Changes to Employee Benefit Plan Auditor's Reports May Be on the Way

ERISA

By Todd Lucas

In January 2015, the Auditing Standards Board (ASB) created the Employee Benefit Plan Task Force (Task Force), whose goal was to improve the quality of ... read more >

Year-End Tax Savings Idea, First in a Series: Capital Gains Distributions - Be Aware and Take Action

Every year, mutual funds are required to distribute any net realized capital gains to their shareholders regardless of whether the fund had a positive ... read more >

SEC Chairwoman to Step Down

While last week’s presidential election results may have been a surprise to many, it is likely to be just the beginning of many more changes as we ... read more >

Time to Pay Attention to Congressional Tax Proposals

Government|Tax

By Mark Cobetto

For the past many years, there has been a steady stream of proposals regarding tax reform coming from Washington, D.C. Up until now, the proposals all ... read more >

What a Trump Presidency Means for the Estate Tax

When President-elect Donald Trump first rolled out his much-anticipated tax plan as a Presidential candidate earlier this year, his plan to eliminate the ... read more >

Bonus Depreciation on Facility Upgrades

Did you know that Congress recently expanded its definition of qualified property to which bonus depreciation can be applied? Starting in 2016, an improvement ... read more >

Taxation and Information Reporting for Foreign Trusts

The U.S. taxation and information reporting imposed on foreign trusts can be quite complex. A trust is the foreign trust if it is not the U.S. trust. A ... read more >