Tax Reform Myth and Reality: Leveraging Changes in the Tax Law to Achieve Your Best Tax Position
Slide Deck Click Here Recording Speaker Walter H. Deyhle, CPA/ABV/CFF, MAFF, CExP™, CEPA | Tax Partner and Director of Tax and Exit Planning Division
2017 Year End Income Tax Update
Join Gelman, Rosenberg & Freedman CPAs for a webinar focused on life events, economic conditions and tax strategies you should be thinking about before 2018. Click here to view the slides.
Business Borrowers: Here’s What to Include in Your Loan Application
Whether in expansion mode or facing a short-term cash crunch, small businesses often find themselves in need of capital. But applying for a loan is a time-consuming process that can easily become overwhelming. And there’s always the nagging doubt that — despite your best efforts — the bank will decline your application.Yet with careful planning…
How C Corporations Can Pass the Reasonable Compensation Test
When a C corporation’s shareholder-employees are given generous salaries and benefits, the corporation should be prepared to fight IRS claims that some of the compensation payments are actually disguised dividends, which were paid according to stock ownership. Specifically, the IRS will argue that the corporation can’t justify compensation amounts that exceed what’s ordinarily paid by…
Unraveling the Complexity of Expatriate Taxation: How Employers Can Achieve Compliance and Promote Employee Satisfaction
Join Gelman, Rosenberg & Freedman CPAs for an overview of common expatriate tax issues and an overview of the complex expatriate HR areas organizations face. Click here to view the slides.
Exit Planning: Preparing for the End from the Beginning
Join Gelman, Rosenberg & Freedman for an overview of the exit planning process and learn which steps you should be taking now to avoid delays and costly mistakes when it’s time to sell. Click here to view the slides.
Establishing Residency for State Tax Purposes
In the age of telecommuting and hybrid work, many employees may work in one state, but spend significant time in another. Figuring out legal residency can be complicated, but it is important to understand how to establish residency for state tax purposes. For example, consider “Pihla,” who is a long-time resident of Virginia. She works…
What Can Employers Do with Forfeited Employee FSA Balances?
When unused flexible spending account (FSA) balances are forfeited back to employers under the “use-it-or-lose-it” rule, employers have several options for what they can do with the money. Here is what employers need to know after first covering some necessary background information. Flexible Spending Account Basics Under an employer-sponsored flexible spending account (FSA) plan, employees…
IRS Form 990 Reporting Issues
In our fourth topic of the six part series, GRF audit partner Jennifer Arminger and tax partner Richard J. Locastro will discuss the most common IRS Form 990 Reporting issues such as the public support test, UBIT, transparency of information, compensation, and more. Understanding and combatting these common issues helps make the Form 990 an…
Uniform Guidance with Procurement & Sub recipient Monitoring
This presentation is from a complimentary webinar on Highlights of Uniform Guidance Subparts A-F With a Deeper Dive Into Procurement and Sub recipient Monitoring. During the webinar, presenters covered the following: Introduction to Uniform Guidance New vs. Old Regulations Subpart A: Acronyms and Definitions Subpart B: General Provisions Subpart C: Pre-Federal Award Requirements Subpart D:…