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News & Updates

Article

Interplay Between R&D Tax Rules and…

Dec 01st, 2023

By Justin Herp On September 8, 2023, the Internal Revenue Service (IRS) released Notice 2023-63, which provides interim guidance outlining forthcoming proposed regulations under section…
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Video

Financial Services Group Risk Management,…

Nov 20th, 2023

Thank you to those who were able to attend the Financial Services Group Risk Management, Compliance & Internal Audit Forum webinar on November 16th. We…
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Article

Strengthening Cybersecurity- Part 3: Peeling…

Nov 15th, 2023

Introduction In this digital age, where data is often more valuable than gold, protecting sensitive information is essential. To achieve robust cybersecurity, it’s crucial to…
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Article

Tax Considerations when Purchasing Aircraft

Nov 09th, 2023

In today’s fast-paced business world, air travel has become a vital tool for executives and entrepreneurs seeking efficiency, flexibility, and accessibility. While owning or leasing…
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Article

IRS offers a withdrawal option to businesses…

Nov 07th, 2023

Recent IRS warnings and announcements regarding the Employee Retention Tax Credit (ERTC) have raised some businesses’ concerns about the validity of their claims for this…
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Case Study

Helping owners transition shares and prepare…

Nov 06th, 2023

Owners of a successful, quickly growing engineering firm asked Elliott Davis: “Can you help us present to our key employees the operational and financial implications…
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Article

Beneficial ownership information reporting…

Oct 31st, 2023

The Corporate Transparency Act (“CTA”) was enacted into law as part of the National Defense Act for Fiscal Year 2021. The CTA requires the disclosure…
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Video

Financial Services Group Tax Update Webinar

Oct 26th, 2023

Thank you to those who were able to attend the Financial Services Group Tax Update webinar on October 25th. We hope you found the information valuable…
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Article

3rd Quarter Financial Services Update

Oct 16th, 2023

In this edition of the quarterly communication, we have provided information about financial reporting and accounting issues – some of which are currently being evaluated…
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