Year End Alert - New Form W-8-BEN-E

This article was coauthored by Ken Kobayashi and Cynthia Hoffman. Form W-8 BEN-E, Certificate of Status of Beneficial Owner for United States Tax Withholding ... read more >

IRS Releases 2015 Inflation Adjustment Amounts


By Kristen Sorice

Each year, the IRS adjusts certain tax provisions, tax tables, and other tax items for inflation. On October 31, 2014, the IRS released Rev. Proc. 2014-61, ... read more >

What Happens in Vegas Doesn't Always Stay in Vegas: The AICPA National Auto Dealership Conference


By Jason Pierce

Now that I have your attention, several members from the Schneider Downs Auto Dealer Advisors Group attended the 2014 AICPA National Auto Dealership Conference, ... read more >

New Intangible Drilling Costs (IDC) Treatment for Pennsylvania in 2014

For many years, calculating the proper Intangible Drilling Costs (IDC) deduction for Pennsylvania income tax purposes has been unclear and difficult. Recently, ... read more >

Timely Distribution of Annual Safe Harbor Notices

Under Internal Revenue Service (IRS) guidelines, plan sponsors that offer “safe harbor” contributions within their qualified retirement plans ... read more >

Pennsylvania Issues Guidance on Realty Transfer Tax Rules

The Pennsylvania Department of Revenue issued Information Notice: Realty Transfer Tax 2014-01 ("Notice") to provide guidance regarding the changes ... read more >

U.S. Taxpayers with Certain Canadian Retirement Plans Get Simplification

The IRS has simplified the procedures for electing U.S. tax deferral for Canadian Registered Retirement Plans (RRSPs and RRIFs) by eliminating the requirement ... read more >

The Challenges Facing ERISA and Future Retirees


By Lara Fuller

How did September 2, 1974 change retirement plans for Americans? It was on that date that The Employee Retirement Income Security Act (ERISA) was signed ... read more >