Tax Update: February 2017

At Insero, we make it our business to stay abreast of the latest trends and technical updates in accounting, tax, and audit; and we understand how important timely updates are to our clients. As a member of the RSM US Alliance, we also have the benefit of access to the resources and subject matter experts of RSM US LLP (formerly known as McGladrey LLP). This includes regular updates on the latest federal, state, and international tax news. We hope that you find these informative and useful, and invite you to reach out to us if you have any questions.

Border Adjusted Tax proposals may impact exporters and importers
A new destination-based tax regime may be part of comprehensive tax overhaul, but details remain unclear.
Read more

New revenue recognition guidance is looming
Even though the tax rules have not changed, a change in book recognition could create a change in the tax method of accounting.
Read more

Employee stock ownership from three perspectives (video)
Employee stock ownership plans can be attractive to business owners, employees and companies overall. Anne Bushman discusses the benefits.
Watch now

Final rules require 5472s from foreign-owned disregarded entities
Read more

Capitol Hill

Source: RSM US LLP
Used with permission as a member of the RSM US Alliance
http://rsmus.com/our-insights/newsletters/tax-digest.html

Disclaimer

As always, we hope you enjoy this edition of our newsletter and we look forward to receiving your feedback. Should you have any questions regarding the information contained in the attached materials or our service offerings, please contact us directly.

Tax Update: January 2017

At Insero, we make it our business to stay abreast of the latest trends and technical updates in accounting, tax, and audit; and we understand how important timely updates are to our clients. As a member of the RSM US Alliance, we also have the benefit of access to the resources and subject matter experts of RSM US LLP (formerly known as McGladrey LLP). This includes regular updates on the latest federal, state, and international tax news. We hope that you find these informative and useful, and invite you to reach out to us if you have any questions.

Will 2017 be the year to extend your 2016 tax return?
This filing season brings many changes and unknowns that may cause taxpayers to revisit the question of filing an extension.
Businesses expanding or increasing activity in their current state or in new states should consider the benefits of state tax credits.
In light of a Trump presidency, what should business owners consider when planning their business sale?

Capitol Hill

Source: RSM US LLP
Used with permission as a member of the RSM US Alliance
http://rsmus.com/our-insights/newsletters/tax-digest.html

Disclaimer

As always, we hope you enjoy this edition of our newsletter and we look forward to receiving your feedback. Should you have any questions regarding the information contained in the attached materials or our service offerings, please contact us directly.

Tax Update: December 2016

At Insero, we make it our business to stay abreast of the latest trends and technical updates in accounting, tax, and audit; and we understand how important timely updates are to our clients. As a member of the RSM US Alliance, we also have the benefit of access to the resources and subject matter experts of RSM US LLP (formerly known as McGladrey LLP). This includes regular updates on the latest federal, state, and international tax news. We hope that you find these informative and useful, and invite you to reach out to us if you have any questions.

Special Report
On the horizon: Tax reform
Expecting tax reform to become a reality, companies and individuals may want to take action before 2016 ends.
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Revised Form I-9 Required in January 2017
Changes to the form are intended to help employers reduce technical errors and facilitate electronic completion.
Read more

Tax reform likely to occur next year
Expect tax reform to be a central focus of the new Congress and new administration in early 2017.
Read more

US Treasury’s much-anticipated debt-equity regulations
New debt-equity regulations provide documentation requirements and equity recharacterization rules. How could your business be affected?
Read more

2016 year-end state and local tax considerations
Understand legislative changes that may affect your 2016 state and local tax compliance and 2017 planning.
Download the guide

Economic and market outlooks
The middle market is an oft-overlooked part of the US economic engine. Our economic and investment insights put these trends into perspective.
Read more

Business succession financial planning and wealth Preservation
Read more

State tax claim filings: Check and check again
Read more

Is there a better way to international tax reform?
Read more

Clarification on reporting for building rehabilitation expenses
Read more

8 corporate and M&A tax considerations for year-end planning
Read more

Capitol Hill

Source: RSM US LLP
Used with permission as a member of the RSM US Alliance
http://rsmus.com/our-insights/newsletters/tax-digest.html

Disclaimer

As always, we hope you enjoy this edition of our newsletter and we look forward to receiving your feedback. Should you have any questions regarding the information contained in the attached materials or our service offerings, please contact us directly.

