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Key Cybersecurity Skills and Roles to Add to Your Organization

At a glance Level up your cyber approach: A crucial step to protecting your organization and improving company-wide security awareness…

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Qualifying for Section 1202: The IRS Provides Clarity on a Taxpayer’s Eligibility

At a glance The main takeaway: In a Chief Counsel Memo, the IRS concluded that a taxpayer’s business of facilitating…

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The Pulse on the Economy and Capital Markets: May 9 – 13, 2022

At a glance: This year started out as one of the worst in decades for stock and bond markets as…

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Governance: How Private Equity Firms Can Drive an ESG Focus from the Boardroom

At a glance Main Takeaway: In the final part of our series on ESG investing in private markets, we discuss…

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Top Anti-Money Laundering Best Practices for Jewelry Dealers

At a glance All that glitters isn’t gold: The jewelry business is ripe for money laundering. Jewelry dealers can reduce…

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Inflation Tax Planning for Companies with Inventory

At a glance The main takeaway: Consumers and businesses alike are facing inflation not seen in decades, with companies often…

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How a Fractional CFO Can Help Increase the Value of Your Business

At a glance Main takeaway: Navigating growth can be a challenge for any size company. Finding support on a fractional…

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Vertical Integration: Is it Right for Your Supply Chain?

At a glance Main takeaway: Companies are determined to control the future of their supply chain and are turning to…

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New York Expands Federal Income Tax Benefits for Certain Pass-Through Entity Owners

By: Jeff Glickman, SALT Partner At a glance The main takeaway: New York State enacted legislation amending the state’s pass-through…

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Ohio Court Rules that Charges for Accounting Software are Subject to Sales Tax

By: Jess Johannesen, SALT Senior Manager At a glance The main takeaway: A recent Ohio court opinion analyzed why a…

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North Carolina Provides Guidance on Application of Marketplace Facilitator Rules

By: Betsy Goldstein, SALT Manager At a glance The main takeaway: A private letter ruling in North Carolina illustrated that…

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Texas Supreme Court Rejects the “Receipt-Producing, End-Product Act” Sourcing Test

At a glance The main takeaway: Some taxpayers may be eligible for a refund after the Texas Supreme Court rejected…

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How to Develop the Right Transfer Pricing Strategy for Your Business

At a glance Take action before you do business abroad: From startups interested in expanding internationally to established multinational enterprises,…

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ESG Impacting Levers: How Private Equity Firms Can Drive Value Creation

At a glance Main Takeaway: In part two of our series on ESG investing in private markets, we discuss how…

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Signs Your Dental Office Needs Additional Hygiene Hours

At a glance Hygiene hours fuel growth: A strong hygiene department is a key element to the foundation of a…

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Discover How Treasury Optimization Helped an International Office Supplier Reduce Bank Fees by 45%

At a glance Take stock: There may come a point in your business’s growth trajectory in which you need to…

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The Pulse on the Economy and Capital Markets: April 11–15, 2022

At a glance Stock and bond markets continued to struggle, as investors focused on and grew more concerned about rising…

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The Supreme Court Reverses the Ruling of the Employee Retirement Plan Lawsuit Against Northwestern University

At a glance The main takeaway: The Supreme Court reversed the dismissal of the employee-led lawsuit against Northwestern University reaffirming…

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3 Ways to Create a Successful Remote Work Environment

At a glance Remote work is here to stay: Businesses must take note of remote work’s influence on the market…

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SECURE Act 2.0 Could Deliver a Major Overhaul to Retirement Savings Plans

At a glance The main takeaway: The Securing a Strong Retirement Act, also known as SECURE Act 2.0, could potentially…

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Three Ways a Change in Ownership can Impact ERC Value

At a glance The main takeaway: Companies involved in an acquisition or disposition during 2020 or 2021 have additional considerations…

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How a Top Furniture Business Found a New Bank on the Path to Growth

At a glance The main takeaway: When managing rapid growth, some businesses may need extra services and support than their…

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CalSavers Program: What California Businesses Should Know

At a glance The main takeaway: The CalSavers deadline for California businesses with more than five employees is approaching on…

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The Pulse on the Economy and Capital Markets: April 4 – 8, 2022

At a glance: We’re seeing markets decline as investors shy away from risk-driven investments in anticipation of the Federal Reserve’s…

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GILTI Planning for Closely Held Companies

