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Challenges with Rehired Employees in Retirement Plans
The treatment of rehired employees in retirement benefit plans can be confusing. The main issue most plan sponsors face is…
Aprio’s End of Year Tax Update
December 2022 Dear Reader, Aprio is privileged to offer our year-end tax planning guide for your consideration and use. Year-end…
Executive Compensation Limit for 2023
Executive Compensation Limit for 2023 The Executive Compensation limit for government contractors, as established by Section 702 of the Bipartisan…
Year-End Personal Financial Planning Tips for Dentists
At a glance Schedule your consultation with Aprio today The full story: The holiday season can be hectic for dental…
Affordable Housing Developers: Key Updates About State Pass-Through Entity Tax Elections
At a glance Schedule a consultation with Aprio The full story: The tax world has been buzzing about pass-through entity…
Supply Chains: Leveraging Blockchain can Enhance Transparency
At a glance Schedule a consultation with Aprio today. The full story: Supply chain management is essential to the smooth…
Action Items D.C. Metropolitan Restaurant Owners Should Take Before Year-End
As 2022 is coming near a close, it is time for restaurant owners in the Washington D.C. metropolitan area to…
Ready to Buy a New Restaurant? Consider 3 Factors First
At a glance Schedule a consultation with Aprio today The full story: Your restaurant is your livelihood and an extension…
Key Cybersecurity Best Practices for Restaurateurs
At a glance Schedule a consultation with Aprio The full story: Did you know that one of the most dangerous…
4 Flexible Recruiting Solutions for Growing Businesses
At a glance Schedule a consultation with Aprio today The full story: Organizations, particularly startups, that experience rapid or hyper-growth…
R&D Road Trip: Exploring the 37 State R&D Tax Credits
At a glance The full story: The Federal Research and Development (R&D) Tax Credit offers a valuable incentive to eligible…
How Dentists Can Avoid Costly Audit Mistakes
At a glance Schedule a consultation with Aprio today The full story: The word, “audit,” can strike fear in the…
When are U.S. Government Contractors Eligible for the R&D Tax Credit?
At a glance The full story: Many companies often incorrectly assume that any work performed as part of the scope…
Making the 13-Week Cash Flow Model Work for Your Business
At a glance Don’t go at it alone. Schedule a consultation today with an Aprio cash flow professional and obtain…
4 Steps to Position Your Dental Associate for Success
At a glance Schedule a consultation with Aprio today The full story: You will reach many milestones in your journey…
Create Value in Your Company with an ESG Lifestyle Change
At a glance Are you ready to start your ESG journey? Contact our team for a complimentary consultation. The full…
6 Manufacturing Insights from Q4 2022 and What They Mean for You
As the US heads into an economic slowdown, overall manufacturing conditions are weakening as ISM indices are showing a reduction…
Up to $26K Per Employee! What’s the Catch with the ERC?
At a glance The full story: In the mail. On the radio. In your Facebook feed. Ads for the employee…
Critical Decision: State Pass-Through Entity Tax Elections
At a glance Schedule a consultation with Aprio The full story: Over the past year, we have been following the…
2023 Welfare Benefit Plan Contribution Limits
The IRS recently released in Revenue Procedure 2022-38 the 2023 annual contribution limits for welfare benefit plans. The updated limits…
Substantial Employee Retention Tax Credits Remain At Large
In response to the pandemic, the Employee Retention Credit (ERC) was created under the CARES Act in March 2020. The…
Louisiana Allows Software Developer to Use Manufacturer’s Apportionment Formula
By: Jess Johannesen, SALT Senior Manager At a glance Schedule a free consultation today to learn more! The full story:…
Wisconsin Requires Nonresident Withholding in Year of Income Despite Prior Year Losses
By: Jeff Glickman, SALT Partner At a glance Schedule a free consultation today to learn more! The full story: When…
Pennsylvania Rules that Presence of Amazon FBA Seller’s Inventory Does Not Create Nexus
By: Aspen Fairchild, SALT Senior Associate At a glance Schedule a free consultation today to learn more! The full story:…
4 Priorities for Business Leaders in the First 100 Days Following an Acquisition
At a glance Schedule a consultation with our team to start building your plan! The full story: After months of…
Want to Give Your Team a Holiday Bonus? Beware of Payroll Tax Risks
At a glance The main takeaway: Many dental practice owners offer cash or checks to their employees during the holiday…
Should Your Business Launch an NFT?
