All Articles
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…
Best Practices for Preparing For a Retirement Plan Audit
Are you feeling anxious about your retirement plan audit? As we kick off our benefit plan audit season, we thought…
GSA Seeks Industry Feedback on Draft Changes to Polaris
On May 13, 2022, the General Services Administration (GSA) posted proposed changes to the Polaris GWAC solicitation here. The original…
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…
Understanding Royalty Income and Qualified Corporate Sponsorships for Tax-Exempt Organizations
What is UBI and when is it taxable? While nonprofits are exempt from tax for activities that are in furtherance…
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 Schedule a free consultation today to learn more! The full story: In our June 2020 SALT newsletter,…
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,…
U.S. Supreme Court Denies Challenge to SALT Cap
On April 18, 2022, the United States Supreme Court denied to hear a case brought by New York, Maryland, Connecticut…
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…
Updates on Excess Tax-Exempt Organization Executive Compensation
The Tax Cuts and Jobs Act of 2017 added a 21 percent excise tax on tax-exempt organizations, including associations, that…
DCAA Labor Floor Check
If you have Government Cost-type contracts, you’re subject to labor floor-checks by the Defense Contract Audit Agency (DCAA). As often…
Discover How Treasury Optimization Helped an International Office Supplier Reduce Bank Fees by 45%
At a glance Schedule a consultation with an Aprio advisor. The full story: When was the last time you gave…
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…
Virginia Jumps on the SALT Workaround Bandwagon
Virginia has enacted legislation (Senate Bill 692) to implement an elective pass through entity (PTE) tax. The legislation also amends…
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…
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…
Polaris Delayed Almost Before it Got Started!
GSA has put the Polaris procurement on “hold” while they determine how to respond to industry comments (and possibly a…
Can You Outscore the Competition on Polaris?
The RFP for the Polaris small business pool GWAC has dropped and the proposal is due on May 13. GSA intends…
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…
Requirements for GSA’s Services MAC Start to Come into Focus
By: Jennifer Aubel In the last quarter, GSA released new information about its upcoming Services MAC (now called OASIS+) contract,…
California Opinion Addresses Implications of Stock Sale and Election Under IRC 338(h)(10)
At a glance Schedule a free consultation today to learn more! The full story: Recently, the California Office of Tax…
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 Schedule a free consultation today to learn more! The full story: In…
4 Ways Restaurants Can Embrace ESG
At a glance Schedule a consultation with an Aprio advisor! The full story: Over the past 10 years, companies across…
Get 3 Big Advantages with Strong Core Values
At a glance Main takeaway: Core values guide day-to-day behaviors both within your organization as well as interactions with clients…
GSA Makes it Easier to Increase Schedule Pricing in Response to Inflation Concerns
In response to inflation concerns, some GSA Schedule contractors have made decisions to remove items from their GSA Schedules contracts…
If You Received Carried Interests, Profits Interest or a Promote – You Are Subject to a 3-Year Holding Rule
At a glance Schedule a consultation with Aprio’s Tax Team today. The full story: In January of 2021, the Internal Revenue…
How to Survive The Great Resignation
At a glance Schedule a consultation with an Aprio advisor The full story: The Great Resignation is chugging along full…
ISO 27002 Update: What You Need to Know
At a glance Schedule a consultation today with one of Aprio’s Information Assurance professionals. The full story: On Feb 15,…
Reducing Fraud in Nonprofits
At a glance The main takeaway: The Association of Certified Fraud Examiners’ (ACFE) most recent fraud report includes many illuminating…
A Construction Customer’s Perspective to Accounting in the Cloud
Modernized accounting systems can help grow your business and give you insights for making major business decisions. While most modern…
The Pulse on the Economy and Capital Markets: Mar 7 – 11, 2022
At a glance Markets declined last week amid continued conflict in Ukraine and investors’ concerns about its widespread impact on…
Aligning Incentives to Drive ESG Strategies and Satisfy Investors
At a glance Are you ready to build your social balance sheet? Contact our team for a free consultation. The full…
Revenue Recognition for E-Learning Tools
Many nonprofits offer electronic learning tools to members and nonmembers. These can include items such as electronic textbooks, on-demand learning…