Insights & Resources

Read more about the user fee required for using an estate tax closing letter and how to request one.

The Institute for Internal Auditors (IIA) published its third annual OnRisk report: OnRisk – A Guide to Understanding, Aligning, and Optimizing Risk, which identifies and defines key risks, as perceived by boards, management, and chief audit executives.

On November 19, 2021, the U.S. House of Representatives passed the “Build Back Better Act” (BBBA), which includes an estimated $1.7 trillion in spending and an estimated $1.5 trillion in tax increases over 10 years.

The Infrastructure Investment and Jobs Act, which President Biden signed into law on November 15, 2021, reinstates Superfund excise taxes on the sale and import of certain chemicals as part of the law’s revenue raising provisions.

Read about some of the impacts of increased hospital employment and accelerated retirements resulting in shortages of replacement physician investors.

With travel to conferences and events picking up again, it is a good time to review your district’s travel guidelines and procedures.

Landing a corporate sponsorship is an accomplishment, especially in today’s economy. If you do succeed in securing a corporate sponsorship, you’ll want to keep unrelated business income tax (UBIT) from cutting into your new income.

The urgent care industry has been experiencing accelerated patient visit volume into 2021, continuing trends started in 2020.

Last week, the FFIEC issued a Joint Statement on Managing the LIBOR Transition, which highlighted risks associated with the discontinuation of LIBOR as well as supervisory expectations around this transition.

With the release of the “Pandora Papers,” there is renewed attention on transparency in corporate ownership.

We appreciate when clients ask to meet other clients. That was the impetus for developing this virtual roundtable exclusively for our emerging manager fund clients.

For most school districts, preparations are well under way to make the transition from the old lease accounting to the new as required by the Governmental Accounting Standards Board (GASB) Statement No. 87, Leases.