…Social and Governance Regulation Considerations for the Financial Services Industry As has been widely publicized, the Biden administration will be focused on economic inequality, racial justice, and climate change. These…
…considerations, contractors should evaluate if the company is subject to any external risks, such as changes in laws or regulations, sudden economic changes or a change in the competition. Contractors…
Profile of an Effective Not-For-Profit Governing Board Thinking about launching a not-for-profit (NFP) organization and want to put your best effort forward? Or is your NFP off the ground but…
…available for action as you consider income tax, business and other considerations and goals for 2020. Questions on 2020 retirement planning opportunities? Contact us. We can help. Additional Resources Family,…
Emerging companies typically raise capital through the issuance of convertible debt and equity to finance start-up and growth initiatives. Historically investors in these early stage companies which were taxed as…
Cryptocurrency Tax Considerations for Taxpayers With the recent bankruptcy filings of FTX and affiliated companies, cryptocurrencies have been in the news a great deal over the past several weeks. If…
…forth additional considerations regarding the “economic uncertainty” language, set forth safe harbors and provide opportunities for some to secure additional PPP funding. New information regarding certification of economic uncertainty and…
PWFA: Overview and employer compliance considerations The Pregnant Workers Fairness Act (PWFA) is a new law that was adopted when President Joe Biden signed the Consolidated Appropriations Act, 2023. The…
…where newcomer Glenn Youngkin (R) upset a prior governor Terry McAuliffe (D). Even with all the uncertainty clients should think about possible year-end tax planning strategies. Tax Planning Considerations for…
…Business Tax, and the Nevada Commerce Tax. [ii] Ibid. Source: Total state and local business taxes Additional State and Local Tax Resources Top 10 State and Local Tax Considerations Virginia…
New payroll and HR compliance considerations Updates to Form I-9 The United States Citizenship and Immigration Services (USCIS) released an updated Form I-9 on April 3, 2025, with an effective…
…| 804.747.0000 Additional Resources for Financial Services Companies Tax Considerations for Financial Services Businesses SEC Best Interest Regulation – Reg BI Investment Advisers and Disclosure of Conflicts of Interest Related…