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There are four criteria that need to be met for a trust to qualify as an Eligible Designated Beneficiary.

July 19, 2021

Article
Here’s how to help reduce deal-killing delays while ensuring your diligence is adequate.

July 14, 2021

Article
California approved aid for cities and counties to help eligible cannabis businesses transition to permanent licenses.

July 09, 2021

Article
Colorado follows California and Virginia steps in privacy, and passes a new privacy law.

July 08, 2021

Article
The European Commission’s latest decision allows personal data to flow freely from the U.K. to the EU.

July 08, 2021

Article
Lenders no longer need Loan Necessity Questionnaires from borrowers seeking forgiveness on PPP loans over $2 million.

July 07, 2021

Article
California and Illinois proposed bills to bypass the federal limit on state and local tax deductions for individuals.

July 06, 2021

Article
Understanding common reasons M&A deals fail can help VC and PE investors avoid a similar fate.

July 01, 2021

Article
A discussion on finding ways to optimize processes and solve challenges through automation.

June 30, 2021

Article
Aligning to a framework, such as Microsoft’s SSPA, can help you protect internal and customer data.

June 29, 2021

The key question is whether the service is crypto-related or financial.

June 24, 2021

Article
Relying on a bookkeeper can lead to costly accounting messes and delay or endanger deals.

June 24, 2021

Article
Compare key features in Dynamics GP and D365 BC to see which solution is the best fit for you.

June 23, 2021

Article
Help ensure a smoother and more successful public filing by preparing a thorough equity management program.

June 22, 2021

Article
Proposed capital gains tax increases may require some individuals to carefully plan to minimize their exposure.

June 22, 2021

Article
 New rules for data transfers from controllers or processors in the EU/EEA to those outside the EU/EEA.

June 22, 2021

Article
The changes impact taxable income calculation and apportionment; one combined reporting filing is due July 1.

June 17, 2021

Article
The plan to alter tax policy in 2022 includes tax rate increases, but also expanded savings opportunities.

June 17, 2021

Article
The proposed bipartisan legislation would impact private foundations and donor-advised funds and their tax exposure.

June 17, 2021

Article
Compare key features Solver can offer against Microsoft Dynamics GP Management Reporter.

June 15, 2021

Article
SaaS companies with business in Chicago and many Colorado cities will now be subject to sales and use taxes.

June 15, 2021