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Follow these steps to help clarify your organization’s objectives and set the stage for a more successful M&A transaction process.

Health care, M&A, mergers and acquisitions, M&A planning
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Article

Are you prepared to transition the ownership of your business? Consider these five fundamental questions as you develop your succession plan.

Succession planning, construction, estate planning, business financial planning, personal financial planning, management succession, estate planning, ownership transition
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Article

Learn how international tax law—including noncompliance penalties and changing BEPS regulations—could affect your expanding business.

International tax, TSG, OECD, withholding tax, consumption tax, VAT, value-added tax, country by country reporting, BEPS, transfer pricing, Christine Ballard, Roy Deaver
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Article

Learn about a recent IRS ruling on whether consulting services provided to other not-for-profits are subject to unrestricted business income tax.

Not-for-profit, unrelated business income, UBI, Emina Cresswell, PLR 201701002, not-for-profit consulting services, technical service assistance
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Article

We outline restrictions on lobbying and political activities for not-for-profits and share how to manage risk to keep their tax-exempt status intact.

Lobbying, not-for-profit, political activity, 501(c)(3), 501(c)(4), 501(c)(5), 501(c)(6), tax-exempt, IRC Section 527, Form 990, segregated funds, nonconnected committees, FEC
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Article

Learn about potential legislation that could affect college and university endowment spending, tuition fees, and Form 990 disclosures.

REDUCE Act, ACCESS Act, PLAN Act, endowment, tuition hikes, tuition fees, Tom Reed, legislation, not-for-profit, Patty Mayer, higher ed
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Article

Growth continues as foreign markets accelerate, but volatility could increase in 2017. We give an overview of Q1 and what to expect in our Insight.

Economic forecast, China trade, Brexit, volatility, Trump, tax reform, health care reform, Republicans, Europe, Japan, emerging markets, bond markets, interest rates
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Article

Learn how a benefit claims audit serves as a cost containment strategy to help ensure your company isn’t losing money to improperly paid claims.

claims audit, self-funded health plan, best practice, cost containment, cost overruns, medical claims, pharmacy claims, dependent claims, Will Norris, Francis Orejudos
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Article

Private foundations considering grants can follow these guidelines for planning a personal visit to gain insight from prospective beneficiaries.

private foundation, not-for-profit, nonprofit, grants, grantee site visit, Patty Mayer, foundations
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Article

We offer insight on how not-for-profit investment strategies might be affected by the Trump administration’s evolving agenda.

President Trump, Donald Trump, not-for-profit, nonprofit, investment strategy, economy, global economy, foundations, private foundations, public foundations
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Article

The IRS offers new guidance for private foundations on classifying expenses that might fall under qualifying distributions.

private foundations, qualifying distributions, expenses, charity, charitable organizations, exemption, IRS guidelines, administrative exemptions
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Article

Compensation arrangements have been a focus of IRS scrutiny. We offer some steps for foundations to maintain compliance.

foundations, compensation, compensation setting, private foundations, not-for-profit, nonprofit, board members
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Article

An overhaul of not-for-profit financial reporting guidance offers flexibility in the way not-for-profits present operating cash flow.

Not-for-profit, accounting standards, FASB, statement of cash flows, cash flows, financial statements, financial reporting, ASU 2016-14, Katherine Jackson, operating costs
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Article

Our 2017 Q1 update covers tax reform under Trump and other issues for companies in tech, clean tech, life sciences, and communications and media.

Technology, clean technology, tech, life science, communications, tax planning, tax reform, tax code, VAT, FBAR, IC-DISC, partnership, border adjustment tax
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Article

Learn what an information security governance program is and how to implement one to protect your business from cyberthreats.

Information security governance, IT, cyberthreats, risks, ISO, COSO, security breach, cybersecurity, Brandon Gunter, information technology
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Article

We provide a five-step approach for implementing GASB Statement No. 72 and guidance on drafting the required disclosures.

GASB Statement No. 72, fair value, fair value source, Kory Hoggan, valuation methodology
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Article

An overview of new reporting requirements for liquidity, liquidity risk, and availability of resources and how not-for-profits can prepare.

FASB, not-for-profit, nonprofit, financial reporting, ASU, ASC 958-205, ASU 2016-14, Topic 958, liquidity, Danielle O’Connor
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Article

These five tips help long-term care providers discover benefits in the tax code that may lead to savings.

long-term care, section 179D, cost segregation, cost seg, tangible property, TPR, fixed asset scrub, tax planning, depreciation, building improvements
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Article

Provide input on alternative recognition approaches under review in the GASB’s reporting model project for governmental fund financial statements.

Tribes, GASB, financial reporting model, recognition approaches, Statement No. 34, invitation to comment, ITC, governmental financial statements, Ryan Luetkemeyer
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Article

Tracking key performance indicators that drive growth isn’t easy. Learn some key steps to streamline your process and unlock insight.

key performance indicators, loren den herder, KPI, data management, business management, information management, metrics, IT
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Article

An overview of how the Medicaid program works, Medicaid expansion, and congressional Republicans’ proposed solutions.

Medicaid, ACA repeal, Trumpcare, Affordable Care Act, Medicaid expansion, health care, hospitals, Republicans, Trump presidency, Tony Andrade, Chris Bell
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Article

Rule 193 changes in Washington State may leave buyers and sellers open to business and occupation and retail sales taxes.

SALT, TSG, Jennifer Young, Adam Cline, 193 determination, tangible personal property, B&O tax, Washington
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Article

A newly released standard requires not-for-profits to change the way they present their investment return and expenses.

FASB, not-for-profit, nonprofit, financial reporting, ASU, ASC 958-205, ASU 2016-14, Topic 958, investment return, investment expenses
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202 resources matching your criteria