At a glance Main takeaway: Non-fungible tokens (NFTs) are one of the many emerging technologies coming out of the growing…
2023 Dollar Limits on Compensation and Benefits Announced
The Internal Revenue Service has announced the 2023 cost-of-living adjustments for various limits affecting employee benefit plans. The more common…
How Affordable Housing Developers Can Mitigate Ransomware Threats
At a glance Schedule a consultation with Aprio today The full story: Ransomware continues to be one of the fastest-growing…
Final Ruling on Beneficial Ownership Information Reporting – What You Need to Know
At a glance The main takeaway: The Financial Crimes Enforcement Network (FinCEN) issued a final ruling that will require certain…
The SBA Proposes to Change the Rules for Size & Status Bid Protests
The SBA Proposes to Change The Rules for Size & Status Bid Protests. In many cases, either intentionally or inadvertently,…
The End Game: Critical Steps to Prepare Your Dental Practice for a Transition
At a glance Put your financial house in order: Dentists must ensure their financial statements are clean, accurate and consistent…
Will Claiming the R&D Credit Result in an Audit?
At a glance The main takeaway: Claiming the R&D credit on a timely-filed return will not automatically trigger an audit,…
HR Teams: 5 Remote Recruiting Improvements to Make
At a glance Schedule a consultation with Aprio today The full story: In the two-and-a-half years that have passed since…
Texas Rules that Net Proceeds from Inventory Hedging Transactions are Included in Apportionment
By: Aspen Fairchild, SALT Senior Associate At a glance The main takeaway: In Texas, taxpayers are required to include the…
Another California Case Addresses an LLC’s Liability for the State’s Annual LLC Tax
By: Betsy Goldstein, SALT Manager At a glance The main takeaway: If your LLC owns a non-managing, minority interest in…
New York City Enacts Economic Nexus for Corporate Income Tax and Moves Up PTE Effective Date
By: Jeff Glickman, SALT Partner At a glance The main takeaway: Recent legislation amended New York City’s tax code to…
Oregon Rules that Taxpayer’s Activity Exceeded Protection of Public Law 86-272
By Jess Johannesen, SALT Senior Manager At a glance The main takeaway: An Oregon Tax Court case addresses certain activities…
Case Study: Tax Savings with Transfer Pricing & Compliance Solutions
About the Client: Aprio engaged an international supply chain logistics company that specializes in the warehousing space and is based…
Activist Investors Who are Shaking Up Public Markets
At a glance Are you ready to build your social balance sheet? Contact our team for a free consultation. The…
The Inflation Reduction Act – What US Companies and Individual Taxpayers Need to Know
At a glance The main takeaway: On August 16, 2022, President Biden signed the Inflation Reduction Act into law. The $750…
Taxpayers – Act Fast if You Want to Benefit from the IRS COVID-Related Penalty Relief
At a glance The main takeaway: On August 24, 2022, the IRS announced it will waive failure to file penalties for…
IRS Expands Digital Asset Question on Draft Version of 2022 Form 1040
At a glance Main takeaway: For tax year 2022, the IRS seeks to expand Form 1040 reporting to require disclosure…
Dentists: 7 Steps to Create a Legacy That’s Built to Last
At a glance The main takeaway: Many dentists are preoccupied with the here and now of running their practices, but…
To Sell or Not to Sell? Best Practices for Assessing a DSO Offer
At a glance Schedule a consultation with Aprio today The full story: Two things might be happening in your dental…
Case Study: Optimizing Tax Efficiency and Restaurant Operations Using Transfer Pricing
About the Client: Aprio partnered with a successful restaurant group based in New York City. With its collection of fine…
Texas Issues Sales Tax Guidance on Taxpayer’s Online Learning Platform
By: Betsy Goldstein, SALT Manager At a glance The main takeaway: Texas joins other states that have provided sales tax…
Kentucky Joins States Taxing SaaS and Pennsylvania Codified Income Tax Economic Nexus
By: Aspen Fairchild, SALT Senior Associate At a glance Schedule a free consultation today to learn more! The full story:…