Ideas & Insights

Puerto Rico has enacted new legislation to provide additional tax benefits for investing in projects in PR opportunity zones.

Although not effective until July 2020, DAC 6 reporting obligations retroactively apply to transactions occurring on, or after June 25, 2018

The IRS publishes applicable annual limitations and maximums for retirement plans, resulting in small increases for 2020.

New guidance from the UK’s Her Majesty’s Revenue and Customs provides more clarity for businesses engaged digital asset businesses.

Attend this program providing the latest information on tax changes, issues and solutions designed specifically for manufacturers.

The IRS released long-awaited guidance outlining how former S corporations should source distributions between S corp and C corp earnings.

IRS to retain regulations treating some related party debt as equity, but will propose rules easing one of the regulations’ harshest rules.

Data is the new battleground for tax authorities. Businesses should take steps to assure the quality and integrity of their data.

All companies seeking QI, WP, or WT status for 2019 must apply by Nov. 15, 2019 to have an agreement in effect.

The IRS has published a long-awaited practice unit as guidance for examinations of electronic books and records under section 1441.

The IRS Tax Exempt and Government Entities division released the Fiscal Year 2020 Program Letter on Oct. 17, 2019.

IRS denied a formal refund claim as untimely, but taxpayer obtained relief through the informal claim doctrine.

Joint LB&I and SB/SE directive allows taxpayers to claim work opportunity tax credit in the year delayed state certifications received.

The Massachusetts Department of Revenue establishes a $500,000 threshold for state corporate excise tax nexus.

Join us for a discussion of 2019 state tax legislative developments and their implications on middle market businesses.

Understand the critical legislative updates and changes from 2019 affecting state and local tax planning and compliance.

Guidance would facilitate transitions of existing debt and derivatives to alternative benchmark rates without creating taxable exchanges.

Technology can help drive efficiencies for tax departments and help achieve strategic goals. Learn where you stand.

Target company’s deduction claim denied because investment banking firm did not provide services to Target or for Target’s benefit.

There are numerous ways that an S corporation can compromise its status. Being careless with election forms is just one example.