Proposed revisions to Form 5500

The Department of Labor, Internal Revenue Service and the Pension Benefit Guaranty Corporation (the Agencies) have jointly recommended expanded filing requirements to the Form 5500, Annual Return/Report of Employee Benefit Plans. The changes, originally proposed on July 21, 2016, are intended to:  

Business valuations: A learning process

Do you think of the professional valuation of your business as a necessary step only when you’re ready to sell your business? While that’s one purpose, don’t be short-sighted: A valuation can serve many ends during the time you own your company.

Consider alternative financial metrics: NOI doesn't tell the whole story

Real estate professionals approach each transaction hoping to achieve the best possible deal. Often, the first metric they’ll assess is the property’s net operating income (NOI). But this won’t be enough for savvy investors. In most cases, you’ll need to dig deeper to find the property’s highest and best use.

Updates available: Hot apps for contractors

In the construction industry, most of the day-to-day action takes place in the field. So it’s only natural that contractors are eager to find mobile apps for smartphones and tablets that can help them work better.

Asset Protection: Shielding your individual wealth today

Like many affluent individuals, you’ve probably worked hard for years to accumulate assets and create wealth. But have you taken steps to protect your hard-earned assets?  Asset preservation is as important as asset accumulation in today’s increasingly litigious society.

New Landscape for Real Estate Investment Trusts (REITs)

The Protecting Americans from Tax Hikes (PATH) Act was signed into law in late 2015, so most investors have had time to review how it will affect their portfolios. Here’s a summary of several provisions that provide tax benefits for REITs.

The ABC's of P3s: An introduction to public-private partnerships

The United States is facing consequences from decades of deferred maintenance and under investment in infrastructure. At the same time, available public fund levels for such projects are low and resistance to increased taxation is high.

Construction Success Story: Reviewing cost-plus vs. fixed-price contracts

After 10 years in the field, a remodeling contractor had worked on quite a few jobs. Some had been set up as fixed-price contracts and others had been performed on a cost-plus basis.

Environmental due diligence can preempt costly liability

If you buy property with environmental issues, you may be liable — even if you weren’t responsible for the presence of contaminants. To best protect yourself, be sure to include environmental review as part of your due diligence.

The benefits of donating appreciated stock

Making charitable donations is a high priority for many individuals and families. Doing so enables them to financially support charitable organizations and causes they believe in and may lower their income taxes.
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