Managing Cash Flow for Restaurants and Retailers

By Krysten Hambrook

Liquidity, timing of collections, contractual obligations, how to work with vendors and customers are just a few of the topics that come to mind when evaluating cash flow forecasting and managing debt compliance. Navigating through the disruption has not been an easy task for restaurants and retailers— making cash flow management an integral element of…

Will Congress Pass Another Round of Stimulus Legislation?

By Krysten Hambrook

Share The House of representatives passed a stopgap funding bill on September 22, 2020 to keep the federal government funded through December 11, 2020. This was made possible after the parties struck a deal on aid to farmers and on food assistance for low-income families. This bill is also significant for what it did not…

IRS Releases Draft 2020 Form 990-T With Significant Changes

By Krysten Hambrook

Share The IRS recently released a draft of the 2020 Form 990-T (Exempt Organization Business Income Tax Return), which contains substantial changes from the previous form, including new Schedule A (Unrelated Business Taxable Income from an Unrelated Trade or Business). The redesigned Form 990-T reflects the incorporation of the Unrelated Business Income “Silo” rules, as…

Will Taxes Go Up Under a Biden Presidency?

By Krysten Hambrook

Share We have three new developments to report regarding the paycheck protection program (“PPP”). The first is that we have heard from lenders that the Small Business Administration (“SBA”) has picked up the pace in final approvals for borrower loan forgiveness applications, specifically for loans under $2 million. Based on information gathered from the lending…

Opportunities to Utilize Involuntary Conversions of Real Estate for Natural Disaster Relief

By Krysten Hambrook

When taxpayers think about the replacement of one investment real estate property with another, the conversation generally centers around the popular 1031 exchange, the commonly used name for exchanges of property covered within Internal Revenue Code (IRC) section 1031. However, a second option is available within IRC section 1033, known as an Involuntary Conversion, that…

Sage Intacct Accounts Payable – Bill Approvals Best Practices

By Krysten Hambrook

Share Control and Best Practices All businesses must establish controls to fortify each of their processes with proper regulatory compliance, organization and accuracy in their execution. Today’s focus on controls is honed in on the bill approval process. If you haven’t done so already, it is important to establish distinct preparer and approver roles within…

Prevent Fraud and Embezzlement by Automating Your Internal Controls

By Krysten Hambrook

Share Labor unions are subject to oversight by the U.S. Department of Labor (the “DOL”), including various mandates by the DOL affecting the transactions and procedures of labor organizations. This is meant to provide transparency for the proper handling of dues and the appropriate use of its resources. But whether it is to comply with…

The Bankruptcy Process Part IV: Emergence

By Krysten Hambrook

This is the moment you worked so hard for: the ride is ending, and your cart is rolling back to the station. The creditors voted on your plan, and the court approved it; you set an effective date, reorganized the business, and now you can move forward outside of the bankruptcy. Getting to this point…

Getting Educated on Rental Income for Educational Organizations

By Krysten Hambrook

Share While the uncertainty of these times has affected exempt organizations across the board, educational institutions have uniquely felt its impact. Between the need to shift to virtual services, whether in-part or full-time, or reimagine the in-person learning experience, these organizations have had to reevaluate how they operate and how they utilize their space. What…

Top 10 COVID Safety Protocols for Private Schools

By Krysten Hambrook

Share As schools are reopening, there has been plenty of political and social commentary about the rights of private schools to open for in person learning, even as the public school down the street remains closed. It’s been widely documented that private schools are more flexible when it comes to providing in-person education, which is…