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Employer-Owned Life Insurance Policies: Tax Treatment & Reporting Requirements

In the past, money received through a life insurance contract, paid by reason of the death of the insured, were…

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Maryland Comptroller Clarifies GILTI Treatment

On April 17, 2019, the Comptroller of Maryland issued a Tax Alert to provide guidance to taxpayers on the state’s…

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New York Rules that Marketplace Facilitator is Required to Collect Sales Tax

Despite not having a marketplace facilitator statute at the time of the ruling, the state ruled that a marketplace facilitator’s…

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Donations of Food Inventory Equals Sizeable Charitable Deductions for Restaurants

Restaurants that donate food inventory to charitable organizations could have the opportunity to claim tax deductions for charitable contributions, which…

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Winter is Coming for Technology Companies Conducting R&D

Brace yourselves—winter is coming soon for companies conducting R&D in the U.S. and the battle will be harder fought for…

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Guidance Issued on Calculating and Reporting the QBI Deduction for Tax-Exempt Trusts

The IRS has issued guidance to tax-exempt trusts with unrelated business income, which claim the §199A Qualified Business Income (QBI)…

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Virginia is for Lovers—and Internet Sales Tax

Virginia became the latest jurisdiction to implement an economic nexus standard for sales and use tax, which will require many…

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Indiana Rules on Employee/Contractor Status for Unemployment Insurance Tax

Worker classification issues don’t just impact federal taxes, and businesses that misclassify workers can be held liable for state unemployment…

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Washington Enacts New Economic Nexus Rules for B&O and Sales Taxes

Recent legislation in Washington will expand Business & Occupation Tax nexus to capture more businesses and imposes certain reporting requirements…

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Is This Your Situation: Managing Restricted Funds for a Nonprofit Organization?

At a glance Main takeaway: Nonprofits often receive substantial donations with specific requirements on how the donor would like their…

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Did You Know that Your Nonprofit Organization is Exempt from Paying Property Taxes?

At a glance Main takeaway: Did you know that nonprofit organizations, by law, can also be exempt from paying property…

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The Deductibility of an Estate’s Excess Deductions to Beneficiaries

As we planned for and now prepare estate and trusts returns for 2018, beneficiaries and executors want to know: After…

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Why is there an IRC Section 163(j) note on my K-1?

By: Scot Goldring, Tax Senior Manager, and Kelsey Monaghan, Tax Associate If you own part of a company doing business…

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Should your Medical Practice be a “C” Corporation?

The 2017 Tax Cuts and Jobs Act created the Internal Revenue Code (IRC) 199A, which provides for a maximum of…

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Late Tax Return Filing May Mean Reduced Social Security Benefits

Late filing your tax returns? Here’s another reason to quickly get into compliance: You may be missing out on future…

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Virginia Amends Residency Definition for Estates and Trusts

On February 15, Virginia amended its estate/trust residency statute by removing one of the definitions used to determine whether an…

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Tax Saving Strategy: Hire Your Kids

One often overlooked tax saving strategy is to hire your children to work for your business, assuming they can legally…

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Georgia Adopts Partnership Audit Procedure Regulations Similar to the New IRS Rules

Georgia has adopted regulations to provide further guidance on last year’s legislation establishing partnership audit rules similar to those enacted…

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Taxpayer’s Invoicing Methodology Leads to Alabama Sales Tax Exposure

In cases where a business is selling both taxable goods and non-taxable services, sales tax may be due on the…

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New York City Rules That Tax Gain from Sale of Partnership Interest is Subject to Corporate Tax

When a taxpayer sells an equity interest in a business, the gain from that sale may be taxable in the…

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Washington Advises on Tax Treatment of Alarm Monitoring Services

As changes in technology intersect with changing sales tax rules, businesses may find themselves subject to new or different sales…

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Key Items to Remember About Startup Funding Term Sheets

The phrase “term sheet” is often bandied about in the startup world. To the uninitiated, it may seem mystical. It…

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Tax Reform: Why the Right Business Structure Is Vital for Tech Startups

The business entity you choose when starting a new company is more important than ever before in the wake of…

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Young Adults, Boomers and Families Drive Rise of Class B Apartments

Cash-strapped Millennials, retiring Baby Boomers and middle-income families are driving demand in less expensive Class B multifamily apartments. Class B…

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Illinois Provides Guidance on Computer Software Licensing Agreement Signature Requirement

Illinois’ state tax exemption for software licenses requires, among other things, that there be a signed written agreement between the…

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Iowa Supreme Court Ruled That Lowe’s Installation Services May Be Taxable

Failure to properly analyze how a service may be classified for sales tax purposes can lead to unexpected liability as…

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California Rules That Delivery of Goods in Taxpayer’s Trucks Satisfies P.L. 86-272 Nexus Protection

A federal law limiting income tax nexus allows companies to engage in certain solicitation activities in a state without having…

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Normalizing Owner Compensation

When performing a business valuation, I always consider making adjustments to revenue and/or expenses of the business in order to…

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Federal Government Shutdown Creates Tax Filing Uncertainty

The United States has been under a partial government shutdown since Dec. 22, 2018, and while the House of Representatives…

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Washington Finds that ATM Processor’s Service Revenue Sourced to ATM Location for B&O Tax

For apportionment purposes, applying market-based souring rules to service revenues is complicated because it is based on the facts and…

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Ohio Supreme Court Rules That Resale Exemption Applies to Purchase of Promotional Items

Although promotional items purchased and given away for free are typically not eligible for a resale exemption, there may be…

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Utah Supreme Court Upholds Taxpayer’s Transfer Pricing in Related-Party Transaction

States may have the authority to adjust related-party payments, but only after determining that the transactions are not at arm’s…

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How Time-Tracking and Data Analytics Can Help Drive Better Business Decisions

Law firms, accountants, consultants and other professional services businesses have long been accustomed to tracking employee time for billing and…

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QBI Deduction: The Impact of Proposed Regulations on Government Contractors

Recently, the U.S. Department of the Treasury and Internal Revenue Service (IRS) issued much-anticipated proposed regulations on the potential 20%…

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Reducing Capital Gains by Creative Use of SMLLCs and Installment Notes

A popular estate planning technique for estates facing the prospect of incurring federal estate tax has been for a grantor…

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Choosing the Right Reservation System for your Restaurant

Love ’em or hate ’em, reservations are a critical facet of the restaurant business. With new advances in industry technology,…

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