Article Archives: 2020

Posted by: Dan Wright · Jeff Pannell

Unfortunately, not all startup companies become the next Snowflake and turn into one the largest IPOs in the history of the U.S. stock exchanges. In fact, many are not successful. If one of your emerging company investments has failed, you may be surprised to learn that the investment could still yield immediate favorable tax benefits. Using IRC […]

Posted by: Steve Day

On Friday, October 2, 2020, the Small Business Administration (SBA) issued a notice providing information on the required procedures for when a change in ownership occurs for entities holding a Paycheck Protection Program (PPP) loan. This guidance will help PPP borrowers who are contemplating or currently executing a transfer of ownership. What is Considered a […]

Posted by: Jeff Pannell

The last time you heard the phrase “location, location, location” was probably from your real estate agent when buying or selling your home. But when was the last time you heard this same mantra from your investment advisor or financial planner? Asset location, not to be confused with asset allocation, is a term for strategically […]

Posted by: Sarah Huang

This is the third post in a series of articles on Paycheck Protection Program loan forgiveness. Click here to read Part I: The Covered Period and Part II: Eligible Expenses. Part IV: The Application will be published in the coming weeks. Often, the focus of Paycheck Protection Program (PPP) loan forgiveness is on whether the […]

Posted by: Maria Keating

9/22/2020: This article has been updated since its original publication to provide clarification on sellers’ ability to pass along the CAT to their customers. Earlier this year, Oregon enacted a form of gross receipts tax that will apply to taxpayers in addition to the state’s income tax. The voters had 90 days to reject H.B. […]

Posted by: Jeff Pannell

For many businesses, COVID-19’s fallout has resulted in temporary shutdowns, furloughed workers, renegotiation of bank loans, and cloudy, diminished revenue backlogs. Yet despite these obstacles, there’s a real opportunity for family business leaders to take advantage of a reduced company valuation. Under the right circumstances, a lower valuation can actually enhance the ability of a […]

Posted by: Mike Nurse

The Association of Certified Fraud Examiners estimates that fraud costs organizations, on average, 5% of their annual revenue. Globally, that’s more than $4.5 trillion lost each year. This is a huge problem for all manner of organizations, and strong corporate governance is a critical ingredient in managing that fraud risk. Corporate governance, or simply “governance,” […]

Posted by: Sarah Wine · Deby MacLeod

Many private foundations are already familiar with the tax assistance CPA firms can offer them. But the range of services available to private foundations extends far beyond just compiling the 990-PF. Some other ways a CPA firm can help your private foundation include: Financial Statement Assurant Services Have you ever wondered whether your private foundation […]

Posted by: Frances A. Olson

The whole economy is reeling from COVID-19, but few industries have been as impacted by the novel coronavirus as the nonprofit sector. Social distancing restrictions have forced some charities to shut down their programs or operations. Others have experienced a major decrease in funding from both governmental and private sources as the nation navigates through […]

Posted by: Rene Schaefer

This article was originally published on 7/26/2018 and has been updated to provide further clarity. The Tax Cuts and Jobs Act (TCJA) has significantly changed the tax deduction mortgage interest rules. Though the mortgage interest deduction is not gone, there is confusion about the new rules and who they apply to. If you can still […]

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