5 ESG Investment Benefits for Management

At a glance Investor expectations: In today’s rapidly changing climate, investors are demanding companies take an active approach towards implementing a robust ESG program. Sustainability matters: In a three-part series, we explore the case for ESG investing and the shift towards corporate social responsibility. Partner with ESG advisors: Aprio’s ESG team provides tangible support and resources to help…

Read More

The Pulse on the Economy and Capital Markets: Jan 31 – Feb 4, 2022

Stock chart

https://player.vimeo.com/video/674563774 At a glance: The markets continue to give us a lesson on what volatility looks like with Nasdaq up 3.4% on Monday and down 3.7% on Thursday In the bond market, the yield on the 10-year treasury rose to 1.9%, lowering the values of government and investment grade bonds. Meta Platforms (formerly Facebook) disappoints…

Read More

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…

Read More

What Upcoming Tax Legislation Might Mean For You, Your Business, and Your Estate Plan

At a glance The main takeaway: House and Senate Democrats are debating and modifying President Joe Biden’s tax proposals with a view toward passing legislation as part of the budget reconciliation process. Each of the competing proposals contain tax increases, including rate changes, new or restored limitations on deductions and the likelihood of increased IRS enforcement.…

Read More

Tax Update: New Guidance on New York’s Pass-Through Entity Tax Credit

At a glance The main takeaway: New York State just recently provided some additional guidance on its pass-through entity tax credit, including eligibility, election periods and estimated payments, among other areas. Impact on your business: It’s important to understand the key nuances of how the credit works, especially if you are an eligible partnership or S corporation.…

Read More

HHS Deems Provider Relief Fund Distributions Taxable

Announcement could affect healthcare practitioners’ tax liability Many medical providers have taken advantage of the Provider Relief Fund, a part of the CARES Act intended to cover certain expenses and lost revenues that healthcare practitioners have incurred as a result of COVID-19 (read our eligibility guidance here). On July 10, 2020, the Internal Revenue Service…

Read More

Webinar: Digital healthcare: Raising capital during COVID-19

  COVID-19 has caused investors to rethink valuations, payment terms and investment holding periods. Expect thorough financial and tax due diligence, an analysis of individual’s and team’s capabilities, business models (including products and growth opportunities), capital structure and the market potential. Watch the webinar now to gain an insider’s perspective on the market and how…

Read More