Reporting profits interest awards
April 13, 2021 Knowledge Center
Reporting profits interest awards

During the pandemic, cash has been tight for many small businesses, which may make it hard to attract and retain skilled workers. In lieu of providing cash bonuses or annual raises, some companies may decide to give valued employees a share of their future profits. While corporations generally issue stock options, limited liability companies (LLCs) […]

Who qualifies for “head of household” tax filing status?
April 12, 2021 Knowledge Center
Who qualifies for “head of household” tax filing status?

When you file your tax return, you must check one of the following filing statuses: Single, married filing jointly, married filing separately, head of household or qualifying widow(er). Who qualifies to file a return as a head of household, which is more favorable than single? To qualify, you must maintain a household, which for more […]

Can a safe harbor 401(k) plan become top-heavy?
April 9, 2021 Knowledge Center
Can a safe harbor 401(k) plan become top-heavy?

A 401(k) plan, or some other type of retirement savings vehicle, has become an imperative for most employers. Among the biggest challenges organizations face when implementing a 401(k) is managing the complex array of IRS rules for nondiscrimination testing regarding elective deferrals and matching contributions. Some employers may be able to automatically pass nondiscrimination testing […]

From FFCRA to ARPA: the latest on paid COVID-related leave
April 8, 2021 COVID-19
From FFCRA to ARPA: the latest on paid COVID-related leave

The Families First Coronavirus Response Act (FFCRA) was among the first major laws enacted in response to the COVID-19 pandemic. It allows employees paid sick time and paid family leave time to care for themselves or loved ones during the ongoing public health crisis. In turn, eligible employers can claim tax credits to offset the […]

How to ensure life insurance isn’t part of your taxable estate
April 7, 2021 Knowledge Center
How to ensure life insurance isn’t part of your taxable estate

If you have a life insurance policy, you may want to ensure that the benefits your family will receive after your death won’t be included in your estate. That way, the benefits won’t be subject to federal estate tax. Current exemption amounts For 2021, the federal estate and gift tax exemption is $11.7 million ($23.4 […]

Updated guidance for impairment testing: When to consider triggering events
April 2, 2021 COVID-19
Updated guidance for impairment testing: When to consider triggering events

On March 30, the Financial Accounting Standards Board (FASB) published an updated accounting standard on events that trigger an impairment test under U.S. Generally Accepted Accounting Principles (GAAP). This simplified alternative may provide relief to private companies and not-for-profit entities that have been adversely affected by the COVID-19 pandemic. Here’s what you should know. Simplified […]

4 ways to improve the effectiveness of your audit committee
April 1, 2021 Knowledge Center
4 ways to improve the effectiveness of your audit committee

Audit committees face many challenges in 2021. As the economy rebounds from the COVID-19 pandemic, there are new dimensions to the oversight roles and responsibilities of the audit committees. Consider taking these following four steps to fortify your committee’s effectiveness. 1. Focus on fundamentals  Once you’ve wrapped up the financial reporting process for fiscal year […]

EIDL loans, restaurant grants offer relief to struggling small businesses
March 31, 2021 COVID-19
EIDL loans, restaurant grants offer relief to struggling small businesses

The American Rescue Plan Act (ARPA), signed into law in early March, aims at offering widespread financial relief to individuals and employers adversely affected by the COVID-19 pandemic. The law specifically targets small businesses in many of its provisions. If you own a small company, you may want to explore funding via the Small Business […]

A revocable living trust works only if you properly fund it
March 31, 2021 Knowledge Center
A revocable living trust works only if you properly fund it

A revocable living trust is often used to complement a will. For instance, you might transfer specific securities to the trust. Notably, these assets generally don’t have to go through the probate process, which can be time-consuming and expensive. Thus, a living trust enables your beneficiaries to receive some of your wealth on your death, […]

PPP application deadline extended
March 30, 2021 COVID-19
PPP application deadline extended

President Biden has signed the PPP Extension Act of 2021. The new law extends the Paycheck Protection Program (PPP) application filing deadline from March 31, 2021, to May 31, 2021, thus providing potential PPP borrowers additional time to submit their applications. The law doesn’t provide the PPP with any additional funding. However, $7.25 billion in […]

Cafeteria-plan DCAPs get temporary boost from COVID-19 relief act
March 29, 2021 COVID-19
Cafeteria-plan DCAPs get temporary boost from COVID-19 relief act

Many employers use cafeteria plans to offer employees a menu of benefits from which to choose. Under Section 125 of the Internal Revenue Code, participants in a cafeteria plan must be permitted to opt for at least one taxable benefit (such as cash) and one qualified benefit. Chosen benefits are then provided on a pretax basis. […]

How auditors assess cyber risks
March 26, 2021 Knowledge Center
How auditors assess cyber risks

Data security is a critical part of the audit risk assessment. If your financial statements are audited, your audit team will tailor their procedures to answer critical questions about cyber risks and the effectiveness of your internal controls. While conducting fieldwork, they’ll assess how your practices measure up and whether your company has weaknesses that […]