Protect Your Investments in a Pandemic Economy
Smart Financial Moves to Protect Your Investments in a Pandemic Economy: Traditional to Roth IRA Conversion Strategies Investments everywhere are taking a significant hit in the wake of the COVID-19 pandemic, but there are still smart financial moves you can make to minimize the impact and protect future investment
Solution for GASB Standard 84 Changes Set by KDE
The Kentucky Department of Education (KDE) released information regarding the newly effective GASB Standard 84. This governs most of the reporting for School Activity Funds, and districts should start implementing the change now for their fiscal year 2020 audit. To execute this change, Fund 25 and Org code segments will
Maximize Endowments by Leveraging Life Insurance
During your lifetime, there are many drivers for seeking life insurance policies; oftentimes to function as a replacement of income in the event of tragedy or other loss. Each situation is unique; however, and beneficiaries can be set as family members, children, a closely held business or even a business
Estate Planning: A Roundtable Discussion
Sales Tax: Here, There, Everywhere
Earlier this month, the Alabama Department of Revenue challenged the U.S. Supreme Court’s 1992 ruling in the landmark sales tax case Quill Corp v. North Dakota (1992). The decision from 1992 case regarding sales tax nexus confirmed that in order for an entity to have nexus in a state it
Three Factor Multi-State Tax Compact vs. Texas One Factor Apportionment
On July 28, 2015, the Texas Third Court of Appeals in Austin set a precedent regarding the use of the Multistate Tax Compact’s apportionment method over Texas’ default apportionment method. The Appellate court ruled in favor of the state of Texas, requiring all Texas franchise tax return filers to use