Protect Against Tax-Related Identity Theft with IP PINs
August 10, 2021 Knowledge Center
Protect Against Tax-Related Identity Theft with IP PINs

In an effort to combat identity theft and improve security, the IRS now offers an Identity Protection PIN Opt-In Program for anyone who can verify their identity. “An Identity Protection PIN prevents someone else from filing a tax return using your Social Security number,” said Chuck Rettig, IRS commissioner. “We’ve now made the IP PIN […]

Can taxpayers who manage their own investment portfolios deduct related expenses? It depends
August 9, 2021 Knowledge Center
Can taxpayers who manage their own investment portfolios deduct related expenses? It depends

Do you have significant investment-related expenses, including the cost of subscriptions to financial services, home office expenses and clerical costs? Under current tax law, these expenses aren’t deductible through 2025 if they’re considered investment expenses for the production of income. But they’re deductible if they’re considered trade or business expenses. For years before 2018, production-of-income […]

SBA streamlines forgiveness for smaller PPP loans
August 6, 2021 COVID-19
SBA streamlines forgiveness for smaller PPP loans

The Small Business Administration (SBA) has released new guidance intended to expedite the forgiveness process for certain borrowers under the Paycheck Protection Program (PPP). The simplified process generally is available for loans of $150,000 or less, which the SBA reports account for 93% of outstanding PPP loans. The guidance comes at a time when many […]

Identity Protection PIN Opt-In Program for Taxpayers
August 6, 2021 Resources
Identity Protection PIN Opt-In Program for Taxpayers

You are now eligible to voluntarily get an Identity Protection PIN that will help protect you from tax-related identity theft.

How to work with a forensic accountant
August 5, 2021 Knowledge Center
How to work with a forensic accountant

Forensic accountants are professionals who have received specialized training to uncover fraud and protect against fraud threats. They’re uniquely qualified to review financial statements and business records and to interview employees to find evidence of misrepresentations and theft. In many cases, they’re able to help recover missing funds. So if you suspect fraud and possibly […]

There’s currently a “stepped-up basis” if you inherit property — but will it last?
August 4, 2021 Knowledge Center
There’s currently a “stepped-up basis” if you inherit property — but will it last?

If you’re planning your estate, or you’ve recently inherited assets, you may be unsure of the “cost” (or “basis”) for tax purposes. The current rules Under the current fair market value basis rules (also known as the “step-up and step-down” rules), an heir receives a basis in inherited property equal to its date-of-death value. So, […]

A fresh look at CRTs, CRATs and CRUTs
August 3, 2021 Knowledge Center
A fresh look at CRTs, CRATs and CRUTs

A charitable remainder trust (CRT) allows you to support a favorite charity while potentially boosting your cash flow, shrinking the size of your taxable estate, and reducing or deferring income taxes. In a nutshell, you contribute stock or other assets to an irrevocable trust that provides you — and, if you desire, your spouse (or […]

Analytics software: A brave new world in auditing
July 27, 2021 Knowledge Center
Analytics software: A brave new world in auditing

Analytical software tools will never fully replace auditors, but they can help auditors do their work more efficiently and effectively. Here’s an overview of how data analytics — such as outlier detection, regression analysis and semantic modeling — can enhance the audit process. Auditors bring experience and professional skepticism  When it’s appropriate, instead of manually […]

Nicholas Sanchez Speaks on Panel at In-House Counsel Leadership Awards | L.A. Times B2B Publishing
July 27, 2021 In the News
Nicholas Sanchez Speaks on Panel at In-House Counsel Leadership Awards | L.A. Times B2B Publishing

Two part event with panel discussion regarding recent legislation, ensuring compliance in a post-pandemic world, and the top legal issues for 2022, and awards recognizing top in-house counsel leaders.

Prevent conflicts of interest from costing your business
July 26, 2021 Knowledge Center
Prevent conflicts of interest from costing your business

Without trust between you and your employees, your business probably wouldn’t be very successful. Delegating responsibility, sharing ideas, working as a team — all require a certain level of trust. However, too much trust can lead to occupational fraud and conflicts of interest. To maintain the proper balance, establish a policy that outlines your disclosure […]

Internal control questionnaires: How to see the complete picture
July 26, 2021 Knowledge Center
Internal control questionnaires: How to see the complete picture

Businesses rely on internal controls to help ensure the accuracy and integrity of their financial statements, as well as prevent fraud, waste and abuse. Given their importance, internal controls are a key area of focus for internal and external auditors. Many auditors use detailed internal control questionnaires to help evaluate the internal control environment — […]

Vincent Leoni featured in Intellectual Property Licensing & Litigation Roundtable | L.A. Times
July 26, 2021 In the News
Vincent Leoni featured in Intellectual Property Licensing & Litigation Roundtable | L.A. Times

“As IP best practices for businesses continue to shift, even the most seasoned C-suiters find themselves seeking answers to crucial questions. To address these issues and concerns, the Los Angeles Times B2B Publishing team turned to three uniquely knowledgeable professionals for their thoughts on the most important “need to know” insights and to get their assessments […]