The idea of auditing a 401(k) plan can seem daunting and intimidating to some. In addition, as it is essentially a compliance requirement, few plan sponsors see much value in the audit. This OnDemand Webinar will explain in depth what is involved in the audit of a 401(k) plan. Gain insight into the...
A Primer on International Estate Planning
Individuals are increasingly “international” today – especially wealthy ones. More and more clients work or study abroad, own property in more than one country, find their spouses abroad and qualify as citizens or residents of multiple nations. All of this can subject clients to the competing property,...
A Tax Primer on Real Estate Investment Trusts
More than $375 billion are invested in approximately 180 publicly traded real estate investment trusts (or REITs). In addition, billions more are invested in privately held REITs. This OnDemand webinar will provide an introductory summary of the tax requirements REITs face in their formation and ongoing...
Advanced Records Management: The Intersection of Good Records Management and eDiscovery Preparedness
Effective records management can have an enormous impact on e-discovery preparedness and a corporation’s bottom line. While many corporations have established policies related to paper records, many of those same corporations have failed to update those policies to account for their rapidly increasing...
An Introduction to L3Cs: Low-Profit Limited Liability Companies
The current state of the economy has left many charities and businesses, all with great intentions, struggling for financial support. These organizations need to re-evaluate their business models to successfully adapt in this economic climate.
This OnDemand Webinar will provide advisors and business...
Board Governance
With increased scrutiny from legislators, the press and the public, it is imperative that tax-exempt organizations meet the best practices and requirements in terms of their organization and operation. Those involved with governing, guiding and counseling tax-exempt organizations need to be fully informed...
Cash Is King: Effective Cash Flow Management
A balance sheet is often described as a snapshot of your financial situation at a single point in time. (Think of it as the balance in your personal checking account.) An income statement summarizes revenue, expenses and net income for the entire year or other period of time. Both of these financial...
Circular 230 Update and Practitioner Regulation: Expansion of Scope and Clarifications
Tax preparers and advisors are increasingly burdened with expanded regulation and penalty exposure for themselves and their firms or institutions. Tax departments have moved from being a profit center to being a center for risk management. This OnDemand Webinar will help you understand the current requirements...
Commonly Encountered Sales and Use Tax Audit Issues, and Strategies to Defuse Them
States are becoming more aggressive as falling tax revenues constrain expenditures and force budget cuts. Business structures, products and services are increasingly complex with outcomes that don’t always fit neatly into vaguely worded and outdated statutes. Heightened audit activity, the states’ shifting...
Conservation Easement Tax Incentives
In the current challenging economic conditions, capital remains difficult for individuals and businesses to obtain to meet their working capital and business expansion needs. However, many businesses are unaware that they may already be holding valuable tax assets that can be utilized to generate positive...
