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Posts (83) August 4, 2020 Collective Investment Trusts – The Fastest Growing Investment Vehicle Within 401(k) Plans For almost a century, collective investment trusts (CITs) have played an important role in the markets. They were originally introduced in 1927. According to a 2020 study, they are now used in more than 70 percent ofplans.¹ For the vast majority of their existence, CITs were available only in defined benefit (DB) plans. In 1936,… Read More November 20, 2020 Annual Plan Audit: An Auditor’s Perspective Does your plan require an annual audit? If your eligible participant count (including terminated employees who maintain an account balance) exceeds 100 at the beginning of your plan will you be required to conduct a benefit plan audit including financial statements attached to the Form 5500 (the one exception is the *80-120 rule.) The audit… Read More November 5, 2019 What do High Net Worth Individuals Need to Know About Direct Investing? Direct investing can present some new and unique opportunities for high net worth individuals (HNWI) and families not typically available through wealth management firms. For example, you may be presented with legitimate investment opportunities through acquaintances; that’s fair and good. As more asset managers seek to get funding, they too, are opening their doors to… Read More November 21, 2019 How To Protect Your Nonprofit’s Credit Cards From Misuse If your nonprofit issues work credit cards to employees, make sure you have a policy that explicitly states how they can (and can’t) use them. Here are some best practices to follow. Read More November 20, 2019 What Is Your Taxpayer Filing Status? Should you file your tax return as a single person, a married couple filing jointly, a “head of household” or some other status? This explains what the federal tax filing statuses are and who can claim them. Read More November 21, 2019 Close-up On Pushdown Accounting For M&As It’s only natural to overlook accounting rule changes until they affect your company’s financial statements. So, you might not be aware of favorable changes to the post-M&A accounting rules, unless you’ve recently merged with or bought a business. Read More November 19, 2019 Considering Investing in Fintech Stocks? Here’s What You Need to Know Financial Technology (fintech) uses software, algorithms, analytical tools to develop platforms that both consumers and businesses can access to fulfill their financial needs online. It’s considered an emerging industry and has quickly matured into a global market powerhouse, but actually, the concept of consumers and businesses using web-based services to manage their finances isn’t new… Read More November 19, 2019 Accounting For Contributions And Grants Is Now Easier As a result of recent accounting guidance, your nonprofit may treat grants and similar contracts as contributions more often than it has in the past. Why? And what exactly are the new rules? Read More November 14, 2019 GAAP vs. Tax-Basis: Which Is Right For Your Business? U.S. Generally Accepted Accounting Principles have become more complex in recent years. And more GAAP changes are in the works. Here’s a simpler alternative that could provide relief for some private companies. Read More November 14, 2019 Is Investing in Government Bonds a Smart Move? Political turmoil is saturating financial market conditions. In the fall of 2018, US Treasury bonds experienced a yield rate inversion of five-year and three-year notes. They aren’t supposed to do that. The following summer, ten-year and five-year yields inverted as well—an unprecedented event by the standards of most bond market experts and the US government… Read More November 12, 2019 How IRS Passive Activity Loss Rules Can Impact You If it feels like the rules for accurately filing your taxes seem to keep changing, you’re not alone or going crazy, because they are. IRS rules get implemented through the legislative process, and they can, in fact, become modified, clarified, or expanded even after tax laws have taken effect. It’s a curious moving target to… Read More November 26, 2019 IRS Updates Rules For Mileage-Related Deductions Do you or your employees deduct transportation expenses for operating an automobile for business purposes? If so, learn about recent IRS guidance on optional standard mileage rates. Read More Load more Page 2 of 10«12345...10...»Last »
August 4, 2020 Collective Investment Trusts – The Fastest Growing Investment Vehicle Within 401(k) Plans For almost a century, collective investment trusts (CITs) have played an important role in the markets. They were originally introduced in 1927. According to a 2020 study, they are now used in more than 70 percent ofplans.¹ For the vast majority of their existence, CITs were available only in defined benefit (DB) plans. In 1936,… Read More
November 20, 2020 Annual Plan Audit: An Auditor’s Perspective Does your plan require an annual audit? If your eligible participant count (including terminated employees who maintain an account balance) exceeds 100 at the beginning of your plan will you be required to conduct a benefit plan audit including financial statements attached to the Form 5500 (the one exception is the *80-120 rule.) The audit… Read More
November 5, 2019 What do High Net Worth Individuals Need to Know About Direct Investing? Direct investing can present some new and unique opportunities for high net worth individuals (HNWI) and families not typically available through wealth management firms. For example, you may be presented with legitimate investment opportunities through acquaintances; that’s fair and good. As more asset managers seek to get funding, they too, are opening their doors to… Read More
November 21, 2019 How To Protect Your Nonprofit’s Credit Cards From Misuse If your nonprofit issues work credit cards to employees, make sure you have a policy that explicitly states how they can (and can’t) use them. Here are some best practices to follow. Read More
November 20, 2019 What Is Your Taxpayer Filing Status? Should you file your tax return as a single person, a married couple filing jointly, a “head of household” or some other status? This explains what the federal tax filing statuses are and who can claim them. Read More
November 21, 2019 Close-up On Pushdown Accounting For M&As It’s only natural to overlook accounting rule changes until they affect your company’s financial statements. So, you might not be aware of favorable changes to the post-M&A accounting rules, unless you’ve recently merged with or bought a business. Read More
November 19, 2019 Considering Investing in Fintech Stocks? Here’s What You Need to Know Financial Technology (fintech) uses software, algorithms, analytical tools to develop platforms that both consumers and businesses can access to fulfill their financial needs online. It’s considered an emerging industry and has quickly matured into a global market powerhouse, but actually, the concept of consumers and businesses using web-based services to manage their finances isn’t new… Read More
November 19, 2019 Accounting For Contributions And Grants Is Now Easier As a result of recent accounting guidance, your nonprofit may treat grants and similar contracts as contributions more often than it has in the past. Why? And what exactly are the new rules? Read More
November 14, 2019 GAAP vs. Tax-Basis: Which Is Right For Your Business? U.S. Generally Accepted Accounting Principles have become more complex in recent years. And more GAAP changes are in the works. Here’s a simpler alternative that could provide relief for some private companies. Read More
November 14, 2019 Is Investing in Government Bonds a Smart Move? Political turmoil is saturating financial market conditions. In the fall of 2018, US Treasury bonds experienced a yield rate inversion of five-year and three-year notes. They aren’t supposed to do that. The following summer, ten-year and five-year yields inverted as well—an unprecedented event by the standards of most bond market experts and the US government… Read More
November 12, 2019 How IRS Passive Activity Loss Rules Can Impact You If it feels like the rules for accurately filing your taxes seem to keep changing, you’re not alone or going crazy, because they are. IRS rules get implemented through the legislative process, and they can, in fact, become modified, clarified, or expanded even after tax laws have taken effect. It’s a curious moving target to… Read More
November 26, 2019 IRS Updates Rules For Mileage-Related Deductions Do you or your employees deduct transportation expenses for operating an automobile for business purposes? If so, learn about recent IRS guidance on optional standard mileage rates. Read More