07.13.18
Not-For-Profit Group Newsletter – Summer 2018
Will the Tax Cuts and Jobs Act Make Your UBIT Jump? Laurence Sophian, CPA, MBA As the new tax bill worked its way through Congress last fall, not-for-profits across the country raised their voices high to share concerns about its disincentives for charitable donations — as well as the proposed repeal of the Johnson Amendment. […]

06.18.18
Real Estate Group Newsletter – Spring 2018
Is a General Partner Fund Right for Your Deal? Justin Sylvan, CPA The process to launch a private real estate fund involves navigating a variety of structural complexities and business challenges. As the real estate boom reaches new heights, real estate private equity sponsors are becoming increasingly constrained and looking for new ways to fund […]

06.08.18
Law Firm Group Newsletter – Spring 2018
Is your firm ready to profit from data analytics? Joel Herman, CPA Data analytics is the process of using qualitative and quantitative techniques to increase productivity and business gain. Attorneys are increasingly seeing the value of data analytics when preparing for and trying cases. However, the potential value of number-crunching goes much further. Law firms […]

06.01.18
Wealth Management Group Newsletter – Spring 2018
What’s in the new tax law for you? Dan Newman, CPA You have likely already heard a lot about the Tax Cuts and Jobs Act (TCJA), which became law in late December. However, behind all the sound and fury, do you understand how the new tax law actually affects you? In general, the TCJA attempts […]

05.22.18
Manufacturing and Distribution Group Newsletter – Spring 2018
Compilation, review or audit: Select the right level of assurance Joel Herman, CPA The term “financial statement assurance” refers to how much confidence lenders and other stakeholders have that a company’s financial statements will be reliable, informative and in conformity with U.S. Generally Accepted Accounting Principles (GAAP) or another appropriate financial reporting framework. Higher levels […]

05.11.18
Tax Connections Newsletter – Spring 2018
The price of giving: Tax reform’s impact on charitable donations If you make substantial donations to charity, it is important to evaluate the impact of the Tax Cuts and Jobs Act (TCJA) on the “price” of your gifts. Even though charitable giving is motivated primarily by compassion and generosity rather than the availability of tax incentives, […]

04.10.18
Health Care Group Newsletter – Spring 2018
How to Handle a Medicare Audit Laurence Sophian, CPA, MBA Generally speaking, the question isn’t if you get a Medicare audit, it’s when. Every Medicare claim undergoes statistical analysis, and Medicare compares individual claims data to all other data submitted. In addition, it now does so in real time. It’s important to understand how a […]

04.05.18
Not-For-Profit Newsletter – Spring 2018
Do the Math: Deciding if You Need a CFO Marva Flanagan, CPA Not-for-profits work hard to make the world a better place in one way or another. Their ability to pursue their mission depends greatly on their financial health and integrity. That is why it is beneficial for not-for-profits to employ a chief financial officer […]

03.23.18
Real Estate Newsletter – Spring 2018
Sitting Pretty – Real Estate Industry Among the Big Winners on New Tax Law Jeffrey Newman, CPA, JD By passing the Tax Cuts and Jobs Act (TCJA) in late December 2017, Congress granted the holiday wishes of many involved in real estate. While the TCJA brought good cheer for the business community in general, the […]

03.01.18
Not-For-Profit Group Newsletter – Winter 2018
Not-for-profits must state on their IRS Forms 990 the number of independent voting members on their board of directors. Donors, state attorney generals and the media increasingly have been scrutinizing this reporting, believing that independent directors are a key ingredient of good governance.