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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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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,…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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,…
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…
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…
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…
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…
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…
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…
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…
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…