Estate Planning Essentials to Revisit Due to the New Tax Law

Mar 16, 2018 | Tax

Estate planning is never done. Just like a piece of real estate, it needs periodic maintenance and care to make sure it’s in good shape when you need it most. Provisions in the newly passed tax plan mean it’s time to revisit a handful of key areas of your estate plan....

Top 5 Internal Controls Risks Facing Benefit Plans

Mar 2, 2018 | Benefit Plan Audits

by Gosia Kanda One factor that creates risk for benefit plans is a lack of effective internal controls.  As we prepare for another benefit plan audit season, now is the time for plan sponsors to review internal processes and make necessary improvements. Below are the...

Cryptocurrency Tax Essentials

Feb 20, 2018 | Tax

Cryptocurrency is hot right now. As it emerges as an asset class of its own, many people are still confused how to treat it for federal income tax purposes. In response, the IRS issued guidance back in 2014 that treats virtual currencies that are convertible to cash...