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Member Articles


Back to Insights How are Spot Bitcoin ETFs Taxed?

On January 10, 2024, the SEC approved the listing and trading of 11 spot bitcoin exchange-traded products. These products, known as spot bitcoin ETFs, began trading on January 11, 2024. Now that they are officially on th ...

New Calculation Method May Result in Fewer Employee Benefit Plan Audits Moving Forward

In February 2023, the Department of Labor, IRS and Pension Benefit Guaranty Corporation jointly released Federal Register notices that announced changes to the 2023 Form 5500. Among these changes for defined contribution ...

Is Your Business Upskilling Employees with the Ohio TechCred Program?

Undoubtedly, businesses have experienced a plethora of major disruptions over the past few years, including accelerated labor market challenges. The shortage of skilled workers coupled with ongoing inflation is forcing e ...

IRS Announces ERC Claim Withdrawal Process

On Thursday, October 19, 2023, the IRS released the process for certain taxpayers who wish to withdraw previously filed ERC claims. This comes on the heels of the IRS announcement last month that they were halting the pr ...

Important Taxation Updates for S Corporations and Their Shareholders

Legislation, court cases and IRS guidance over the past 12 months have directly impacted the tax landscape for S corporations and their shareholders. Jonathan Williamson contributed to a recent AICPA Tax Adviser article, ...

6 Essential Questions Audit Committees Should Be Asking Their Auditors

As an audit committee member, it is crucial to understand your role in ensuring the quality and reliability of your fund's financial reporting. The Public Company Accounting Oversight Board (PCAOB) has provided a new sta ...

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