ThomsonReuters

NOVEMBER 12, 2020

Back in November 1919, President Woodrow Wilson first proclaimed November 11 as “Armistice Day.” He noted that: “To us in America, the reflections of Armistice Day will be filled with solemn pride in the heroism of those who died in the country’s service and with gratitude for the victory, both because of the thing from which it has freed us and because of the opportunity it has given America to show her sympathy with peace and justice in the councils of the nations.̶

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Compliance 52

Appraisal Rights

NOVEMBER 12, 2020

Does Washington state offer appraisal rights (also known as dissenters rights)? Yes it does – according to this post from the Jacob Freeman Law Firm in Seattle. And unlike Delaware (indeed, unlike the majority of US states ), Washington does not have a “market out exception”. We’ve covered before that the somewhat maligned “market out exception” can prevent appraisal rights when a minority shareholder can sell their shares into a market, making Washington a potentially favorable state for app

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ThomsonReuters

NOVEMBER 12, 2020

QUESTION: Our company, which is operating remotely during the COVID-19 pandemic, recently learned that an employee failed to inform us of his divorce, which occurred four months ago. Because our health plan does not cover divorced spouses except through COBRA, we would like to retroactively cancel the former spouse’s coverage back to the date of the divorce.

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ThomsonReuters

NOVEMBER 12, 2020

Hampton v. Nat’l Union Fire Ins. Co., 2020 WL 5946967 (N.D. Ill. 2020). This case considered whether a benefits committee had properly delegated discretionary authority to a service representative to make an adverse benefit determination for accidental death benefits, so that the court could apply a deferential standard of review. It was undisputed that the committee (and named fiduciary) was granted complete administrative and discretionary authority over the plan.

Compliance 52

Compliance 52

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 11, 2020

As a leader in your firm, you are persistently looking for the key to strengthen your CPA advisory relationships and build those long-term clients. However, advisory services can often be met with certain resistance and fears. In this episode of Pulse of Practice “A Conversation with Angie Grissom”, Paul Miller, CPA from Business by Design , and I are joined by Angie Grissom, Owner and Chief Relationship Officer of The Rainmaker Companies.

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Start-ups Accounting Firms Compliance Marketability 52

ThomsonReuters

NOVEMBER 11, 2020

Financial Reporting in the COVID-19 Era: Technology Can Help Accounting Professionals Ask—and Answer—the Right Questions. To address the many accounting and financial reporting challenges triggered by COVID-19, accounting professionals must know what to watch for when preparing financial disclosure statements this year—and how technology can guide and empower them in the process.

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ThomsonReuters

NOVEMBER 10, 2020

Get Ahead of Shifting Global Compliance Deadlines with ONESOURCE Calendar. No matter the size of the organization they serve, tax and accounting professionals are continuously challenged to keep track of changing corporate compliance deadlines and due dates. This includes deadlines for jurisdictions across the globe, as well as a variety of tax types and business filings including income tax, VAT, and statutory reporting.

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ThomsonReuters

NOVEMBER 12, 2020

Final Rule: Updated Life Expectancy and Distribution Period Tables Used for Purposes of Determining Minimum Required Distributions, 26 CFR Part 1, 85 Fed. Reg. 72472 (Nov. 12, 2020). Available at [link]. The IRS has finalized regulations updating the tables used by retirement plans (including 401(k) plans) to calculate required minimum distributions (RMDs).

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ThomsonReuters

NOVEMBER 12, 2020

Jimenez v. Laborer’s Welfare Fund, 2020 WL 5979653 (N.D. Ill. 2020). Available at [link]. A participant in a union-sponsored health plan sued her union, and the welfare fund providing coverage, for sex discrimination, alleging that both violated Title VII by refusing to enroll her same-sex spouse in the plan. In this early proceeding, the court has refused the union’s motion to dismiss and has allowed the case to continue.

Compliance 52

Compliance 52