Recent efforts to corral COVID-19 fraudsters
May 18, 2020 COVID-19
Recent efforts to corral COVID-19 fraudsters

The novel coronavirus (COVID-19) pandemic has opened the floodgates to scam artists attempting to profit from sick, anxious and financially vulnerable Americans. On the frontlines fighting fraud are the Federal Trade Commission (FTC), U.S. Justice Department (DOJ) and other government agencies. Here are some of the fraud schemes they’re actively investigating —  and the perpetrators […]

A reminder of why cross-training your accounting staff is key
May 17, 2020 Knowledge Center
A reminder of why cross-training your accounting staff is key

Imagine this scenario: A company’s controller is hospitalized for the novel coronavirus (COVID-19), and she’s the only person inside the company who knows how its accounting and payroll software works. She also is the only person with check signing authority, besides the owner, who is in lockdown at his second home out of state. Meanwhile, […]

Give employees a voice to report fraud
May 14, 2020 COVID-19
Give employees a voice to report fraud

Before the novel coronavirus (COVID-19) pandemic struck, employees who suspected occupational fraud in their organizations had multiple options for notifying their employers. For example, they could use interoffice mail to send information anonymously or meet with HR personnel in person. Reporting options for employees working from home are more limited — particularly if they wish […]

There’s still time to make a deductible IRA contribution for 2019
May 12, 2020 Knowledge Center
There’s still time to make a deductible IRA contribution for 2019

Do you want to save more for retirement on a tax-favored basis? If so, and if you qualify, you can make a deductible traditional IRA contribution for the 2019 tax year between now and the extended tax filing deadline and claim the write-off on your 2019 return. Or you can contribute to a Roth IRA […]

Subchapter V: A silver lining for small businesses mulling bankruptcy
May 12, 2020 COVID-19
Subchapter V: A silver lining for small businesses mulling bankruptcy

Many small businesses continue to struggle in the wake of the coronavirus (COVID-19) pandemic. Some have already closed their doors and are liquidating assets. Others, however, may have a relatively less onerous option: bankruptcy. Although bankruptcy obviously isn’t an optimal outcome for any small company, there may be a silver lining: A new bankruptcy law […]

Time to team up: Nonprofit partnerships
May 11, 2020 Knowledge Center
Time to team up: Nonprofit partnerships

Limited staff and financial resources during the novel coronavirus (COVID-19) pandemic may have your not-for-profit looking for new ways to achieve your mission. Partnering with a like-minded organization potentially enables you to pool funds, staff and supporters — temporarily or permanently. 2 primary arrangements There are many types of partnership arrangements between nonprofit organizations. But […]

Do you have tax questions related to COVID-19? Here are some answers.
May 8, 2020 COVID-19
Do you have tax questions related to COVID-19? Here are some answers.

The coronavirus (COVID-19) pandemic has affected many Americans’ finances. Here are some answers to questions you may have right now. My employer closed the office and I’m working from home. Can I deduct any of the related expenses? Unfortunately, no. If you’re an employee who telecommutes, there are strict rules that govern whether you can […]

FFCRA update: DOL clarifies issues related to paid leave
May 7, 2020 COVID-19
FFCRA update: DOL clarifies issues related to paid leave

The U.S. Department of Labor’s (DOL’s) Wage and Hour Division recently posted additional guidance regarding paid sick and emergency childcare leave under the Families First Coronavirus Response Act (FFCRA). Much of the guidance offers details and clarifications on the calculation of paid leave, including: How to calculate an employee’s regular rate of compensation, Whether the […]

Benchmarking: Why normalizing adjustments are essential
May 5, 2020 COVID-19
Benchmarking: Why normalizing adjustments are essential

Financial statements aren’t particularly meaningful without a relevant basis of comparison. There are two types of “benchmarks” that a company’s financials can be compared to — its own historical performance and the performance of other comparable businesses. Before you conduct a benchmarking study, however, it’s important to make normalizing adjustments to avoid any misleading comparisons. […]

Now may be the time to forgive intrafamily loans
May 5, 2020 Knowledge Center
Now may be the time to forgive intrafamily loans

If you have outstanding loans to your children, grandchildren, or other family members, consider forgiving those loans to take advantage of the current, record-high $11.58 million gift and estate tax exemption. Bear in mind that in 2026, the exemption amount will revert to $5 million ($10 million for married couples), indexed for inflation. Under the […]

The rules have changed regarding your IRAs, RMDs and estate plan
May 4, 2020 COVID-19
The rules have changed regarding your IRAs, RMDs and estate plan

Many people’s estates typically include IRAs. Be aware that two major laws, the Setting Every Community Up for Retirement Enhancement (SECURE) Act and the Coronavirus Aid, Relief, and Economic Security (CARES) Act, have had a direct effect on IRAs. In a nutshell, the CARES Act waives required minimum distribution (RMD) rules for IRAs (and certain […]

Temporary regulations address health plans and pandemic-related paid leave
May 4, 2020 COVID-19
Temporary regulations address health plans and pandemic-related paid leave

The U.S. Department of Labor issued temporary regulations implementing the emergency paid sick and family leave provided under the Families First Coronavirus Response Act (FFCRA) and the Coronavirus Aid, Relief, and Economic Security (CARES) Act. Here are some highlights of the impact those regulations may have on group health plans. Maintenance of coverage Employers must […]