2 Main Reasons for the Growth in Mega RIAs
…to 2020 election results, one can only expect that more regulation of the investment industry and the need for a clear succession plan for smaller advisers will only fuel further…
…to 2020 election results, one can only expect that more regulation of the investment industry and the need for a clear succession plan for smaller advisers will only fuel further…
…balance of book goodwill. Under the new ASU, companies are now required to assess if the step-up in goodwill is a result of a business combination which results in a…
…of the Virginia unclaimed property website (each state’s website may vary), once the site generates the results, you may proceed with claiming the property. Filing the claim may require you…
…(“PPP”) loan. This notice clarifies that no deduction is allowed under the Internal Revenue Code (“IRC”) for an expense that is otherwise deductible if the payment of the expense results…
…qualifying businesses will offset income from other businesses for purposes of calculation the deduction. If the net QBI from all qualifying businesses results in a net loss, the net loss…
…which results drive capital away from American funds, hurting economic growth and innovation. What’s next? The current proposed bill on tax treatment of carried interest is still at the beginning…
…that is otherwise deductible if the payment of the expense results in forgiveness of a covered loan pursuant to Section 1106(b) of the CARES Act. This declaration treated income associated…
…gathered by the Tax Commissioner and results of the study on mandatory combined reporting, Virginia may be joining the majority of states – time will tell. Questions on the unitary…
…direct reduction in a tax liability that is due, yet a subtraction results in a reduction of taxable income. While opting for a tax credit may seem to be the…
…face resistance or doubt. Overcoming these challenges requires open communication highlighting the long-term benefits of change. Influential critics, when engaged in the process, can become advocates promoting positive results (LocumTemens)….
Accounting, Tax, Audit & Consulting – Roanoke (VA) Our team of seasoned professionals specialize in assisting high net worth individuals and business owners navigate the complex tax landscape, assist…