Chris Curtain
MARCH 18, 2021
The distinction between valuation and evaluation as nouns is that valuation is an estimate of an object’s worth, while evaluation is an appraisal, such as an annual staff performance analysis used to justify a pay raise or promotion, or a description of a specific event. A business evaluation is a term used by management consultants […].
ThomsonReuters
MARCH 17, 2021
QUESTION: Next year, our company will set up an HRA and a health FSA covering the same employees. In what order should reimbursements be paid from these two plans? ANSWER: Unless you design your plan differently, the general ordering rule is that expenses are paid first from the HRA, until the HRA balance is exhausted, and then from the health FSA. However, this general rule makes it more likely that unused health FSA funds will be forfeited, especially in health FSAs that do not allow carryover
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Deal Law Wire
MARCH 18, 2021
The COVID-19 pandemic has changed the way in which we interact with the world. From working, to shopping, to socializing, most aspects of our daily lives have moved to the online world. Consumers now expect effective online platforms for all goods and services, and businesses have been forced to adapt quickly. The need for robust online technologies drove a number of large M&A transactions for enterprise technologies in 2020.
ThomsonReuters
MARCH 15, 2021
It is the question at the back of every tax practitioner’s mind this tax season – will tax season be extended? So far, we’ve only seen one instance of local filing deadline extensions in Texas, where the deadline was pushed to June 15 th due to complications resulting from severe winter storms. While the IRS has issued statements that April 15 th will be the deadline, it’s become clear in the last year that legislation can change on a whim, and so the question lingers.
Speaker: Susan Spencer, Principal of Spencer Communications
Intent signal data can go a long way toward shortening sales cycles and closing more deals. The challenge is deciding which is the best type of intent data to help your company meet its sales and marketing goals. In this webinar, Susan Spencer, fractional CMO and principal of Spencer Communications, will unpack the differences between contact-level and company-level intent signals.
ThomsonReuters
MARCH 17, 2021
Form 8915-E (Qualified 2020 Disaster Retirement Plan Distributions and Repayments) and Instructions (2020); Form 8915-D (Qualified 2019 Disaster Retirement Plan Distributions and Repayments) and Instructions (2020); Form 8915-C (Qualified 2018 Disaster Retirement Plan Distributions and Repayments) and Instructions (2020); Form 8915-B (Qualified 2017 Disaster Retirement Plan Distributions and Repayments) and Instructions (2020); Form 8915-A (Qualified 2016 Disaster Retirement Plan Distributions a
ThomsonReuters
MARCH 18, 2021
Following the path paved by 2020, the IRS has extended the tax deadline from April 15 th to May 17 th , 2021. On Monday, I discussed the arguments supporting an extension being unlikely this year, but as of Wednesday, we’re operating on a new timeline. While we knew this wasn’t completely out of the realm of possibility, practitioners are now gearing up for another prolonged busy season, but the good news is there are ways to stay ahead.
Business Valuation Zone brings together the best content for business valuation professionals from the widest variety of industry thought leaders.
ThomsonReuters
MARCH 17, 2021
Modifications to the HIPAA Privacy Rule to Support, and Remove Barriers to, Coordinated Care and Individual Engagement, 45 CFR Parts 160 and 164, 86 Fed. Reg. 13683 (March 10, 2021). Available at [link]. HHS has extended the public comment period for proposed HIPAA privacy regulations (see our Checkpoint article ) that, among other changes, would modify the individual right to access protected health information (PHI), revise the Notice of Privacy Practices, and clarify health plans’ use and dis
ThomsonReuters
MARCH 15, 2021
The Ides of March. Many will remember the famous line from William Shakespeare’s play Julius Caesar where a soothsayer gets Cesar’s attention by telling him to, “Beware the Ides of March.” It was advice Caesar did not take, and probably should have, since he was assassinated on March 15 (44 A.D.). However, in Roman times, the Ides of March was typically known as a deadline for settling debts.
ThomsonReuters
MARCH 18, 2021
Strategies for Compliance Automation with ONESOURCE. When you automate your tax processes , workflow management significantly improves. Automation can reduce processing times from days to seconds, saving time and money while ensuring that your data is accurate and processed correctly. And automated processes help eliminate human error and can scale to meet your needs.
ThomsonReuters
MARCH 18, 2021
How workflow engines increase the value of tax data. Do you have confidence in your data? A workflow engine can give you a methodology for owning and managing your tax data so that its value and validity increase as it travels across the tax lifecycle. The more your data is validated across the different systems in a tax workflow engine, the more confident you can be that it is valuable and accurate.
Speaker: Wayne Spivak - President and Chief Financial Officer of SBA * Consulting LTD, Industry Writer, and Public Speaker
The old adages that "cash is king" and "you can’t spend profits" still hold true today. But however well-known these sayings might be, it requires a change in mindset to properly implement a cash flow management system that predicts your business's runaway as accurately as possible. Key to this new mindset is understanding the difference between the Statement of Cash Flows, a historical look at the source and uses of cash, and the Cash Flow Statement, which uses transaction history and forward-l
ThomsonReuters
MARCH 16, 2021
The past few years have been extraordinarily challenging for the professionals who oversee supply chains at multinational corporations. They have managed an unprecedented series of disruptions that imperiled international commerce, threatened companies’ survival, and elevated global trade management to a top concern for the C-suite and corporate directors.
ThomsonReuters
MARCH 19, 2021
The attorneys general of 21 states have released a letter to Treasury Secretary Janet Yellen, seeking clarification regarding a provision of the American Rescue Plan Act of 2021 (ARPA) that, in their view, threatens to encroach on state sovereignty. ( Letter from State Attorneys General to U.S. Treasury Secretary, Treasury Action to Prevent Unconstitutional Restriction on State’s Fiscal Policy through American Rescue Plan Act of 2021, 03/15/2021.).
ThomsonReuters
MARCH 17, 2021
Richard R. Jones, FASB Chair. FASB Chair Richard Jones joined the board amid the COVID-19 pandemic about nine months ago, an unprecedented time in the nation and worldwide that is still unfolding. Jones spoke with Thomson Reuters in March 2021 about the board’s priorities and review of revenue, leases, and credit loss rules amid economic uncertainty.
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