Client Alerts

 March 2010

Second Half 2009 Middle Market Activity

 

February 2010

Annual Reporting and ERISA Coverage for 403(b) Plans

Ohio Audit Initiatives – Consumer’s Use Tax

Temporary Repeal in Estate Tax
Generation-Skipping Transfer Tax Could Lead You to Consider Updates to Your Plan

Michigan Single Business Tax on Disregarded Entities - Amended Returns May Be Required

Ohio Real Property Tax Appeal Deadline is March 31

 

January 2010

Not-For-Profit New Accounting and Auditing Requirements for 2009

Ohio Postpones Tax Rate Cut

Timeliness of Remittance of Participant Contributions to Employee Benefit Plans

 

December 2009

2009 Year-End Tax Planning May Require Different Strategies

 

November 2009

2009 Tax Advisory

Worker, Homeownership and Business Assistance Act of 2009 (WHBAA)

Ohio Notice of S Corporation Status

Finally Getting a Pulse from the Domestic Economy

New 2009 Form 5500 Filing Requirements

Codification Cross – Reference Guide

Ohio Commercial Activity Tax (CAT) Return Due Date Changes

Revised SBA Business Valuation Requirements

Exemption from Washington Business and Occupation Tax for Direct Sellers

Georgia Expands Sales Tax Exemption for Manufacturing

October 2009

New Accounting and Auditing Requirements for 2009

IRS Release 2010 Retirement Plan Limits

Federal Government Launches Initiatives to Spur Retirement Savings

2010 Tax Planning Guide

Guidance on the Waiver of Required Minimum Distributions from 2009 Retirement Plans 

 

September 2009

2009 Year-End Tax Planning Guide

State Electronic Funds Transfer Requirements

CAT Does Not Violate Ohio Constitution

Ohio CAT Challenge Dismissed for Lack of Standing

Unclaimed Property Reporting

 

August 2009

Foreign Bank Account Information

Tax Highlights of Ohio House Bill 1

Ohio Real Property Appraisal Update

 

July 2009

Annual Reporting Requirements for 403 (b) Plans 

Compensation for Ohio Sales Tax Origin Sourcing Switch

 

June 2009

Employer-Owned Life Insurance Policies

Roth IRA Conversions: Opportunity Awaits

Ohio Intrastate Sales Tax Sourcing

California LLC Fee Refunds

Reporting of Accounts Held in Foreign Financial Institutions  

SEC calls time: Are you ready to comply with XBRL?

IRS Provides Guidance on Claiming Extended NOL Carrybacks

 

May 2009

Michigan Single Business Tax Law Ruling

FASB Finalizes Fair Value Guidance

Why Now is an Excellent Time to Give Away Assets to Loved Ones

 

April 2009

IRS Provides Guidance on COBRA Premium Assistance

 

March 2009

2009 Tax Calendar

Retirement Plan Limits

 

February 2009

2009 Economic Stimulus Act 

Preliminary Overview of Tax Changes in Stimulus Act Conference Agreement 

Global Convergence of International and United States Accounting Principles

Covenants: From Red Flag to White

 

January 2009

Accounts Receivable Management

Favorable Changes in Tax Laws Affect 2009 IRA Distribution Planning