Achieving Results, Exceeding Expectations

The Offshore Voluntary Disclosure Program is Scheduled to End Soon

The IRS announced that the popular offshore voluntary disclosure program (OVDP) used by taxpayers to divulge previously unreported foreign assets with reduced penalties will be ending effective September 28, 2018. Under the terms of the… Read More >

Making a Decision about a Merger or Acquisition: What You Should Consider

Many times business owners are presented with an opportunity that can be fraught with wrong moves: whether to merge or acquire another business. Sometimes the business is a competitor and merging seems like a great… Read More >

US Treasury Announces Delay in Key FATCA Component

In 2010, Congress passed the Foreign Account Tax Compliance Act (FATCA), but it did not become effective until July of 2014. Now, a key component of FATCA is being delayed, according to the U.S. Treasury… Read More >

During Voting Season Don’t Step on the Line Between Church and State

It is critical for religious institutions to hew closely to the laws regarding what they can and cannot do in the political arena. Missteps in this regard could jeopardize a church, synagogue or mosque’s non-profit… Read More >

Bank Mergers and Mortgage Assignments

When banks voluntarily merge, which is happening a lot these days, the purchasing bank or the resultant entity must be vigilant in assigning all the mortgages or face the risk down the road if the… Read More >

Legal Implications of Crowd Funding

Crowd funding has risen to prominence as a solution in creative financing. But what seemed like a simple process has been complicated through recent rulings of the SEC.  The SEC has limited social media as… Read More >