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Tax Considerations for Private Equity Funds and Investors
Written by Jeff Bilsky and Verenda Graham. The federal income tax rules that apply to private equity funds and investors have been the subject of much debate, mainly due to
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2022 Alabama Unemployment Tax Rate Notices
What’s happening? The Alabama Department of Revenue has started releasing 2022 Tax Rate Notices. Alabama no longer mails paper copies of these notices, so employers who are subject to Alabama
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One of the many challenges in any deal negotiation is for the buyer and seller to reach an agreement on the purchase price. This is especially true during times of
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The White House Submits Its 2023 $5.8 Trillion Budget Proposal
On Monday, March 28, 2022, President Biden submitted his budget proposal to Congress for the 2023 fiscal year. The budget would reduce the national deficit by approximately $1 trillion over
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If You Require an EBP Audit, Changes Are Coming
If your company’s employee benefit plan (EBP) is required to have an annual audit performed under ERISA, particularly if you have a limited scope audit, please note that your audit
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K-2/K-3 Filing Requirements
By: Cooper Melvin, JD, CPA Taxpayers owning an interest in certain partnerships or S corporations may have noticed additional information in the Schedule K-1 package for 2021 regarding international tax
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Professional Services Companies Capitalize on M&A Opportunities
The professional services industry is built on the exchange of ideas and the provision of guidance. Though not immune to the pitfalls that can impact any industry, such as lack
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Update on Electing Pass-Through Entities in Alabama
We have been closely following developments on Electing Pass-Through Entities in Alabama and providing updates to you as they become available. These updates have included direct communications to our clients
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New Form 7203
By Cooper Melvin, JD, CPA The IRS recently released the final version of the new Form 7203 to better document S corporation stock basis in connection with the income tax
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How the Advance Child Tax Credit May Reduce Your Refund or Increase Your Amount Due
By Ashley G. White, JD, CPA For those of you who make up part of the millions of families who received up to half of their child tax credit via
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Update on the Alabama Electing Pass-Through Entity Tax Act Enacted During 2021
[The summary information below is not complete and is for informational purposes only. The information is not intended to be, nor should it be, construed or used as tax advice
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Employee Retention Credit – Timing of Qualified Wages Deduction Disallowance
By Steven N. Smith, CPA, JD Initially, the employee retention credit (ERC), enacted by the CARES Act, was not available to paycheck protection program (PPP) borrowers. The passage of the
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