At a glance The main takeaway: While more foreign income is now subject to current U.S. federal income tax after…

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Private Markets: It’s Time to Embrace ESG if You Want to Attract Assets

At a glance Main takeaway: Whether believers or skeptics, private markets need to embrace environmental, social and governance (ESG) initiatives…

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California Opinion Addresses Implications of Stock Sale and Election Under IRC 338(h)(10)

At a glance The main takeaway: The state of California determined that a sale of stock sale with an election…

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Virginia Ruled That Raw Materials Stored in State are Excluded from the Property Factor

At a glance The main takeaway: A taxpayer and the state of Virginia debated over the meaning of “used” as…

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Taxpayer’s Gross Receipts from Colocation Services are Subject to Washington B&O Tax

By: Jess Johannesen, SALT Senior Manager At a glance The main takeaway: The distinction between a taxpayer licensing the use…

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Colorado and Wisconsin Offer Conflicting Sales Tax Views of Taxpayer’s Online Learning Platform

By: Betsy Goldstein, SALT Manager At a glance The main takeaway: An online learning platform was subject to three different…

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The Pulse on the Economy and Capital Markets: March 21–25, 2022

At a glance In the markets, we’re seeing a recurrent storyline play out, with stock markets performing well globally and…

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Equity Incentives: A Way to Grow Your Healthcare IT Company

If you’re involved in a Healthcare IT startup, you’ve likely lost more than a night’s sleep worrying about your technology’s…

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Healthcare IT and HIPAA Compliance: Choosing the Right Level Information Risk Management

Compliance with HIPAA and the growing list of privacy and security standards is essential to the growth of Healthcare IT…

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Data Security Compliance ROI — What PE Investors Need to Know

At a glance: Compliance costs are relative to revenue: The cost of compliance reporting rises and falls across the four stages…

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4 Ways Restaurants Can Embrace ESG

At a glance The main takeaway: More restaurants are embracing environmental, social and governance (ESG) efforts to create a positive…

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If You Received Carried Interests, Profits Interest or a Promote – You Are Subject to a 3-Year Holding Rule

At a glance The main takeaway: The new regulations under Section 1061 impose a three-year hold on carried interests (also referred…

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ISO 27002 Update: What You Need to Know

At a glance The main takeaway: The ISO/IEC 27002 update, is an important standard that provides guidance on cybersecurity and…

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How to Survive The Great Resignation

At a glance The main takeaway: Though many headlines focus on the labor shortage The Great Resignation has created, there…

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Update: Federal Judge Rejects Motion to Halt the DOL’s 80/20 Rule for Tipped Employees

At a glance The main takeaway: A recent federal court case out of Texas aimed to block the DOL’s reinstated 80/20…

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Aligning Incentives to Drive ESG Strategies and Satisfy Investors

At a glance Make it personal to drive action: Boards are feeling the pressure to take a meaningful approach to environmental,…

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U.S. Tax Planning Opportunities for Bona Fide Residents of Puerto Rico

At a glance: The main takeaway: There are several lucrative tax benefits and incentives available to certain U.S. taxpayers who relocate…

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The Pulse on the Economy and Capital Markets: Feb 28 – Mar 4, 2022

At a glance: The geopolitical conflict between Ukraine and Russia is hitting the markets. Commodities, specifically oil and wheat, made…

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Accelerate Your Digital Strategy by Building a Sustainable Framework

At a glance The main takeaway: The foundation of a successful digital transformation strategy begins with establishing the core framework of…

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What’s in the Cards for Gaming? Watch Out for These Industry Disruptors

At a glance The main takeaway: Gaming has grown into a billion-dollar global industry, bringing both areas of opportunity and increased…

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Patch or Be Hacked

At a glance The main takeaway: A successful automated patching program needs to be augmented with a vulnerability management program that…

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Partnerships and S Corporations: What to Expect from Schedules K-2 and K-3

At a glance The main takeaway: Many partnerships and S corporations are required to submit a Schedule K-2 and K-3 when…

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The Pulse on the Economy and Capital Markets: Feb 21 – 25, 2022

At a glance: The invasion of Ukraine has resulted in another unstable week for the stock market. Investors hope the…

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Massachusetts SaaS Company Eligible for Single-Factor Apportionment as a Manufacturer

By: Betsy Goldstein, SALT Manager At a glance The main takeaway: A ruling in Massachusetts concluded that a company’s classification…

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