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Returning Value Blog

Are Your Risk-Management Practices Keeping Up With the Times

Posted by Melissa Motley, CPA on Sep 15, 2022

Risks abound in today’s uncertain marketplace. Nearly two-thirds of senior finance leaders said that the volume and complexity of corporate risks have changed “mostly” or “extensively” in the past five years, according to a new report published by the American Institute of Certified Public Accountants (AICPA) and North Carolina State University.

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Posted in Business Advisory

Separating Your Business From Its Real Estate

Posted by Lesley L. Price, CPA on Sep 13, 2022

Does your business need real estate to conduct operations? Or does it otherwise hold property and put the title in the name of the business? You may want to rethink this approach. Any short-term benefits may be outweighed by the tax, liability, and estate planning advantages of separating real estate ownership from the business.

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Posted in Business Advisory

Inflation Reduction Act Provisions of Interest to Small Businesses

Posted by Marty Williams, CPA on Sep 01, 2022

The Inflation Reduction Act (IRA), signed into law by President Biden on August 16, contains many provisions related to climate, energy, and taxes. There has been a lot of media coverage about the law's impact on large corporations. For example, the IRA contains a new 15% alternative minimum tax on large, profitable corporations. And the law adds a 1% excise tax on stock buybacks of more than $1 million by publicly traded U.S. corporations.

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Posted in Business Advisory, Business Tax, News & Events

Plan Sponsor Alert: Cryptocurrency Investments and the DOL's Warning

Posted by Michael D. Machen, CPA, CVA on Aug 12, 2022

Cryptocurrencies and the volatility of the digital currency market have garnered a lot of attention in the retirement plan industry over the past few years. The Department of Labor (DOL) has issued a stern warning about cryptocurrencies on investment menus and brokerage platforms within 401(k) plans. Since the release of the warning, third-party plan providers have responded with differing stances on the guidance released. Some 401(k) providers believe that the DOL has gone too far.

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Posted in Business Advisory

Engaging Donors at Every Level: A Checklist

Posted by Lesley L. Price, CPA on Aug 04, 2022

Nonprofit organizations have been navigating change in almost every aspect of their operations over the past two years, including shifting priorities, a new employment landscape, and changes in fundraising and hosting programs and events. As organizations continue to reimagine what their futures will look like, donor engagement strategies should be reevaluated and refined to ensure they keep up with these other changes. Consider the following steps to support strong donor engagement:

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Posted in Business Advisory

Collecting, Modeling, and Securing Your Restaurant's Data

Posted by Nick Wheeler, CPA on Jul 27, 2022

The restaurant industry is no stranger to the critical role data plays in running a business. Yet, in many cases, the restaurateur struggles to identify the proper data from the sheer volume that may be available through countless sources — POS terminals, online ordering services, social media, and more. It’s this array of data sources that, if properly accessed, holds great value in guiding the success of the business.

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Posted in Business Advisory

When Interest Rates Rise, Optimizing Tax Accounting Methods Can Drive Cash Savings

Posted by Marty Williams, CPA on Jul 21, 2022

U.S. businesses have been hit by the perfect storm. As the pandemic continues to disrupt supply chains and plague much of the global economy, the war in Europe further complicates the landscape, disrupting major supplies of energy and other commodities. In the U.S., price inflation has accelerated the Federal Reserve’s plans to raise interest rates and commence quantitative tightening, making debt more expensive. The stock market has declined sharply, and the prospect of a recession is on the rise. Further, U.S. consumer demand may be cooling despite a strong labor market and low unemployment. As a result of these and other pressures, many businesses are rethinking their supply chains and countries of operation as they also search for opportunities to free up or preserve cash in the face of uncertain headwinds.

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Posted in Business Advisory

How Do Taxes Factor Into an M&A Transaction?

Posted by Nick Wheeler, CPA on Jul 07, 2022

Although merger and acquisition activity has been down in 2022, according to various reports, there are still companies being bought and sold. If your business is considering merging with or acquiring another business, it’s important to understand how the transaction will be taxed under current law.

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Posted in Business Advisory

Construction Ahead: Opportunities and Challenges in 2022

Posted by Michael D. Machen, CPA, CVA on Jun 23, 2022

The Infrastructure Investment and Jobs Act (H.R. 3684) will inject approximately $3 trillion into upgrading and expanding U.S. infrastructure, presenting a long horizon of opportunity for the construction industry.

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Posted in Business Advisory

Help When Needed: Apply the Research Credit Against Payroll Taxes

Posted by Marty Williams, CPA on Jun 07, 2022

Here’s an interesting option if your small company or start-up business is planning to claim the research tax credit. Subject to limits, you can elect to apply all or some of any research tax credits that you earn against your payroll taxes instead of your income tax. This payroll tax election may influence some businesses to undertake or increase their research activities. On the other hand, if you’re engaged in or are planning to engage in research activities without regard to tax consequences, be aware that some tax relief could be in your future.

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Posted in Business Advisory

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