Contact: Jay Laurila
The Tax Cuts and Jobs Act (TCJA), signed into law on December 22, 2017, makes several changes to existing tax laws that affect Regulated Investment Companies (RICs). The big headline items of T ...
Contact: Randy Myeroff
Planning for business succession is a vital discipline to help keep organizations running smoothly, and ideally thriving, from one regime to the next. Building a plan for the future boosts co ...
Contact: Tracy Monroe
It was awesome to speak on tax planning for individuals and businesses at the Ohio Society of CPA’s Cleveland Accounting Show this week. Like just about everyone, the group is anxiously awai ...
Contact: Peggy McCaffrey
In a no-action letter issued by the Securities and Exchange Commission (SEC) Division of Investment Management to Fidelity Management and Research Company in June 2016, the SEC provided tem ...
Author: Marie Brilmyer
When a nonprofit organization combines with one or more other nonprofits, using the proper accounting treatment depends on if it is deemed a merger or an acquisition. Generally Accepted Accounting ...
Author: Dennis Grady, Jr.
The technology industry has come a long way from the dot-com era of the mid-1990s to early 2000s. Since Silicon Valley’s rise to fame, research parks, technology centers, universities an ...
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