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Missouri Issues Ruling on Taxability of Purchased and Stored Gift Cards

Even though the sale of gift cards to consumers is not subject to sales tax since those transactions are treated…

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Are Your GSA Labor Categories Setting you up for Failure?

Many contractors start to panic when they receive a notice from the General Services Administration (GSA) that it is time…

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Maximizing the Employee Retention Credit – Determining Qualified Wages

If you aren’t familiar with the Employee Retention Credit (“ERC”), then you’ve come to the right place. We’re breaking this…

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Equity Incentives: A Way to Grow Your Healthcare IT Company

If you’re involved in a Healthcare IT startup, you’ve likely lost more than a night’s sleep worrying about your technology’s…

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Robotic Process Automation for Nonprofits

Efficiency and cost-effectiveness are key to realizing nonprofit organizations’ missions. With modern technology, these key goals can be achieved through…

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Got Crypto? The IRS Doubles Down on Cryptocurrency Income

In 2019, the IRS initiated a new crackdown on virtual currencies and tax compliance. First, the IRS released new guidance…

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Healthcare IT and HIPAA Compliance: Choosing the Right Level Information Risk Management

Compliance with HIPAA and the growing list of privacy and security standards is essential to the growth of Healthcare IT…

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Are Virtual Currency Airdrops Really Taxable? IRS Clarifies New Tax & Reporting Requirements

The IRS released a memo on August 28, 2020, as part of an ongoing campaign to provide clarity on the…

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The Most Effective Mechanism to Increase Valuations and Expedite the Sales Process is Anticipatory Sell-Side Diligence

When you are ready to sell your business, the two events you want to avoid are unexpected / unreasonable reductions…

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IRS Issues New Guidance on Reporting PPP Loan Forgiveness

As more recipients of the PPP loan take steps towards receiving the loan forgiveness provided through the CARES Act, the…

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Sale of Partnership Interest is Taxable under New York City’s General Corporation Tax

The New York City Tax Tribunal sided with the City in ruling that the sale of a partnership interest by…

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The Employee Retention Credit Can Provide Up to $5k per FTE Oct. 31 2020

Businesses that either did not receive a loan through the Paycheck Protection Program (“PPP”) or that repaid their PPP in…

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The Fundamentals – Pulse on the Economy and Capital Markets: 8/31/20 – 9/4/20

Executive Summary Ahead of the holiday weekend, the employment and manufacturing numbers showed the rebound continues, though the headline employment…

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D.C. Council Eliminates Most QHTC Tax Incentives

The District of Columbia’s Fiscal Year 2021 Budget Support Emergency Act of 2020 (A23-0404), which received Mayoral approval on August…

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Virginia Rules that Individual is a Dual Resident but is Entitled to Claim a Credit for Taxes Paid to the Other State

Due to the state rules that determine residency for income tax purposes, an individual could be a resident of two…

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Tennessee Rules That Live Online Class is Not Taxable but Self-Paced Online Class Is Taxable

A recent Tennessee ruling addressing the application of sales tax to online live and self-paced education courses highlights that the…

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Best Buy Owes Illinois Sales Tax on Installation Contracts

An Illinois Court of Appeals decision concluded that just because Best Buy enters into contracts with customers to install appliances…

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Ohio Concludes that Taxpayer’s Survey Respondents Service is Subject to Sales Tax

As businesses provide more services through technology and software platforms, it becomes essential to consider the sales tax implications, because…

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The Deadline for MAAP Repayments is Approaching – Is Your Practice Prepared?

From supply shortages to revenue shortfalls, hospitals and healthcare providers have continued to face unprecedented challenges throughout the COVID-19 pandemic….

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Paycheck Protection Program Update: Don’t Forget the Forgiveness!

Last Updated: August 24, 2020 The Paycheck Protection Program (PPP) was created on March 27, 2020 when President Trump signed…

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COVID-19 Pandemic Impact on Subsequent Events Assessment

As we continue to battle the uncertainties of the coronavirus pandemic (COVID-19), economic and business disruptions have been prevalent. They…

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COVID-19 Pandemic Impact on Revenue Recognition

While coronavirus, COVID-19, continues to impact companies and organizations in the short-term, the long-term impacts remain largely unknown.  Companies  should…

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Proposed Regulations for Carried Interest – Is It Time to Analyze Business Strategies?

