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 hope you found the information valuable and educational. Please note, for…
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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 consider multiple layers of defense working in tandem to protect…
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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 a business aircraft can undoubtedly provide numerous advantages, it is…
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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 valuable, but complex, pandemic-related credit — and the potential consequences…
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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 involved with transitioning from an employee to ownership role?” Context…
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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 of the beneficial ownership information (otherwise known as “BOI”) of…
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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 and educational. Please note, for those eligible for CPE, certificates…
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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 by regulatory agencies and not resolved at this time. We…
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Article

2023 Third Quarter Update - Assurance…

Oct 12th, 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 by regulatory agencies and not resolved at this time. We…
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Video

2023 3rd Quarter Update Webinar

Oct 11th, 2023

Thank you to those who were able to attend the 3rd Quarter Update webinar on October 10th. We hope you found the information valuable and educational. Please note, for those eligible for CPE, certificates will be…
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Case Study

Helping business owners develop a succession…

Oct 06th, 2023

Owners of family-managed business asked Elliott Davis: “Can you help us assess ownership and leadership transition options, so that we can play a more passive role in the organization and reap the most economically beneficial…
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Article

IRS suspends processing of ERTC claims

Oct 02nd, 2023

In the face of a flood of illegitimate claims for the Employee Retention Tax Credit (ERTC), the IRS has imposed an immediate moratorium through at least the end of 2023 on processing new claims for…
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