ThomsonReuters

JANUARY 6, 2022

Field Assistance Bulletin No. 2021-03: Temporary Enforcement Policy Regarding Group Health Plan Service Provider Disclosures Under ERISA Section 408(b)(2)(B) (Dec. 30, 2021). FAB. News Release. The DOL has announced a temporary enforcement policy for fee disclosure requirements that apply to certain group health plan service arrangements. As background, ERISA’s prohibited transaction exemption for reasonable service provider arrangements was amended by the Consolidated Appropriations Act, 2021 (

Compliance 98

Compliance Marketability 98

Mckinsey and Company

JANUARY 6, 2022

Sarah Bond discusses how Microsoft shifted its console-centric gaming business to make the most of its investments in cloud.

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ThomsonReuters

JANUARY 6, 2022

QUESTION: When our employees travel for business, they earn frequent flyer miles. Do we have to treat those miles as taxable if employees use them for personal reasons (e.g., to buy vacation travel)? ANSWER: Many employers allow their employees to make personal use of frequent flyer miles earned on business travel. This can be a significant benefit.

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Mckinsey and Company

JANUARY 6, 2022

The key to success in today’s consumer industry lies in a clearly segmented approach that focuses on the supply chain and accounts for the varying requirements and preferences of consumers.

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Speaker: Susan Spencer, Principal of Spencer Communications

Intent signal data can go a long way toward shortening sales cycles and closing more deals. The challenge is deciding which is the best type of intent data to help your company meet its sales and marketing goals. In this webinar, Susan Spencer, fractional CMO and principal of Spencer Communications, will unpack the differences between contact-level and company-level intent signals.

Marketability

ThomsonReuters

JANUARY 6, 2022

U.S. Department of Labor Supplemental Statement on Private Equity in Defined Contribution Plan Designated Investment Alternatives (Dec. 21, 2021); DOL News Release 21-2132-NAT (Dec. 21, 2021). Statement. News Release. The DOL has issued a statement that supplements its 2020 information letter regarding designated investment alternatives with a private equity component (see our Checkpoint article ).

Equity 97

Equity Compliance 97

Mckinsey and Company

JANUARY 6, 2022

Automation offers a range of benefits for warehouses, from increasing productivity to reducing risk related to labor. To harness its full potential, retailers must develop an end-to-end strategy.

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Mckinsey and Company

JANUARY 6, 2022

In this age of omnichannel commerce, most supply chains run on old principles and processes. A few leaders can show us how a new operating model can answer the needs of today—and tomorrow.

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Internal Audit 360

JANUARY 6, 2022

FEATURED BLOG POST. I have always been on the lookout for clever ways to describe internal audit’s role in an organization. One of my favorites used to be “internal audit is the brakes that allows the organization to drive faster.” The reasoning behind this analogy is that brakes are a critical component in a vehicle. To be sure, they are used to prohibit a vehicle from moving.

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Truelytics

JANUARY 6, 2022

MassChallenge, the global network for innovators, announced that Truelytics was one of 24 startups invited to participate in the 2022 FinTech cohort. Meet the MassChallenge FinTech 2022 cohort here.

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Biz Equity

JANUARY 6, 2022

A recent survey of more than 1,000 small business owners revealed that 86% consider their accountant a “trusted advisor” — so much so, in fact, that they trust them more than any other advisor (family and friends, lawyers and financial planners).

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Speaker: Wayne Spivak - President and Chief Financial Officer of SBA * Consulting LTD, Industry Writer, and Public Speaker

The old adages that "cash is king" and "you can’t spend profits" still hold true today. But however well-known these sayings might be, it requires a change in mindset to properly implement a cash flow management system that predicts your business's runaway as accurately as possible. Key to this new mindset is understanding the difference between the Statement of Cash Flows, a historical look at the source and uses of cash, and the Cash Flow Statement, which uses transaction history and forward-l

Corporate Finance

ThomsonReuters

JANUARY 6, 2022

2021 Form 5500, Schedules, and Instructions; Revision of Annual Information Return/Reports, 29 CFR Part 2520, 86 Fed. Reg. 73976 (Dec. 29, 2021). Form 5500 Series. Final Forms Revisions. News Release. The DOL, IRS, and PBGC have released informational copies of the 2021 Form 5500 series, including schedules and instructions. The 2021 instructions include certain changes that the DOL proposed in September 2021 (see our Checkpoint article ) and has now finalized.

Compliance 52

Compliance 52

Mckinsey and Company

JANUARY 6, 2022

The time is now for grocery retailers to optimize their omnichannel grocery operations to take full advantage of market opportunities.

Marketability 58

Marketability 58

ThomsonReuters

JANUARY 6, 2022

IRS Notice 2022-04 (Dec. 21, 2021). Available at [link]. The IRS has announced the annual increase in Patient-Centered Outcomes Research (PCOR) fees that must be paid by health insurers and self-insured health plan sponsors. PCOR fees were established by the Affordable Care Act (ACA) and are used to support clinical effectiveness research. Because the ACA provision included an expiration date, PCOR fees originally were collected only for plan years ending before October 1, 2019.

Compliance 52

Compliance 52

Equilest

JANUARY 6, 2022

Company Valuation has gained paramount significance in the business process. With the evolution of various business organizations, primarily the company form of business organization, valuation has populated the center phase. Company Valuation has gained paramount significance in the business process. With the evolution of various business organizations, primarily the company form of business organization, valuation has populated the center phase.

Business Valuation 40

Business Valuation Intangible Assets Mergers & Acquisitions Marketability 40

Speaker: Joe Apfelbaum, CEO of Ajax Union

In this webinar, Joe Apfelbaum, CEO of Ajax Union and business strategist, will take you through the ABCs of intent data. You'll learn how to effectively use it to drive business results, with practical tips on how to leverage both company and contact intent data to maximize your marketing efforts. Whether you're a seasoned marketer or just getting started, this webinar is a must-attend for anyone looking to stay ahead in the ever-evolving world of digital marketing.

Marketability

ThomsonReuters

JANUARY 6, 2022

Revenue Procedure 2022-11 (Dec. 28, 2021). Available at [link]. The IRS has issued Revenue Procedure 2022-11, which provides the indexing factor to be used by group health plans and insurers to calculate the qualifying payment amount (QPA) under the No Surprises Act for items or services provided on or after January 1, 2022, and before January 1, 2023.

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Quantive

JANUARY 6, 2022

For several reasons, most business owners get a business valuation at some […]

Business Valuation 52

Business Valuation Appraisal 52