When the Tax Cuts and Jobs Act of 2017 introduced the new carried interest rules through IRC Section 1061, it…

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IRS 2019 tax correspondence delays – what you should do.

Did you make a tax payment via check leading up to the 7/15 extended IRS due date? Many taxpayers did….

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Georgia Enacts Significant Procedural Changes to the Film Tax Credit

On August 4, 2020, Governor Kemp signed into law H.B. 1037, which enacts significant procedural changes to the state’s film…

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3 Updates you Need to Know About Business Interest Expense Deduction Limitations

On July 28, 2020, the Treasury and IRS published several pieces of regulation and guidance that will have a significant…

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Georgia and Arkansas Issue Opposite Sales Tax Rulings for Owner of Electric Car Charging Stations

A taxpayer received opposite rulings from Georgia and Arkansas regarding the applicability of sales tax on charges to customers that…

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Tennessee Ruling Concludes that Certain Audio and Visual Services Constitute Taxable Digital Products

A recent Tennessee Revenue Ruling explains the application of the state’s sales tax on digital products to the taxpayer’s audio/visual…

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New York Concludes that Loss on Liquidation of Partnership is Not New York Source Income

New York has a unique rule for nonresident individuals regarding the sourcing of gain/loss on the sale of equity interest…

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Missouri Court Applies Integrated Plant Doctrine to Manufacturing Exemption

States typically provide exemptions for manufacturing machinery and equipment, include repair and replacement parts, but the breadth of those exemptions…

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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…

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CARES Act Triggers Maryland’s Automatic Decoupling

On June 12, 2020, the Maryland Comptroller issued its report to the Governor and General Assembly regarding the impact of…

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The Remote Audit: Your New Normal

The COVID-19 pandemic caused us to rethink the way we work, and as a result, the way we work with…

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Texas Court Concludes That Sirius XM’s Subscriber Revenue is Sourced to Subscriber Location

In states that apply the “income-producing activity” or “services performed” rule for sourcing service revenue, the most important question is…

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Idaho Supreme Court Rules That Gain from Sale of LLC Interest is Not Idaho Income

Whether or not two companies are engaged in a unitary business is based on particular facts and circumstances, and the…

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South Carolina Rules that Optional Training Services are Taxable When Sold with Taxable Software

As this South Carolina ruling illustrates, whether software is subject to sales tax often depends on the manner by which…

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Business Interruption Loss Calculations: Are All Relevant Factors Being Considered?

Lately, there has been a lot of attention on the issue of business interruption claims in the COVID-19 era.  The…

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Qualified Improvement Property Changes Under the CARES Act

As businesses and individuals continue to deal with COVID-19 and look to survival and recovery, the Coronavirus Aid, Relief, and…

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Georgia Court Upholds Walmart’s Freeport Exemption for Self-Checkout Parts

Georgia’s personal property tax freeport exemption can provide significant savings to taxpayers, and the exemption can cover more than just…

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Michigan Court Grants Alternative Apportionment Relief

There are situations where application of a state’s apportionment formula may result in an apportionment percentage that is out of…

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Effective Cash Management For Construction Contractors In Good & Challenging Times

Cash management is one of the most important aspects of effective financial control for construction contractors, yet it is often…

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The Fundamentals – Pulse on the Economy and Capital Markets

Dates covered: 4/13 – 4/17 Executive Summary This was the first week of monthly economic news relating to the initial…

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Is PPP Loan Forgiveness a “Credit” on Federal Contracts?

On April 17, Defense Pricing and Contracting (DPC) updated its Frequently Asked Questions. The following is included in the updated…

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California Imposed Successor Liability on Purchaser of Restaurant Assets

When acquiring the assets of a business, be careful how the transaction is structured or you may be deemed to…

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Florida Applies “Income Producing Activity” Rule to Source Service Revenue to Customer Location

The cost of performance rule for sourcing service revenue when calculating the sales factor of the apportionment formula generally assigns…

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Internal Controls in a Remote Workplace Environment

In an effort to #flattenthecurve of the coronavirus pandemic, many workplaces are going 100% remote. Every business should ensure that…

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ABCs to Account for COVID-19 Sick Leave

On March 18, 2020, the Families First Coronavirus Response Act was enacted into law and will go into effect on…

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Government Contractors Should Be Prepared to Invoke the Excusable Delays Clause

The coronavirus pandemic is adversely affecting the economy and government contracting is no exception. Aprio predicts that some contracts will be…

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