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Posts in 2011

Good News for 990 e-Filers

December 27, 2011
Joyce Ripianzi

In case you missed the recent notice from the IRS: tax-exempt organizations that are required to file their 990 returns by January 17, 2011 or February 15, 2012 now have until March 30, 2012 to do so. [...]

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BESP - Have You Made Your List and Checked It Twice?

December 21, 2011
Pamela Sintros

If not, you may find the new rules are a bit naughty and not so nice …
Effective, January 1, 2011, both public and privately-held companies are required by the FASB to use [...]

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5 Reasons to Avoid an Employee Stock Ownership Plan

December 16, 2011
Gregg Hamilton-Piercy, MFA Cornerstone Consulting

As mentioned in my November post, an employee stock ownership plan (ESOP) is an employee benefit plan that serves as a tax-qualified, defined-contribution retirement plan and presents [...]

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What Crowd Funding Legislation Reform Means for Entrepreneurs

November 23, 2011
Travis Drouin

Earlier this month, the House of Representatives passed several bills relating to small business financing, including the headline-making “Entrepreneur Access to Capital Act” (HR 2930), intended to ease decades-old regulations regarding crowd funding. [...]

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5 Reasons to Implement an Employee Stock Ownership Plan

November 16, 2011
Gregg Hamilton-Piercy, MFA Cornerstone Consulting

An employee stock ownership plan (ESOP) is an employee benefit plan that serves as a tax-qualified, defined-contribution retirement plan. [...]

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Charities Must Notify Attorney General of Major Changes

November 2, 2011
Joyce Ripianzi

As funding dries up and some Massachusetts charities begin planning for a regrettable, but inevitable restructuring or cessation of operations, they need to bear in mind that [...]

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Three Tax Issues to Keep in Mind when Forming a Partnership

October 26, 2011
Scott Davis

When speaking to owners of startup companies and others who are considering the formation of a partnership or LLC, I find that many are curious about the tax implications of such a move. [...]

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Is XBRL More Than Just a Compliance Expense?

October 19, 2011
Tracy Curley

With XBRL (eXtensible Business Reporting Language) now in its third phase of implementations, nearly all public companies using U.S. GAAP are now required to submit data in the fully searchable, digital format. [...]

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Tips for Nonprofit Audit Committees

October 5, 2011
Christine Schneider

In last week’s post, What Makes a Great Audit Committee?, I suggested some criteria to consider when selecting or evaluating the members of an audit committee.

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What Makes a Great Audit Committee?

September 28, 2011
Christine Schneider

Your audit committee can serve as a powerful tool for your company, and its potential to do so is determined by the expertise of the individuals that comprise it. [...]

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The 5 Principles of a SOC 2 Report

September 21, 2011
Matt Pettine, MFA Cornerstone Consulting

The new SOC (Service Organization Control) 2 reports provide information and assurance relating to a service provider’s non-financial control environment and are most commonly based upon a combination of one or more of the Trust Services Principles.

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You Might Qualify for the R&D Tax Credit – Yes, You.

September 7, 2011
Erin Carmody

The U.S. government distributes billions of dollars in research and development (R&D) tax credits each year – but the money isn’t just for research labs. [...]

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A Bit of Perspective in This Anxious Investment Environment

August 24, 2011
Stephen Fusi, Senior Wealth and Investment Advisor, New Wealth Advisors

The current anxious investment environment will eventually pass. While that may be of little consolation, it is a future point of focus that should not be ignored. [...]

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Disclosing Your Tax-Exempt Information

August 17, 2011
Christine Schneider

When your tax-exempt organization receives a request for inspection of its federal filings – Form 990 or 990-EZ, 990-T if applicable and its application for tax exemption – do you know how to respond? [...]

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Liquidation Diligence and the Importance of Acting Quickly

August 10, 2011
Steve Jones

When the economy is down, bankruptcies are up. Consequently, as protection against the impending costs associated with this increased risk, lenders should be focusing their attention not only on the quality of collateral but also on just how [...]

