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Ideas & Insights

 





Insight Article

Do I owe US tax on my foreign pension plan?

Determining U.S. reporting and tax obligations resulting from an individual’s foreign pension plans differs by plan and may be challenging.

  • Kowalska, Patrycja
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Insight Article

IRS rules on LLC sponsorship of an ESOP

The IRS issued a private letter ruling indicating that in some cases LLC units can qualify as employer securities for ESOP purposes.

  • Bushman, Anne
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Insight Article

Who controls an ESOP-owned company?

This article explores the parties involved and decision-making processes that occur when an ESOP owns a portion, or all, of a corporation.

  • Bushman, Anne
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Insight Article

On the horizon: Tax reform

Expecting tax reform to become a reality, some companies and individuals may want to take action before 2016 ends.

  • Kautter, Dave
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Insight Article

Beware of traps with paid time off policies

Some common paid time off (PTO) policy features cause taxable income to unexpected parties at unexpected times. Learn more here.

  • Bushman, Anne
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