DOL Overtime Rule Changes: How Do I Protect My Business From Increased Overtime Costs, Potential DOL Violations and IRS Audits?

By Krysten Hambrook

DOL Overtime Rule Provisions The minimum salary threshold is to increase from $455 to $913 per week; which equates to $23,660 to $47,476 per annum (full year employee). Salaried employees that fall below the salary threshold will be entitled to time-and-a-half wages for each hour they work beyond 40 per week. Another update to the…

Understanding the New Reporting Requirements for Not-for-Profit Entities

By Krysten Hambrook

In August 2016 the FASB issued its long awaited pronouncement on accounting and reporting by not-for-profit entities (“NFPs”). ASU 2016-14 – Presentation of Financial Statements of Not-for-Profit Entities (“the ASU”) represents the most significant overhaul of NFP financial statements since the issuance of FAS 116 and 117 in 1993. The new accounting and reporting requirements…

Becoming “A Runner”

By Krysten Hambrook

Share Becoming “A Runner” When Walsh, Jastrem & Browne was merged into the Withum family in March of 2015, Simone Chuda was one of only two Boston employees to join the Withum 300 running group. And despite essentially only beginning the program in April, she was still able to achieve her goal of 300 miles…

The Cause for Structuring in Alternative Investments

By Krysten Hambrook

The Cause for Structuring in Alternative Investments Sponsors of alternative investment funds (i.e. hedge, private equity), have relied on organizational “structures” to carry out investment objectives and maximize the after-tax returns of investors. Using partnerships preserves the tax character of income flowing to the investors, while avoiding entity-level tax. The sponsor may create separate management…

Pivot Your Business: Why Businesses Need a Modern Platform

By Krysten Hambrook

Pivot Your Business: Why Businesses Need a Modern Platform The pace of change in business today is unprecedented. According to recent research from Boston Consulting Group:     Businesses move through  their lifecycles 2x Faster today vs. 30 years ago   The five-year exit risk of  public companies 32% In the U.S. today    …

Use of Service Organizations and Fiduciary Responsibility

By Krysten Hambrook

Many entities, including retirement plans, use service organizations to perform data processing functions, such as payroll processing, investment transaction processing, and retirement plan record keeping services. If a retirement plan uses a service organization, then the retirement plan is relying on the service organization’s internal controls when processing transactions. In effect, the service organization’s internal…

Should Your Restaurant Eliminate Tipping?

By Krysten Hambrook

Over the past year, an increasing number of restaurants have been eliminating tips in an attempt to close the earnings gap between those who prepare the food and those who serve it. Restaurants are prompted by a spurt of new minimum wage proposals in major cities and an expanding number of restaurateurs are experimenting with…

Home Owners Beware of Casualty Losses

By Krysten Hambrook

In a recent tax court memo TC 2016-130 “Alphonso” held that a stockholder in a residential cooperative housing corporation failed to show that the damage from a collapsed retaining wall on the co-op’s premises was a deductible casualty loss and not a nondeductible loss caused by gradual deterioration. Alphonso, TC Memo 2016-130 An individual taxpayer…

To Value or to Calculate – That is the Question

By Krysten Hambrook

An attorney is looking to engage a valuation analyst to determine the value of an asset for a dispute matter. They reach out asking the valuation analyst to perform a calculation of value, however, is a calculation of value the proper level of services or should they engage in a full valuation? Which type of…