PPP Loan Forgiveness May Not Always Be Tax-Free

By Allison Katz

The IRS recently issued a chief counsel advice memorandum (CCA 202237010 (Aug. 19, 2022)) addressing the proper treatment of improperly forgiven PPP loans. The IRS ruled that the PPP loan forgiveness amount is not tax-free, even if the SBA and lender granted the borrower full loan forgiveness, if the taxpayer did not satisfy the factual…

Global Summit Series: Doing Business in India

By Jessica Forenza

Food: Sightseeing: On-Demand Webinar: Global Summit 2022 Keynote Listen in as Dr. Kevin Lyons provides insight into how the global community can start to think about what we can do together to minimize the impacts of climate change on our culture and the supply chains that also connect us.

Taking Aggressive Tax Positions in Light of the Expected IRS Hiring Binge

By Allison Katz

Thanks to the Inflation Reduction Act the IRS is hiring thousands of new field agents and examiners. Before this new funding, taxpayers of all stripes and income brackets enjoyed a period of very low audit rates due to the IRS’s shrinking workforce, which further exacerbated the audit statistics. As a result, the chances of getting…

Power Platform Environments and When to Use Them 

By Allison Katz

In this post, I will review each of the Power Platform environments and discuss best practices for their use in helping you avoid any gotchas and data loss. If you don’t know anything about Power Platform environment types, you might want to read my prior blog post, What IT Professionals Need to Know About Power…

SOLD!(?) – Is It Still a Good Time to Exit?

By Allison Katz

Selling a closely held business isn’t significantly different from selling publicly traded stocks – you never want to exit at a low, if it can be avoided – but are you sure you’re exiting near the high? Due to unforeseen fallout from the COVID-19 pandemic, many industries contemplating “end of days” scenarios two years ago…

How Distributors Can Defy Disruptions

By Whitney Irish

The distribution value chain has faced numerous disruptions over the years. A business’s ability to respond to these disruptions determines its success. However, simply responding to each change through minor business adjustments is no longer feasible. Instead, distributors must first understand the underlying disruptions in the industry, then learn new strategies to become influential players….

Is It Time for Businesses To Invest in Electric Vehicles?

By Allison Katz

New Section 45W Credit for Qualified Commercial Clean Vehicles Is now the time to replace gas powered vehicles for electric vehicles? For vehicles acquired after 2022, the Inflation Reduction Act (IRA) provides a new business credit for qualified commercial clean vehicles, in an amount equal to the lesser of 15% (or 30% for a vehicle…

Cybersecurity Guidance for Employee Benefit Plans Released by the DOL

By Krysten Hambrook

In April 2021, the Department of Labor (DOL) announced official guidance relating to cybersecurity best practices, including maintaining security frameworks, reducing cyber risks, and ensuring retirement benefits are protected. The guidance is targeted for plan sponsors, fiduciaries, and record keepers of all sizes and regulated by ERISA, as well as plan participants and beneficiaries. The…

IRS Updates Simplified Method for Portability Election

By Allison Katz

The IRS issued a simplified method for taxpayers to obtain an extension to make a portability election on July 8, 2022. This new publication, Rev. Proc. 2022-32,2022-1 IRB 144, has superseded the 2017 publication, Rev. Proc. 2017-34,2017-26 IRB 1282. A portability election is an election that allows a surviving spouse to apply a deceased spouse’s…