Ideas & Insights

The economic impact of COVID-19 is immense. Distressed companies in need of capital may drive future M&A deals.

DAC 6 reporting by intermediaries implementing or advising on certain cross-border arrangements in EU member states starts July 2020.

Companies often need to review ESOPs as changes arise in the business, employee demographics and in the economic environment.

The fundamentals of accounting for leveraged ESOP transactions and what plan sponsors and their advisors can anticipate

US companies with VAT obligations in the United Kingdom should understand and prepare to comply with Making Tax Digital.

U.S. companies with operations in Mexico should carefully analyze the applicability of the Income Tax and VAT Credits.

Understand the complexities associated with global reporting and withholding requirements for US private equity funds with foreign investors

Middle market executives are somewhat risk averse when it comes to making capital investments. They could be missing an opportunity.

Learn the valuation impacts resulting from the TCJA and its effect on business owners and investors assessment of ownership interests.

Provision in the Tax Cuts and Jobs Act enacts excise tax on exempt organization compensation paid over $1 million per year.

Certain fringe benefits now required to be included in exempt organizations’ unrelated business income subject to tax

The Treasury Department and the IRS are considering developing proposed regulations under section 4967 of the IRC

Provision in the Tax Cuts and Jobs Act enacts excise tax on exempt organization compensation paid over $1 million per year.

A two-part series to help board members develop a better understanding of “why” the IRS asks for the information contained in the Form 990.

Given the complexities of selling a business, the situations under which it doesn’t make sense to work with an investment banker are few.

Mezzanine recapitalization may provide a capital raising option for middle market businesses, but there are key conditions to consider.

How can you design a plan that attracts and retains highly compensated employees? There are several opportunities in nonqualified plans.

Learn how to view the value of your business through the eyes of a buyer and what you can do today to plan for a successful transaction.

New debt-equity regulations provide documentation requirements and equity recharacterization rules. How could your business be affected?

Important disclosure rules of which a tax-exempt organization’s management and board of directors need to be aware.