New IRS operation plan includes emphasis on tax compliance and enforcement On April 6, 2023, the IRS and Treasury issued the IRS Inflation Reduction Act Strategic Operation Plan. Daniel Werfel,…
…as of October 1, 2019. Gary Wallace, managing partner of Keiter, is proud to have Amy Menefee and John Murray join the partner team. “Promoting these individuals is an important…
By Christopher L. Wallace, CPA, Business Assurance & Advisory Services Partner | Financial Services Industry Team Modifications and Clarifications to the Volcker Rule Covered Fund Provisions The Volcker Rule was…
…opportunity to work with firm leaders, including Mike Gracik, Chris Wallace, and Carroll Hurst. These relationships were influential in his career growth at the firm. Andrew states, “They were willing…
…played Monday-night basketball with Managing Partner Gary Wallace. When Gary and the executive committee explored a new practice area, Matt completed a six-to-eight-week market assessment using a “playing to win”…
SEC’s rulemakings and interpretations designed to enhance the quality and transparency of retail investors’ relationships with investment advisers and broker-dealers. On June 5, 2019, the Securities and Exchange Commission adopted…
Increased Business and Regulatory Compliance Expected for Financial Services Firms under Biden Administration As the Biden Administration begins to come together, financial services companies should expect significant changes to the…
President Trump’s administration continues to push forward with its economic agenda, including a focus on deregulation to stimulate the economy and small businesses. On July 11, 2018, the House Financial…
…on tax conformity, please contact your Keiter representative or Email | 804.747.0000 Additional Resources: “Gary Thomson column: A pressing issue this year: tax conformity” | Richmond Times-Dispatch “Who’s My Legislator”…
…Martin, Jr., Keiter, Gary Trugman (Trugman Valuation Associates), Michelle F. Gallagher (Adamy Valuations), and Stacy Preston Collins (Financial Research Associates) Agenda Valuation data and subsequent events Cost of capital considerations…
Hosted: April 10, 2020 Gary Wallace, managing partner, discusses the individual and business provisions contained in the Coronavirus Aid, Relief and Economic Security (CARES) Act….
Overview of changes to the Qualified Business Income deduction post H.R.1 Introduced by the Tax Cuts and Jobs Act (TCJA) of 2017, the Qualified Business Income (QBI) deduction, also known…