Tax & Business Letter: Winter 2016

This issue’s topics include:

  • Hiring for the holidays? Pay attention to your Affordable Care Act responsibilities
  • Keep your business healthy with a comprehensive annual checkup
  • Are you making the most of your vehicle expense deductions?
  • Get your finances in shape for 2017
  • Use this free tool to proactively monitor your credit
  • This tax break offers benefits and surprises

Capture

Click Here to Download

(more…)

Tax Update: November 2016

At Insero, we make it our business to stay abreast of the latest trends and technical updates in accounting, tax, and audit; and we understand how important timely updates are to our clients. As a member of the RSM US Alliance, we also have the benefit of access to the resources and subject matter experts of RSM US LLP (formerly known as McGladrey LLP). This includes regular updates on the latest federal, state, and international tax news. We hope that you find these informative and useful, and invite you to reach out to us if you have any questions.

4 tax issues driven by organic growth
Taxation of internally-generated profits can vary. Capital investments in new products, services or facilities can create tax opportunity or risk.
Read more

Managing your personal wealth after leaving a closely held business
Business succession financial planning requires introspection. You must quantify core capital needs and define estate and charitable goals.
Read more

US Supreme Court to hear Delaware unclaimed property check dispute
Twenty-three states challenge the escheat of MoneyGram official checks, claiming instruments should have escheated to state of purchase.
Read more

FATCA and other year-end global information reporting considerations
Read these tips for internationally active taxpayers on FATCA classifications, preparation for CRS reporting and more.
Read more

Business succession planning: Why it is critical to revisit your plan now
The ins and outs of estate planning strategies and key provisions of the proposed regulations to section 2704 and how to prepare.
Read more

Current issues and opportunities for ESOP companies
The ESOP community remains vibrant with maturing ESOPs and many beginning to explore the possibility.
Read more

6 steps to solving the country-by-country reporting challenge
Learn a straightforward six-step process to help U.S. multinationals address new IRS country-by-country reporting requirements.
Read more

Draft remote seller legislation provides unique federal solution
Read more

Review your tax technology now to avoid headaches tomorrow
Read more

Follow new guidance when correcting qualified retirement plan errors
Read more

Apple’s influence on international tax policy
Read more

Capitol Hill

Source: RSM US LLP
Used with permission as a member of the RSM US Alliance
http://rsmus.com/our-insights/newsletters/tax-digest.html

Disclaimer

As always, we hope you enjoy this edition of our newsletter and we look forward to receiving your feedback. Should you have any questions regarding the information contained in the attached materials or our service offerings, please contact us directly.

Tax Update: October 2016

At Insero, we make it our business to stay abreast of the latest trends and technical updates in accounting, tax, and audit and we understand how important timely updates are to our clients. As a member of the McGladrey Alliance, we also have the benefit of access to the resources and subject matter experts of RSM US LLP (formerly known as McGladrey LLP). This includes regular updates on the latest federal, state, and international tax news. We hope that you find these informative and useful, and invite you to reach out to us if you have any questions.

Employment tax and employee benefits: 5 issues for growing companies
A growing workforce means growing tax and employee benefit challenges.
Read more

Are you ready for your business’ succession?
Important owner readiness considerations.
Read more

2017 fixed asset management primer
Assess and improve your fixed asset strategy and implement best practices that can maximize efficiency, accuracy and benefits.
Read more

International tax controversy: New developments and opportunities
Our tax professionals will discuss new IRS developments that affect international tax controversy matters in this webcast.
Read more

Proposed 2704 regulations have significant life insurance implications
Proposed 2704 regulations: Loss of discounts could materially impact liquidity needs and planning with existing policies.
Read more

Frequently asked questions on country-by-country reporting (CbCR)
A guide for multinational corporations regarding country-by-country reporting questions and BEPS.
Read more

First steps to finding the right tax department resource balance
Redesigning your tax department? Assess your current state first. These three questions will help direct you to optimal tax resource management.
Read more

Retailers must be mindful of gift card tax pitfalls
Retailers should assess gift card procedures including an annual review of reporting, sales tax, unclaimed property and more.
Read more

Is your sales force creating nexus around the country?
Read more

Foreign federal contractors must act quickly to avoid 2% excise tax and penalties
Read more

Will your health plan trigger IRS penalties?
Read more

Source: RSM US LLP
Used with permission as a member of the McGladrey Alliance
http://rsmus.com/our-insights/newsletters/tax-digest.html

Disclaimer

As always, we hope you enjoy this edition of our newsletter and we look forward to receiving your feedback. Should you have any questions regarding the information contained in the attached materials or our service offerings, please contact us directly.

