Industry Insights

Insights Menu

firm news

audit articles

employee benefit plan articles

tax articles

international tax articles

Our insights are geared to keep you informed on the most relevant topics in your industry. We are your knowledge resource for information on:

Audit
Employee Benefit Plans
Tax
International Tax

 

Receive Industry Insights

 

All Industry Insight Articles

  • Global Convergence Project: U.S. GAAP Is Alive and Well January 9, 2019 Once upon a time, financial reporting professionals expected the Securities and Exchange Commission (SEC) to publish a rule that would allow — or force — U.S. public companies to use ...
  • Reporting the Effects of Tax Reform January 9, 2019 The Financial Accounting Standards Board (FASB) continues to monitor how companies and their auditors are tackling the financial reporting ramifications of the major new provisions of the Tax Cuts and ...
  • COMPLIANCE ALERT December 18, 2018 Upcoming compliance deadlines: 12/31   Deadline for making required minimum distributions for 2018 12/31   Deadline for making corrective distributions for failed 2017 actual deferral percentage (ADP) and actual contribution percentage (ACP) tests ...
  • What To Do If You Inadvertently Blow Through 415(c) Limits December 18, 2018 What happens if your plan allocates too much money to a plan participant’s 401(k) account in a given year? The IRS recently addressed that issue in its periodic “fixing common ...
  • Not Planning for Early Retirement Threatens Employees’ Financial Security December 18, 2018 Employees often are unfazed by retirement calculators or other recommendations telling them they’ll need to step up the pace of their retirement savings to retire at a “normal” age. The ...
  • Is There a “MEP” in Your Future? December 18, 2018 Streamlined retirement plan model under review For small employers, the costs of administering a retirement plan can be intimidating. Legislation in Washington could provide some relief — particularly for very ...
  • It May Be Time To Offer A Self-Directed Brokerage Account Option December 18, 2018 Self-directed brokerage accounts (SDBAs) within a 401(k) plan typically offer participants the ultimate investment smorgasbord: a virtually unlimited selection of stocks, bonds, exchange traded funds (ETFs), and mutual funds to ...
  • User Fee Increases for Some U.S. Residency Certification Requests November 20, 2018 The user fee for processing residency certification made on Form 8802 (“Application for United States Residency Certification”) is increasing from $85 to $185 for nonindividual taxpayers. This is effective for ...
  • IRS Advises Taxpayer on Verifying Proper PFIC Reporting November 20, 2018 In an Information Letter, the IRS has advised a taxpayer, who sold his interest in a passive foreign investment company (PFIC), on the steps to take to verify that he’d ...
  • IRS Reminds Certain Entities of Deadline or 2018 QI/WP/WT Agreements November 20, 2018 The IRS issued a reminder that the deadline for 2018 status applications for all Qualified Intermediary (QI) entities (including Qualified Derivatives Dealer), Withholding Foreign Partnerships (WPs) and Withholding Foreign Trusts ...