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Using Roth IRAs to Mitigate “Double Taxation” of International Investments

August 5, 2011
Jeff Arsenault

As I and my colleagues have mentioned in previous blog posts, investing in a Roth IRA has a number of tax-related advantages. The $100,000 income limit window on converting a traditional IRA to a Roth IRA [...]

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Internal Controls Assessments: You Have Now Reached a Comfortable Cruising Altitude

July 27, 2011
Lisa Whittemore, MFA Cornerstone Consulting

When a business is first founded, the President has their hand in each and every business process. They make the widgets. They sell the widgets. They collect the cash for the widgets.

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State Sales Tax Nexus Requirements – What Every Company Should be Considering

July 13, 2011
Shannan G. Cuddy

Businesses that sell products or services in interstate commerce, whether online, by catalog, over-the-phone or in-person, face challenging multi-state sales tax compliance issues.

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Impaired or Not Impaired: That is the Question

July 6, 2011
Mike Piessens

Do you have the intangible asset “Goodwill” sitting on your books from previous business combination transactions?

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Staying in Shape for Retirement

June 29, 2011
Jim Guarino

Everyone agrees that planning for retirement is important—so why do so many of us choose to avoid the issue year after year?

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10 Steps to Prepare for a SOC Report Audit

June 6, 2011
Rob Busch, Michelle Mackey and Matthew Pettine

A Service Organization Control (SOC) report can help your company meet requests you receive from your clients on behalf of their auditors, gain a competitive edge, and benchmark against best practices. [...]

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Investor Alert: 2013 and Its Expiring Tax Provisions Will Be Here Before You Know It

June 1, 2011
Jim Guarino

While it is welcome relief to investors that federal tax rates on income, qualifying dividends, and capital gains have been extended [...]

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A Word of Advice for Smaller Reporting Companies as XBRL Becomes a Reality

May 25, 2011
Tracy Curley

In 2009, the U.S. Securities and Exchange Commission (SEC) issued rules requiring public companies and foreign private issuers that prepare [...]

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What You Need to Know About the Davis-Bacon Act and Employee Benefit Plans

May 11, 2011
Scott Tuxbury, New Wealth Advisors — Retirement Plan Advisory Practice

Many companies don’t feel they can competively bid on federally funded contracts because they cannot afford the increase in employee payroll [...]

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Leveraging Controls for 3rd Party Assurance Reports

May 2, 2011
Joseph Landry

Have you been contemplating obtaining a service auditor’s report in order to meet the assurance needs of your customers and/or your customer’s auditors? [...]

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Evolving State Tax Trends to Watch: “Economic Nexus" and the Growing Popularity of a Single Sales Factor Apportionment

April 13, 2011
Shannan Cuddy

In what has been called the worst economic crisis since the Depression, states are scrambling to make up for massive shortfalls in tax revenue. [...]

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A Closer Look at the Benefits of the Refundable AMT Credit

April 6, 2011
Jim Guarino

For those of you who paid alternative minimum tax (AMT) more than three years ago, you may be entitled to some much-needed relief. [...]

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AICPA SOC Reports – Now That’s a Big Deal!

March 30, 2011
Rob Busch

In my November 2010 blog post on the demise of the SAS 70 standard (“SSAE 16 to Supersede SAS 70 Standard – What's the Big Deal?”), [...]

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Attention All Landlords - The IRS Intends to Scrutinize Your Rental Income More Closely

March 15, 2011
Jim Guarino

Back in 2008, the Government Accountability Office (GAO) reported that over 50 percent of taxpayers (with rental real estate activity in the 2001 tax year) [...]

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States Continue to Target Internet Retailers with "Amazon Nexus" Rule

March 2, 2011
Shannan Cuddy

Illinois recently joined Colorado, New York, North Carolina and Rhode Island in aggressively targeting out-of-state Internet retailers that utilize in-state [...]

