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Financial Services

Infrastructure Bill Require 1099 Cryptocurrency Reporting

September 17, 2021

To get Republican buy-in, Congressional Democrats have avoided adding tax increases to the bipartisan Infrastructure Investment & Jobs Act currently under consideration in Congress. How will they fund the bill? One tax-related source of revenue would come from broker reporting... Read More

Attracting Talent During Labor Shortage

September 14, 2021

Business people understand competition for clients – that’s part of growth. But many of us may not feel as savvy competing for talented team members, and in today’s environment we’re not just competing for new talent, we’re competing to keep... Read More

Privacy Laws Podcast

Culture of Compliance | State Data Privacy Laws

August 31, 2021

As more states introduce new data privacy legislation, it is hard to keep up. Jodi Daniels from Red Clover Advisors returns to discuss recent updates and which states could have new legislation by the end of 2021. Listen now using... Read More

Culture of Compliance | The Challenge of Ransomware

August 17, 2021

Ransomware is the #1 cyber risk of 2021 with estimates that 50% of all businesses have been hit. In this episode of Culture of Compliance, Sabrina Serafin interviews Skeet Spillane of Pillar Technology Partners about the magnitude of the problem... Read More

Tax Committees Move to Boost Retirement Savings, While Mega-IRAs Come Under Fire

August 12, 2021

The congressional tax-writing committees are considering bipartisan legislation that would provide an unprecedented boost in retirement savings. The far-reaching proposals are being billed as the “SECURE 2.0 package”, an extension to the 2019 SECURE Act, which increased the age for... Read More

Culture of Compliance | Did the Pandemic Affect Promotability?

August 3, 2021

Changing work environments and work cultures due to the pandemic impacted how everyone sees their careers. Amii Barnard-Bahn, Executive Coach and former Fortune Global 50 executive, returns to discuss the impact of the pandemic on promotability. Download Amii’s free Promotability... Read More

capital gains

Biden’s Retroactive Capital Gains Tax Rate Increase

June 9, 2021

President Biden’s proposal to increase the capital gains tax has generated tremendous discussion. Looking at this proposed change in the context of past changes shows that both Democratic and Republican presidents have signed legislation with retroactive tax provisions. A retroactive... Read More

tax compliance

Account Reporting for New Proposed Tax Compliance Plan

June 7, 2021

President Biden has proposed significant tax compliance measures as an alternative way to fund his ambitious American Families Plan. Recently, he offered Republicans compliance measures as an alternative to individual tax increases, but Republicans still consider new compliance measures a... Read More

Untangling the Technical | US Tax for Non-US Companies: Potential Changes Under Biden

May 14, 2021

When there is a transition of power, changes can also be expected to the tax system. Frazier & Deeter international tax experts discuss these potential changes and how the different US tax structure could affect companies seeking to expand into... Read More

Data Privacy 3.0: Updates & the Latest Trends

May 13, 2021

 Join Jodi Daniels from Red Clover Advisors and Justin Daniels from Baker Donelson, as they discuss the recent updates to data privacy laws with Sabrina Serafin. We’ll cover what to look for in the coming months, which states are... Read More

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