MCTMT Changes

By Krysten Hambrook

MCTMT Changes Email Barry Email Alex The Department of Taxation and Finance has issued a technical memorandum that explains recent legislative amendments to the Metropolitan Commuter Transportation Mobility Tax (MCTMT) made by the 2014-2015 Budget bill. The new law changes the MCTMT payment and filing due dates for self-employed individuals to conform to personal income…

Private Company Accounting Alternative For Variable Interest Entities

By Krysten Hambrook

Private Company Accounting Alternative For Variable Interest Entities Email Peggy As we forecasted in “Private Company GAAP Simplification: Here It Comes (Jan. 8, 2014)”, an accounting alternative to the consolidation of variable interest entities (VIE) for private companies was recently finalized. Accounting Standards Update 2014-07, “Applying Variable Interest Entities Guidance to Common Control Leasing Arrangements”…

Pennsylvania Taxation Is Different Than in Most States

By Krysten Hambrook

Pennsylvania Taxation Is Different Than in Most States Email Joe Pennsylvania isn’t like most of the other states. While states typically have some tax laws that do not conform exactly to federal income tax rules, Pennsylvania has some unusual differences that all tax preparers need to be aware of. One unusual and significant difference is…

Ownership Rewards – You Can’t Always Give What You Want

By Krysten Hambrook

Ownership Rewards – You Can’t Always Give What You Want “You can’t always get what you want” – lyrics by The Rolling Stones Today’s blog comes fresh from two recent experiences with problematic ownership issues. My not-so-clever play on words from one of my favorite groups really captures the essence of an all-too-frequent discussion with…

Tax Implications of Corporate Business Combinations

By Krysten Hambrook

There are two basic types of business combinations – taxable and nontaxable. Taxable Business Combinations (Asset Purchase) In a taxable business combination, new tax bases for acquired assets and assumed liabilities are generally determined on the basis of the fair market value. The acquirer “steps up” the acquiree’s historical tax bases in the assets acquired…

Are You A Broker-Dealer? Have You Considered A Service Audit Report?

By Krysten Hambrook

Are You A Broker-Dealer? Have You Considered A Service Audit Report? Broker-dealers play a key role in the securities and derivatives trading process in the financial services industry. Since the recent recession and failures of several major financial institutions, the demand for strong internal controls and transparency by clients and regulators has never been stronger….

The Journal Summer 2014

By Krysten Hambrook

The Journal Summer 2014 Debunking Nine Myths about Email Encryption [author-style]By Sumit Pal. CGEIT, CISA, CRISC, Principal[/author-style] Despite the increased use of text messaging, unified voice-and-text communications and social media apps, email remains the number one channel used to share sensitive business information. Therefore, enabling email encryption should be a no-brainer, especially since reports of…

The Difference Between Open-end Fund and Closed-end Fund

By Krysten Hambrook

For purposes of this article an open-end fund is a fund, which invests in assets in an established trading market. A closed-end fund is a private equity, venture capital, or real estate fund. (Not to be confused with the typical open/closed-end funds which are variations of mutual funds). Closed-end Fund The closed-end fund is an…

SALT: Revised Nonresident Audit Guidelines

By Krysten Hambrook

Revised Nonresident Audit Guidelines Email Barry Email Alex In this edition, we cover breaking news in State and Local Tax developments and provide more detailed coverage of the developments for nonresident audits in NYS. If you have any questions about the information presented below, please reach out to a member of the WithumSmith+Brown SALT Team….