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Washington Increases Enforcement of Premium Tax for Captive Insurers
Washington has heightened action against captive insurance companies that haven’t paid tax on premiums.
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Article
Key Strategies, Benefits, and Limitations When Making Charitable Donations
Charitable giving is part of estate planning and can provide rewarding experiences and significant donor benefits. Learn more.
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Article
California Not-for-Profits Could Lose Tax-Exempt Status If They Don’t File Form SI-100
Help your not-for-profit organization retain tax-exempt status by filing Form SI-100. Discover filing steps, deadlines, and penalties for failure to file.
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Article
How to Prepare Your Not-for-Profit Organization for a Government Shutdown
Government shutdowns can have significant negative impacts on not-for-profits, including financial uncertainty. Learn steps to help mitigate these effects.
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SEC Staff Amends Staff Accounting Bulletin Guidance for New Credit Losses Standard
Staff Accounting Bulletin 119 provides interpretive guidance for registrants engaged in lending activities subject to the new credit losses standard.
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FASB Clarifies the Accounting for Equity Securities and Certain Derivatives
FASB issued ASU 2020-01 to reduce diversity in practice and increase comparability of accounting for equity securities, equity method investments, and derivatives.
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Court Rules that Taxpayer’s Ownership Interest in a Manager-Managed California LLC Isn’t Considered “Doing Business”
The California Court of Appeal rejected the broad definition of “doing business” in Swart Enterprises Inc. v. Franchise Tax Board.
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Article
Hospitals Should Start Preparing Occupational Mix Data Now to Make the July 2017 Survey Deadline
Short-term, acute-care hospitals participating in Medicare need to collect and submit data on occupational mix of employees by July 1, 2017.
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Article
Key Steps to Take When Suspected Fraud Has Occurred in Your Tribal Organization
Learn how your tribe can be better prepared to respond to suspected fraud—and what steps to take when it happens.
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Article
Understanding How Changes to the 477 Program May Affect Your Tribe
Changes to the 477 program reduce administrative burden while giving tribes more flexibility to combine federal employment and training services.
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Alert
The GASB Changes Debt Disclosure Requirements
The GASB’s Statement No. 88 was issued to improve the consistency and usefulness of debt-related financial statement disclosures.
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Tax Reform: Impact on Individual Taxpayers
Individuals will need to consider the effects of President Trump’s tax reform in their 2017 income taxes.
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AICPA Issues Guidance on Audit Reports for Tribes and Other Government Entities that Prepare FASB Financial Statements
On July 25, 2017, the AICPA provided guidance on audit reports for tribes and government entities that prepare financial statements under the FASB.
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How to Prepare for the New Partnership Audit Rules
Learn about the IRS’s new partnership audit rules and the steps your partnership can take to prepare for its first filing under the new audit regime.
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Article
Evolving Family Offices Bring Opportunity to Find New Investors and Partners
Family offices founded by individuals with large sums of wealth have shown an increase in activity and appetite for diverse assets.
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Alert
Nearly $75 Million Available in March for California Competes Tax Credit Program
The California Competes Tax Credit will allocate $74.7 million during the next application round. Learn how to apply and stand out in the competitive process.
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Article
Five Key Steps for Completing Your Annual Financial Report On Time and Within Budget
Plan, prepare, and produce a clear and effective annual financial report shortly after fiscal year-end with these tips.
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Alert
Full Expensing of Fixed Assets Back in Play for Auto Dealers
Tax reform may let dealers expense 100% of fixed assets, but requires action on tax returns to avoid limiting future benefits.
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Article
The Difference between an Employee and an Independent Contractor—and Why It Matters
Learn how an April 2018 California Supreme Court ruling affects the categorization of employees and independent contractors for tax purposes.
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Benefits Estimate Request Form
Complete our Cost Segregation benefit estimate form for a complimentary analysis of how much you may be able to reclaim.
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