Blog Archives: 2018

Protecting Your Business Through a Risk Assessment

COSO Series, Part 3 of 6: The following article is part three of a six-part series exploring the high-level basics of the COSO Integrated Internal Control Framework.1 The following article provides a high-level overview of the second component of the framework: Risk Assessment. There are numerous types of business risk that can impair an organization’s […]

The Importance of a Quality of Earnings (QoE) Report for M&A Activity

Lately, we have heard more conversations around the importance of quality of earnings (QoE) reports, likely due to the growing M&A activity in the region. The Association for Corporate Growth recently circulated the Citizens Bank 2018 report on Middle Market M&A Outlook, noting that 56% of sellers are currently involved in M&A activity or plan […]

What the QBID and Tax Reform Mean for Pass-Through Entities

One of the most highly touted aspects of tax reform is the cutting of the corporate tax rate from a maximum rate of 35% to a flat rate of 21%.  Many corporations showed their gratitude for the tax cut by paying out bonuses to their employees or promising to boost the economy in other ways. […]

Tax Scam Alert: Fake Refunds

It’s that time of year again, where unscrupulous “entrepreneurs” (i.e., scammers) are extremely active trying to defraud the U.S. government and its taxpayers out of billions of dollars of tax money. From phone calls to phishing, scammers will go to any lengths to get at your money. And now, with the massive Experian data breach, […]

Kiddie Tax: How Best to Report Your Child’s Unearned Taxable Income

Note: This post, originally published on March 15, 2017, has been updated to include changes brought by the 2018 Tax Cuts and Jobs Act. These changes are indicated in blue italics. Our high net worth clients often want to get their children interested in finance and investing at a young age. Along with this desire […]

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