Digital Assets in Estate and Trust Planning Have you ever wondered what would happen to your Capital 360 online bank account, your music library purchased from Apple and stored on the cloud, or your social media accounts – including Facebook – after your death? What rights does your family, spouse, executor or trustee have to…
Getting Your Pitch on the Right Page “I am them, they are me, we are all singing, I have the mouth.” – a line from Fabiola, a Mel Brooks character. So another week of reviewing pitch decks has passed, and as the saying goes, “The more things change; the more they stay the same.” I…
Qualified Improvement Property – An Opportunity To Accelerate Cost Recovery Those who follow tax law and the seemingly constant bickering between our two political parties on tax policy are no doubt familiar with what has been an annual tradition – the retroactive extension of various expired tax provisions through extenders legislation. For the past few…
The State of Affairs In The Alternative Asset Management Industry The asset management industry continues to grow and thrive across the globe. Registered funds continue to dominate in size but the alternative investment industry is making great strides. The alternative asset management industry is closing 2016 with north of $8 trillion dollars under management. The…
If your company is not yet using interactive business intelligence visualization software, then you are sacrificing valuable insights. BI is one of the top trends to watch for in 2017, and many companies are making the smart decision to embrace new business intelligence tools, like Power BI. Our Power BI review reveals how business intelligence software…
Sales Tax – If You Thought You Had Enough Of Its Complexities; It’s Only Getting Worse! As technology evolves, so should tax policy. More often than not this is not the case. Technology evolves much quickly than tax policy, therefore leaves plenty of room for discrepancies and loop holes in the law. This is mostly…
New York State Requires Driver’s License Information for E-Filing Cybersecurity is a big concern for everyone, including the federal and state taxing authorities. In an effort to further cut down on fraud associated with income tax returns, New York State now mandates the disclosure of a taxpayer’s driver’s license or state identification information. For security…
“Business intelligence” and “big data” are some of the latest buzzwords appearing in the top trends for 2017. By now, your company may even be exploring new business intelligence solutions – like Microsoft Power BI. But what is Power BI? What’s the difference between Power BI on-premise and other solutions? And how can Power BI help…
Regulation and Tax Implications of Crowdfunding Crowdfunding has gained popularity in recent years as being one of the best ways to raise money from a large number of people. There are three distinct types of crowdfunding: Reward-based crowdfunding Donation-based crowdfunding Equity-based crowdfunding (also known as regulation crowdfunding) In regards to equity-based crowdfunding, the SEC adopted…