Tax Update: September 2016

At Insero, we make it our business to stay abreast of the latest trends and technical updates in accounting, tax, and audit and we understand how important timely updates are to our clients. As a member of the McGladrey Alliance, we also have the benefit of access to the resources and subject matter experts of RSM US LLP (formerly known as McGladrey LLP). This includes regular updates on the latest federal, state, and international tax news. We hope that you find these informative and useful, and invite you to reach out to us if you have any questions.

6 keys to effective tax planning when growing by merger or acquisition
Tax planning is vital in an acquisition. Learn six federal, state and international M&A tax considerations that may shape your transaction.
Read more

Company Readiness: 5 ways to get your business ready for succession
Establish initial goals, focus on core actions and gain control of your business succession plan. Plan well today to minimize conflict tomorrow.
Read more

PATH act increases tax benefit of foreign investment in US real estate
Recent tax changes to FIRPTA may affect foreign investors in U.S. real estate and real property interests.
Read more

Applicable rates decline for August—which means what, exactly?
A dip in interest rates renews opportunities for wealth transfer.
Read more

Should you be registered for Canadian GST/HST?
U.S. companies doing business in Canada need to understand the Canadian sales tax landscape.
Read more

Proposed restrictions on nonbusiness assets in spinoffs
Read more

New deadlines for 2016 wage reports: Is your company ready?
Read more

US Congressman taking steps to preserve Quill among recent criticism
Read more

Source: RSM US LLP
Used with permission as a member of the McGladrey Alliance
http://rsmus.com/our-insights/newsletters/tax-digest.html

Disclaimer

As always, we hope you enjoy this edition of our newsletter and we look forward to receiving your feedback. Should you have any questions regarding the information contained in the attached materials or our service offerings, please contact us directly.

Tax Update: August 2016

At Insero, we make it our business to stay abreast of the latest trends and technical updates in accounting, tax, and audit and we understand how important timely updates are to our clients. As a member of the McGladrey Alliance, we also have the benefit of access to the resources and subject matter experts of RSM US LLP (formerly known as McGladrey LLP). This includes regular updates on the latest federal, state, and international tax news. We hope that you find these informative and useful, and invite you to reach out to us if you have any questions.

5 myths that keep companies from filing for WOTC
Mistaken ideas about the Work Opportunity Tax Credit (WOTC) keep many employers from realizing tax savings.
Read more

The future of carried interest?
Carried interest is always a hot topic in partnership taxation. Is change coming and, if so, what might it look like?
Read more

Minnesota Supreme Court upholds partial MTC repeal
Minnesota Supreme Court holds the enactment of the MTC did not create a contract prohibiting the state from partially repealing the law.
Read more

What’s the deal with sales and use tax on remote purchases?
Growth in remote purchasing has states seeking ways to collect the sales tax funds they are due, holding both retailers and consumers responsible.
Read more

Tax planning for high net worth individuals immigrating to United States
Understand the U.S. income, gift and estate tax exposures of immigrating to the United States.
Read more

BEPS will mean higher costs and uncertainty for middle-market companies
A 2016 survey commissioned by RSM and conducted by Euromoney Institutional Investor found middle-market companies face major impact from BEPS.
Read more

Research tax credit limitations for partners and S corporation shareholders
Read more

IRS addresses deferred revenue treatment in taxable stock acquisition
Read more

Source: RSM US LLP
Used with permission as a member of the McGladrey Alliance
http://rsmus.com/our-insights/newsletters/tax-digest.html

Disclaimer

As always, we hope you enjoy this edition of our newsletter and we look forward to receiving your feedback. Should you have any questions regarding the information contained in the attached materials or our service offerings, please contact us directly.

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