ThomsonReuters

NOVEMBER 2, 2021

As a corporate tax professional, you know the complexities of complying with business taxation requirements. Your company may have to file corporate tax returns in multiple states and local jurisdictions, as well as with federal — and perhaps international — tax authorities. The level of intricacy in corporate tax return filing requirements, coupled with frequent changes in tax laws, makes the job of accurately filing corporate taxes time-consuming and complicated.

Technology 59

Technology 59

LaPorte

NOVEMBER 5, 2021

(authored by RSM US LLP) Before year end, plan administrators or trustees and their auditors should discuss certain preconditions of the audit. The post SAS 136: Preparation before year end first appeared on LaPorte.

52

52

Quantive

NOVEMBER 3, 2021

The result of a successful exit often attributes back to proper timing. Ideally, it would help if you started exit planning 3-5 years out from your ideal exit date. Where is this time frame coming from? Consider the economic cycle. Being proactive in your exit planning allows you to be in control of your destiny […].

52

52

Essentials of Corporate Finance

NOVEMBER 3, 2021

On September 13, Zillow Chief Operating Officer Jeremy Wacksman stated that ''We, over time, believe this can be a service that is offered to the majority, to over 50 percent of the housing stock." Wacksman was referring to Zillow's foray into house flipping. Given Zillow's unique data, it should have inside data for the housing market. Instead, Zillow has decided to abandon house flipping , laying off 25 percent of the workforce.

Marketability 40

Marketability 40

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

NOVEMBER 4, 2021

CMS Memo: Required Federal Agency Contact Information and Website to List on Certain Documents Related to the No Surprises Act (Oct. 25, 2021). Available at [link]. CMS has issued a memorandum to group health plans, insurers, and health care providers regarding agency contact information that must be included on certain notices and disclosures relating to the No Surprises Act, enacted as part of the Consolidated Appropriations Act, 2021 (CAA).

Compliance 52

Compliance 52

LaPorte

NOVEMBER 5, 2021

(authored by RSM US LLP) The IRS has released its annual cost-of-living adjustments for retirement plan limits, effective Jan. 1, 2022. The post IRS releases 2022 retirement plan limitations first appeared on LaPorte.

52

52

The Mentor Group

NOVEMBER 1, 2021

The headline reflects the most common corporate conversion, C to S. At the same time, the prevailing tax consequences may also apply to C conversions to LLCs and S corporations buying assets from a C company in a tax-free transaction. While the actual conversion of a C corporation to an S is relatively simple, the actual tax ramifications are not. If the C has a net unrealized built-in gain (or BIG) in its assets on the effective date of the conversion, it must track dispositions of these assets

Intangible Assets 40

Intangible Assets Fair Market Value Business Valuation Marketability 40

ThomsonReuters

NOVEMBER 4, 2021

OCR Cybersecurity Newsletter: Securing Your Legacy [System Security] (Oct. 29, 2021). Available at [link]. OCR’s Fall 2021 cybersecurity newsletter addresses the importance of securing legacy computer systems—that is, systems with one or more components that have been supplanted by newer technology and are no longer supported by the manufacturer. According to OCR, all organizations ideally would use only systems that are fully patched and up-to-date, but many factors explain why health organiza

Technology 52

Technology 52

LaPorte

NOVEMBER 2, 2021

(authored by RSM US LLP) National Hispanic Heritage Month offered a fitting time to examine the community’s contributions—economic and cultural—in the United States. The post Hispanic ascendant: challenges, opportunities and the real economy first appeared on LaPorte.

52

52

Global Finance

NOVEMBER 3, 2021

Big Tech preps for going back to offices by scooping up commercial real estate.

52

52

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

Quantive

NOVEMBER 5, 2021

If you were to sell your business tomorrow, do you know how […]

52

52

ThomsonReuters

NOVEMBER 4, 2021

Talasek v. National Oilwell Varco, L.P., 2021 WL 4860133 (5th Cir. 2021). Available at [link]. An employee attempting to enroll in his employer’s ERISA-covered supplemental life insurance plan was informed that his elected coverage was “suspended” pending approval of required evidence of insurability. After some back-and-forth between the employee and the insurer, during which the employee corrected errors in his evidence-of-insurability form and provided additional materials, the insurance com

Compliance 52

Compliance 52

Quantive

NOVEMBER 4, 2021

How often should business owners get a valuation for their companies?

Appraisal 52

Appraisal 52

Quantive

NOVEMBER 3, 2021

You built a successful business, and now it’s time to sell it.

52

52

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

NOVEMBER 4, 2021

QUESTION: We are changing our company’s group health (major medical) plan from fully insured to self-insured next year. Will our plan have to comply with nondiscrimination rules under Code § 105(h) and, if so, what do these rules require? ANSWER: Self-insured health plans are subject to two nondiscrimination tests under Code § 105(h)—the Eligibility Test and the Benefits Test.

97

97