Insights

Featured | Sep 21, 2020

Volatility Caused by COVID-19 Prompts OCIE to Issue a ‘Risk Alert’ Targeting Advisers and Broker Dealers

Featured | Sep 21, 2020

Since COVID-19 arrived, the SEC Office of Compliance, Inspections and Examinations (OCIE) has remained operational nationwide including an outreach to SEC registrants to assess the impact of the virus. From these efforts, OCIE has concluded

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Volatility Caused by COVID-19 Prompts OCIE to Issue a ‘Risk Alert’ Targeting Advisers and Broker Dealers2020-09-23T15:24:19-04:00
Tax | Sep 14, 2020

Are In-House Research Expenses Paid from Paycheck Protection Program (PPP) Loan Proceeds (That Qualify For Loan Forgiveness) Eligible for the IRC Section 41 Research Tax Credit

Are In-House Research Expenses Paid from Paycheck Protection Program (PPP) Loan Proceeds (That Qualify For Loan Forgiveness) Eligible for the IRC Section 41 Research Tax Credit

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Are In-House Research Expenses Paid from Paycheck Protection Program (PPP) Loan Proceeds (That Qualify For Loan Forgiveness) Eligible for the IRC Section 41 Research Tax Credit2020-09-14T14:34:14-04:00

Respect, Safeguard, and Value Your Time, Your Most Precious Commodity

During an interview with Bill Gates and Warren Buffett a few years ago, Gates was asked what he has learned from his fellow billionaire. Gates discussed the time Buffett showed him his paper appointment book, which was mostly empty.

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Respect, Safeguard, and Value Your Time, Your Most Precious Commodity2020-09-09T18:01:47-04:00
CAS | Aug 23, 2020

How Client Accounting Services (CAS) Take Financial Functions Off Your Plate

CAS | Aug 23, 2020

When everyone began working from home because of the COVID-19 pandemic, many businesses saw firsthand how difficult it is to function effectively each day without access to reliable accounting and financial services and expertise.

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How Client Accounting Services (CAS) Take Financial Functions Off Your Plate2020-09-09T18:04:18-04:00

International Tax Planning for Accessing Cash and Reducing US Tax in 2020

Accessing Cash from CFC or non-CFC Foreign Subsidiary. If you have liquidity needs and own one or more foreign subsidiaries, it may be possible to access cash held by the CFC in a tax-efficient manner.

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International Tax Planning for Accessing Cash and Reducing US Tax in 20202020-08-18T15:22:22-04:00