SEC Proposes New Rule Regarding Outsourcing for RIAs
…be acceptable to the RIA’s clients. Form ADV The RIA should report outsourced third party service providers on Form ADV. SEC Chair Gary Gensler commented, “When an investment adviser outsources…
…be acceptable to the RIA’s clients. Form ADV The RIA should report outsourced third party service providers on Form ADV. SEC Chair Gary Gensler commented, “When an investment adviser outsources…
…and how to identify SALT pre-transaction and post-transaction considerations from a seller and buyer perspective. Moderated by Keiter Managing Partner, Gary Wallace. Featuring insights from: Scott Zickefoose, Transaction Advisory &…
What Individuals and Businesses with Foreign Financial Accounts Need to Know Overview of Report of Foreign Bank and Financial Accounts The purpose of the Foreign Bank and Financial Accounts (FBAR)…
Tax Benefits for Hiring Employees that Face Barriers to Employment The Work Opportunity Tax Credit (WOTC) may enable both taxable businesses and qualifying not-for-profit organizations to meet their hiring needs…
…and more flexibility. At Keiter, we are dedicated to supporting college students and our team members on their path to becoming CPAs. Gary Wallace, managing partner, and Brett Sinsabaugh, audit…
Ginny Graef Promoted to Partner Keiter is pleased to announce that Ginny Graef, CPA has been promoted to Partner as of October 1, 2022. Gary Wallace, Managing Partner of Keiter,…
…October 1, 2021. Gary Wallace, managing partner of Keiter, is proud to have Zac Blanco and Asif Charania join the partner team. “Promoting these individuals is an important step in…
Governor Glenn Youngkin signed SB 882, emergency fixed-date tax conformity legislation on February 27, 2023. The legislation advances Virginia’s date of conformity with federal tax law to December 31, 2022….
…1, 2023. Gary Wallace, managing partner, is proud to have Brett and Ryan join the Partner team. “Brett and Ryan are excellent additions to our leadership team. Each of them…
New partnership and S corporation taxpayer forms create havoc and confusion In 2021, the Internal Revenue Service (IRS) issued new schedules K-2 and K-3 for 2021 partnership and S corporation…
…meeting with associates and other members of the Firm. They started the day with a welcome from the Managing Partner Gary Wallace and Campus Recruiter Alanna Johnson. After breakfast and…