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SEC Begins to Make Progress on Dodd-Frank Act

February 16, 2011
Tracy Curley

In a follow-up to my October 2010 blog post, The SEC Will Be Busy This Fall Thanks to Dodd-Frank, I am back with an update [...]

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Just Another Winter in New England... How to Account for a Building Collapse

February 9, 2011
Joyce Ripianzi and Mike Piessens

Close to 100 roofs have buckled and collapsed under the weight of heavy snow and ice in the past week, including the building of [...]

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New 1099 Requirements Hit Landlords Hard

February 2, 2011
Jim Guarino

As MFA reported in April of 2010 (Get Your Paper Trail Ready; Expansion of 1099 Use Coming in 2012), the passage of the health care bill [...]

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Retail & Hospitality Industries Receive Favorable IRS Guidance on Gift Cards

January 25, 2011
Craig Eaton

For those MFA clients and others whom the sale of gift cards and gift certificates is a standard business practice, I wanted to share with [...]

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Checklist for the Sale of a Business

January 19, 2011
Travis Drouin

We received a lot of great feedback last month from my post Checklist for Newly Formed Entities – thank you all for the emails, tweets, etc. All of your feedback got me thinking though [...]

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2011 Means Greater Transparency for 401(k) Plan Sponsors

January 12, 2011
Scott Tuxbury, New Wealth Advisors — Retirement Plan Advisory Practice

Back in July of 2010, the Department of Labor (DOL) issued revised disclosure rules for providers of services to 401(k) and other retirement [...]

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XBRL GAAP Nonprofit Audit Audit Commitee GAAS Service Organization Control Report SOC SOC 1 SOC 2 SSAE 16 R&D Tax Credit investment investment environment Form 990 990-EZ 990-T Tax-Exempt Information Tax Roth IRA 401(k) Internal Controls widgets Nexus State Sales Tax Multi-state sales tax Goodwill Impairment SAS70 reporting ERISA Davis-Bacon Act Department of Labor SALT single sales factor SAS 70 SOC Reports IRS Real Estate eCommerce Sales Tax Dodd-Frank Act SEC Financial Reporting 1099 Health Care Reform Act Patient Protection and Affordable Care Act Small Business Jobs and Credit Act Exit Planning Due Diligence Pension Protection Act of 2006 Employee Stock Purchase Plan ESPP Form 3921 Form 3922 ISOs Section 6039 409A business advisory business faqs fair market value newly formed entities Employee Retirement Income Security Act Fiduciary Responsibilities ISAE 3402 AICPA Blue-Ribbon Panel FAF NASBA Bush-era tax cuts capital gains tax child tax credit gift tax tax rate FASB IASB Topic 840 Mary Shapiro proxy voting system public company Healthcare Reform Act HIRE Act IFRS private companies public companies clawback provisions revenue recognition FAS 157 Topic 820 M&A acquisitions Tax Credits Payroll Tax Estate Tax SOX 404(a) 404(b) internal controls CFOs economy Health Care Tax Credit audit fair share contribution Massachusetts Health Care Reform Estate Planning Loss Carrybacks arbitrage strategy FIN 48 uncertain tax positions nonprofit Haiti Relief Donations Qualified Disaster Relief fraud prevention Massachusetts Privacy Law 201 CMR WISP fair value valuation FAS 141R leases accounting standards ASC 840 manufacturing life sciences biotech Multinational Tax technology finance wealth management Fair Value reporting standards codification NOLs credit credit risk banks lenders due diligence loans nonprofits Tax Incentive Life Sciences American Recovery and Reinvestment Tax Act Economic Stimulus stock options Reporting Standards Valuation Economy Public Companies Fraud Prevention IPO Transfer Pricing Vaulation 141R Revenue Recognition eCommerce Sales Tax Stock Options