The Pulse on the Economy and Capital Markets: Nov 8 – Nov 12, 2021

At a glance: Overall higher than expected inflation caused the stock market and bond market to decline while bitcoin and emerging markets increased last week. GE and Johnson & Johnson take significant action and break up their company’s structure. The ability to work remotely is reshaping the housing market and causing rent increases among warmer…

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Infrastructure Investment Jobs Act and Build Back Better Act: What’s in these Bills and the Impact on You and Your Business

At a glance: The Infrastructure Investment Jobs Act passed by Congress on November 5, 2021 has been sent to President Biden to sign. Learn about the incentives included and how they may benefit you and who will pay for the benefits. Learn about the new crypto filing requirements that will impact everyone involved in investing…

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The Pulse on the Economy and Capital Markets: Nov 1 – Nov 5, 2021

At a glance: Overall markets continued their impressive streak higher with smaller companies leading the way. The infrastructure bill is already benefitting smaller companies as US-focused small company stocks excelled last week. The strong jobs report highlights workers are coming back at about 20 percent higher than expected likely due to Covid-related support ending in…

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The Next Hurdle in your ERC Claim: Financial Reporting

At a glance: The main takeaway: Industry experts have recommended using the loss recovery model in response to widespread confusion about reporting the ERC in financial statements. Impact on your business: The loss recovery model means you can report ERC claims sooner and avoids any need to amend previous financial statements, but you must be certain in…

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What’s All the Talk About a $10 Million Tax-Free Capital Gain?

Shareholders in qualified small businesses (“QSBs”) may be eligible for a 100% tax exclusion due to an often-overlooked section of the Internal Revenue Code (“IRC”): Section 1202. This benefit can be critical in attracting capital investment or talented employees. Particularly with startups and technology companies, there is a huge potential advantage to founding shareholders, early…

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Will Your ERC Hold Up to an Audit?

At a glance: Contact Aprio today and learn how more about how our ERC team calculates and documents your credits all at once. The full story: Claiming the Employee Retention Credit (ERC) involves far more than just crunching numbers. Employers must navigate a complex web of qualification guidelines – such as qualified wages, employer size status, partial suspension, more than…

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The Pulse on the Economy and Capital Markets: September 13–17, 2021

At a glance: Last week, we continued to see weakness in stocks, while bonds outperformed — signaling that investors are looking for safe havens amid uncertainty. Outside of the markets, new surveys on small business sentiment put a light on some interesting emerging trends. Some additional points to note are: Nerves are high among investors,…

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4 Key Technology Trends for Real Estate in 2022

At a glance Schedule a free consultation with our team today The full story: A surprising outcome of the COVID-19 pandemic has been the mass adoption of technology by a wide range of industries and sectors — including real estate. As cases start to rise again globally, more property owners and operators, developers, builders and…

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5 Post-Pandemic Technology Upgrades Businesses Should Make

At a glance: Schedule a free consultation today. The full story: When the COVID-19 pandemic first swept the globe, businesses were put into a precarious position. With customers staying home and abiding by government-mandated lockdown orders, many businesses — especially those in the hospitality and retail sectors — scrambled to ensure service continuity and maintain…

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