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Sell high, buy low – this seemingly simple investing concept becomes a bit more complicated due to the taxability of capital gains realized in certain investment accounts or vehicles. In…
IRS Proposed Regulations Bring More Clarity to Eligibility Criteria for New 199A Pass-Through Deduction
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How Tax Reform Changes Treatment of Net Operating Losses for Nonprofits
Do your nonprofit’s deductions exceed unrelated business income in a given year? If so, you are eligible to take a net operating loss (NOL) in the exceeding amount. While this…
Avoid an Employee Benefit Plan Audit with These Form 5500 Compliance Tips
While it may seem like just another annual employment obligation, the federal Form 5500 is an important component of the Employee Retirement Income Security Act (ERISA), which outlines required minimum…
Business Owners Ask, RKL Answers: Can I Still Deduct Meals and Entertainment Expenses After Tax Reform?
Client dinners, corporate events and employee activities – these are all important business development and team-building tools, not to mention potentially deductible expenses for businesses. Deductions for business entertainment and…
How to Build a Roadmap for Expense Management Automation
According to the 2018 Expense Management Trends Report by Certify, Inc., 18 percent of organizations are planning to upgrade from manual systems to a web-based expense management tool. And more…
