The Comprehensive Annual Financial Report, or CAFR, is one of the most important financial documents prepared annually by governments. This voluminous report goes beyond the budget to provide a detailed…
Ask These Questions to Maximize New Pass-Through Deduction
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New Estate and Gift Planning Opportunities Unlocked by Tax Reform
For individuals considering their financial legacy, several provisions of the Tax Cuts and Jobs Act (TCJA) unlock new estate planning and gifting opportunities. Under the TCJA, the maximum federal estate…
IRS Guidance Clarifies Tax Reform’s New Repatriation Requirement
Trillions of dollars’ worth of company earnings held offshore will soon be repatriated for U.S. taxation, under the new Section 965 transition tax contained in the Tax Cuts and Jobs…
HMDA Changes are Here. Is Your Financial Institution Ready to Comply?
The Home Mortgage Disclosure Act (HMDA) has long been a focus of Fair Lending compliance examinations since it was enacted by Congress in 1975. A new push by federal regulators…
