All Articles
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 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 Schedule a consultation with one of Aprio’s Transfer Pricing advisors. The full story: Is the volume of…
ESG Impacting Levers: How Private Equity Firms Can Drive Value Creation
At a glance Are you ready to build your social balance sheet? Contact our team for a free consultation. The…
Signs Your Dental Office Needs Additional Hygiene Hours
At a glance Schedule a consultation with Aprio The full story: “Should I hire another hygienist? Should I add more…
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…
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…
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…
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…
Update: Federal Judge Rejects Motion to Halt the DOL’s 80/20 Rule for Tipped Employees
At a glance Schedule a consultation with an Aprio advisor. The full story: At the end of last year, the United…
U.S. Tax Planning Opportunities for Bona Fide Residents of Puerto Rico
At a glance: Schedule a consultation today! The full story: Over the years, the Puerto Rican government has created several…
Accelerate Your Digital Strategy by Building a Sustainable Framework
At a glance Let’s discuss how Aprio can help accelerate your digital transformation journey. The full story: If you look back…
Buyer Beware: Individual 401(k) Plans
Individual 401(k) plans, aka solo(k)s, uni(k)s etc., have become very popular retirement vehicles for owner only businesses, with popular vendors…
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 Let’s discuss how Aprio can simplify your patch management. The full story: It’s easy for businesses of all…
GSA to Expand Startup Springboard to All MAS SINs
Written by Jennifer Aubel, Aprio and Damien C. Specht, Morrison & Foerster LLP Even though GSA’s Multiple Award Schedule (MAS)…
Partnerships and S Corporations: What to Expect from Schedules K-2 and K-3
At a glance Schedule a consultation with Aprio’s International Tax Team today. The full story: Over the summer, the Internal Revenue…
Multi-Level Marketer’s Web-Based Platform Not Subject to Sales Tax in New York
By: Aspen Fairchild, SALT Senior Associate At a glance The main takeaway: Businesses are continuously trying to keep up with…
New Jersey and California Modify Pass-Through Entity Tax Rules to Expand Benefits
By: Jeff Glickman, SALT Partner At a glance The main takeaway: New Jersey and California amended their pass-through entity (PTE)…
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…