News & Resources

This Quarterly Healthcare Advisory is a two-part update focused on HIPAA compliance.  With multiple recent changes, we wanted to bring the facts together in a cohesive way for your convenience. We encourage you to reach

Income and losses from investment real estate or rental property are passive by definition — unless you’re a real estate professional. Why is this important? Passive income may be subject to the 3.8% net investment

Marc Bello along with Rick Gray, Director of Business Valuation at Daszkal Bolton LLP, will present at AGN’s North American Regional Meeting on Monday, May 18, 2015.  The four hour program will be a hands on

Incentive stock options allow you to buy company stock in the future at a fixed price equal to or greater than the stock’s fair market value on the grant date. If the stock appreciates, you

This month’s newsletter covers the Financial Accounting Standards Board’s (FASB) proposal to overhaul the nonprofit financial reporting standards.  On April 22, 2015, The Nonprofit Advisory Committee, a committee established by the FASB, released an exposure draft that proposes

Whether you filed your 2014 income tax return by the April 15 deadline or filed for an extension, you may think that it’s a good time to take a break from thinking about taxes. But

President Obama is expected to sign into law the Medicare Access and CHIP Reauthorization Act of 2015 (“MACRA”) after the Senate last week voted 92-8 to pass the measure. The House approved the bill on

On April 15, 2015, Tim O’Connor wrote an article, How to overcome common restaurant finance hurdles, for Restaurant Hospitality.  In this publication, Tim determined 5 key factors that weigh heavily on any loan application based

The additional 0.9% Medicare tax applies to FICA wages and self-employment income exceeding $200,000 per year ($250,000 for married filing jointly and $125,000 for married filing separately). Unfortunately, the withholding rules have been tripping up

When a company’s deductible expenses exceed its income, generally a net operating loss (NOL) occurs (though of course the specific rules are more complex). If when filing your 2014 income tax return you’ve found that