Client Alert Part 2 – High-Tax Exclusion In our ongoing examination of new IRS guidance on Global […]