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  • Federal Circuit Sides With Taxpayer in Extraterritorial Income Dispute June 19, 2018 The Court of Appeals for the Federal Circuit agreed with a film production company that it was entitled to transitional relief afforded by the American Jobs Creation Act (AJCA) for ...
  • Are You Ready for the New Not-for-Profit Reporting Standard? June 12, 2018 Starting in 2018, a new accounting standard goes into effect for charities, public universities and colleges, and other types of cultural, religious and trade-related not-for-profits. Accounting Standards Update (ASU) No. ...
  • FASB Clarifies Guidance on Collaborative Arrangements June 12, 2018 In April 2018, the Financial Accounting Standards Board (FASB) released for public comment a proposed amendment intended to clarify the scope of its standard for collaborative arrangements. If finalized, the ...
  • Auditor Independence: How the SEC Wants to Amend the Rules June 12, 2018 The Securities and Exchange Commission (SEC) recently proposed changes to its auditor independence rules. The proposal targets situations in which auditors are borrowing funds or issuing debt to accumulate working ...
  • Using Targeted Education to Narrow the Gender Gap in Retirement Savings May 28, 2018 In employment settings in which women save less for retirement than men, an aggressive educational program can help to narrow the gap. That’s the conclusion of a recent study from ...
  • Stem Plan Leakage by Upgrading Your 401(k) Loan Rules and Practices May 28, 2018 Has your 401(k) plan sprung a leak? If so, it’s better to patch it than just trying to paddle faster to get to shore. “Plan leakage” refers to participants allowing ...
  • Plan Documents: Be Proactive to Defuse Possible Landmines May 28, 2018 Sometimes overseeing a retirement plan might feel like navigating a minefield. With proper precautions, however, you can get through safely. Case in point: Making sure your plan is operating consistently ...
  • Is Your Retirement Plan Successful? May 28, 2018 Which Criteria Tell the Real Story If you gave your retirement plan a report card, what would it look like? Does it do the job of preparing your participants for retirement? ...
  • COMPLIANCE ALERT May 28, 2018 Upcoming compliance deadlines: 6/30*   Deadline for processing corrective distributions for failed actual deferral percentage / actual contribution percentage (ADP/ACP) tests from plans with eligible automatic contribution arrangement (EACA) without 10% excise ...
  • New Tax Act – Impact on Entertainment Deduction May 10, 2018 The Tax Cuts and Jobs Act is the most substantial tax law change since 1986. One area that taxpayers will feel a significant impact is with respect to meals and entertainment ...