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Executive Compensation in Tax-Exempt Organizations – Now Is a Good Time to Review the Amount and Form of Compensation Paid to Your Senior Executives

Being market competitive for leadership talent is important across every type of business. FGMK has previously highlighted how the Tax Cuts and Jobs Act of 2017 (the “TCJA” or “Act”) has impacted executive compensation in public and private for-profit companies. We now turn to the Act’s potential impact on executive compensation in certain tax‐exempt organizations. …

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FGMK TAX ALERT: The Newly Issued Proposed Regulations and Their Impact on the new Section 965 “Transition Tax”

On August 1, 2018, the United States Department of the Treasury (“Treasury”) and the Internal Revenue Service (“IRS”) released proposed regulations providing clarification to Section 965, the “transition tax”, which was enacted as part of the Tax Cuts and Jobs Act of 2017[1], as the United States tax system moves to a modified territorial tax …

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FGMK TAX GUIDANCE: Changes to the Meals and Entertainment Deduction under the Tax Cuts and Jobs Act of 2017

On December 22, 2017, the President signed into law the legislation commonly referred to as the Tax Cuts and Jobs Act of 2017 (the “TCJA” or “Act”)[1]. The Act cut the top corporate tax rate from 35% to 21% and the top individual rate from 39.6% to 37%. In addition, the Act modified various provisions …

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FGMK TAX ALERT: The Newly Issued Proposed Regulations and Their Impact on Section 168(k) Bonus Depreciation

On August 3, 2018, the government issued proposed regulations (REG-104397-18) (the “Proposed Regulations”) providing clarification to Section 168(k) of the Internal Revenue Code[1] (the “Code”), as modified by the Tax Cuts and Jobs Act of 2017 (the “Act”). Section 168(k) provides for the immediate expensing of a percentage of the cost of qualified property in …

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FGMK TAX ALERT: The Newly Issued Proposed Regulations and Their Impact on the New 20% IRC Section 199A Deduction

The Newly Issued Proposed Regulations and Their Impact on the New 20% IRC Section 199A Deduction. On August 8th, the Internal Revenue Service (“IRS”) issued the proposed regulations (REG-107892-18) (the “Proposed Regulations”) regarding Internal Revenue Code (“IRC”) section 199A, the 20% deduction available to flow through businesses. As expected, the Proposed Regulations highlighted issues raised …

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FGMK’s Secure Document Delivery Via Investor Portal

FGMK implemented its Investor Portal last year, securely delivering documents for many of its clients. Our Investor Portal is a web-based document portal that creates smarter communication networks and simplifies the administration functions of our clients. The portal allows FGMK to securely distribute files directly to clients’ investors, eliminating the burden of emailing or mailing …

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Frequently Asked Questions about AICPA System and Organization Controls (“SOC”) Reports

Our clients frequently inquire about System and Organization Controls (“SOC”) reports – what they are, what types of reports are available, and how they can help businesses improve. With that in mind, here are some of those frequently asked questions regarding SOC reports and their answers: Question(Q): What are SOC Reports? Answer (A):   Similar to …

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Listen to the FGMK Webinar: A Review of South Dakota v. Wayfair – Key Planning and Compliance Considerations Re: State Sales Tax Nexus

On June 21st, the U.S. Supreme Court decided the historic South Dakota v. Wayfair, Inc. case, which will greatly impact the state tax consequences for the online retail and e-commerce industries. Specifically, this case: Permits states to collect sales tax on purchases their residents make from remote retailers; and Eliminates the restrictions, (dating back to …

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United States Supreme Court Strikes Down Physical Presence Requirement

On June 21, 2018, the United States Supreme Court (the “Court”) issued its ruling in South Dakota v. Wayfair, Inc. (https://www.supremecourt.gov/opinions/17pdf/17-494_j4el.pdf) and overturned its prior decisions in Quill Corp. v. North Dakota (1992) and National Bellas Hess v. Department of Revenue of Illinois (1967).  This decision has wide ranging impact, and presents a victory for …

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Deferring Gain by Investing in Qualified Opportunity Zone Funds

One of the many changes in the recent Tax Cuts and Jobs Act of 2017 (the “TCJA”) is the creation of a new economic tool: the Qualified Opportunity Zone Fund. This tool allows taxpayers to defer tax on gains from the sale of property to an unrelated party by investing in a Qualified Opportunity Zone …