Resources

Resource Gallery

IRS issues guidance on 401(k) and 403(b) Plans

IRS issues guidance on 401(k) and 403(b) Plans

IRS guidance on the 15% maximum on automatic contributions, 401(k) and 403(b) plan safe harbor requirements, and plan loan offset rollovers.
PPP Loan Forgiveness and Tax Planning

PPP Loan Forgiveness and Tax Planning

Recent guidance from the IRS concerning PPP loan expense deductions may have a significant effect on when you apply for forgiveness and how to maximize your loan forgiveness amount. In this video, we will share the latest IRS guidance on expense deductions, their potential impact on the amount of forgiveness you may receive, and some basics of the loan application process.
The 2020 checklist

The 2020 checklist

Real estate investors are ready to close the books on 2020. Here are 10 smart moves for real estate investors to consider at year’s end.
PPP borrowers may need to extend returns and forgiveness applications

PPP borrowers may need to extend returns and forgiveness applications

PPP borrowers, especially fiscal year taxpayers, should consider extending tax returns and delay loan forgiveness filing (unless necessary).
Private equity deal-making surges, with gains in the middle market

Private equity deal-making surges, with gains in the middle market

After a quiet period set off by the coronavirus pandemic, private equity deal activity in the United States surged through mid-November
IRS releases final regulations on like-kind exchanges

IRS releases final regulations on like-kind exchanges

The final regulations broaden the definition of real property compared to the more restrictive definition in the proposed regulations.
IRS issues additional PPP deductibility guidance with safe harbor

IRS issues additional PPP deductibility guidance with safe harbor

IRS clarifies deduction disallowance for expenses funded by PPP and issues safe harbor for borrowers that forgo or are denied forgiveness.
2020 Year-End Tax Planning for Individuals

2020 Year-End Tax Planning for Individuals

As the end of the year approaches, it is important to consider strategies to lower your tax liabilities for 2020. In this video, we'll cover ten strategies that may help in reducing your tax bill.
2020 Year-End Tax Planning for Businesses

2020 Year-End Tax Planning for Businesses

As the end of the year approaches, it is important to consider strategies to lower your tax liabilities for 2020. In this video, we'll cover strategies that may help you reduce taxes on business income.
SBA publishes loan necessity questionnaire for PPP borrowers

SBA publishes loan necessity questionnaire for PPP borrowers

Borrowers (and affiliates) that have PPP Loans of $2 million or greater should be prepared to provide additional information to SBA.
Borrower’s accounting for debt restructurings and modifications

Borrower’s accounting for debt restructurings and modifications

A recent FASB Staff Educational Paper provides an overview of the accounting guidance for common debt modifications and exchanges.
Pairing a Pour-Over Will With Your Trust

Pairing a Pour-Over Will With Your Trust

Does your estate plan include a trust? If so, you should know about an estate planning tool called a Pour-Over Will which helps ensure that all assets are moved into a Trust after an individual's death.
IRS releases 2021 retirement plan limitations

IRS releases 2021 retirement plan limitations

Many limitations, including the 401(k) elective deferral limit for employee contributions, remain unchanged from 2020 levels.
IRS simplifies partnership tax capital reporting rules

IRS simplifies partnership tax capital reporting rules

In lieu of an in depth analysis, partnerships may utilize one of three ‘snapshot’ methods to comply with tax capital reporting requirements.
2020 year end tax considerations for businesses

2020 year end tax considerations for businesses

Tax planning opportunities for consideration in light of COVID-19, the resulting economic crisis, and evolving tax laws and regulations.