Monetized Installment Sales: Just Say “NO”

By Krysten Hambrook

You’re selling a piece of real estate, land, or other appreciated capital asset and a promoter pitches the perfect tax play: The Monetized Installment Sale (for the sake of this article’s word count, “M453”). M453’s are complex transactions sold by aggressive promoters who are more than comfortable operating within the IRS’ crosshairs. Recently released IRS…

New Guidance on Gross Receipts Test for the Employee Retention Credit

By Krysten Hambrook

Share On August 10, 2021, the IRS issued Revenue Procedure 2021-33 to provide safe-harbor guidance on whether businesses need to include certain government grants in gross receipts for purposes of determining eligibility for the employee retention credit (ERC). The guidance relates to PPP loan forgiveness on first draw and second draw loans, shuttered venue operator…

IRS Issues New Guidance on the Employee Retention Credit

By Krysten Hambrook

Share On August 4, 2021, the IRS released Notice 2021-49 (the “Notice”), which includes 34 additional pages of guidance clarifying the application of the Employee Retention Credit (“ERC”). Technically, the Notice applies to wages paid in the third and fourth quarters of 2021, which are governed by §3134 (enacted March 11, 2021). It also includes…

Using Microsoft Planner to Onboard New Team Members

By Krysten Hambrook

I’ve written about Microsoft Planner and Tasks before, but let’s put it into more context with a concrete example like onboarding. The shift to remote work has occurred for more than a year now. It has created a need to access resources anywhere, anytime. Onboarding resources should be no different. Planner makes it easy to…

New York Commercial Rent Tax

By Krysten Hambrook

As New York City and many countries around the world begin to resume some normalcy following the rise in vaccinations, business activities are anticipated to accelerate recovery back to pre-COVID levels. While business owners will surely welcome the increased income that should result, anticipated tax law changes will make this rebound bittersweet for many. While…

Employee Retention Credit for Healthcare Providers – Are You Eligible?

By Krysten Hambrook

Since March 2020, there have been several stimulus packages offered to provide funding to employers impacted by COVID-19. Many healthcare providers took advantage of the Paycheck Protection Program (“PPP”) loan provider relief funding and Medicare advanced payments. The Employee Retention Credit (“ERC”) is another program, originally offered through the CARES act and subsequently enhanced through…

Can My Startup Business Receive the Employee Retention Credit?

By Krysten Hambrook

Share The Employee Retention Credit (“ERC”) has become a significant source of refundable tax credits for pandemic-affected businesses. The original rules of the program had many businesses who opened during 2020 feeling left out, when it was difficult to meet some of the eligibility criteria. However, through the American Rescue Plan Act of 2021 (“ARPA”),…

Infrastructure Bill is Almost Ready for Passage

By Krysten Hambrook

Share It is the middle of summer and, yes, we still have tax and upcoming legislation on our minds. Here’s the latest. The Senate appears ready to pass a $1 trillion infrastructure bill that has been the subject of intense negotiation between Democrats and Republicans for about 4 months now. It would involve $550 billion…

Withum Named Top 25 Firm by Inside Public Accounting

By Krysten Hambrook

Inside Public Accounting Top 25, 100 Fastest Growing Organic Growth Firms and Fastest-Growing All Growth Firms Withum is proud to announce that Inside Public Accounting, the leader in practice management resources for the public accounting profession, named the Firm as the 25th top Accounting Firm in North America in their 31st annual list. This ranking…