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People
- Alison Goodridge, CPA
- Alvin I. Siegel, CPA
- Barry Edelstein, CPA
- Brian Genrich, CPA
- Christopher Straub, CPA
- David M. Dickman, CPA
- Gary Rudenberg, CPA
- Gerald Frishman, CPA
- James Donenberg, CPA
- Jea Song, CPA
- Jerry Steinberger, CPA
- Jo Ann Porter, CPA
- Joseph G. Ferrari, MST, MBA, CPA
- Katherine Hunt, CPA
- Kenneth Pinsky, CPA
- Lawrence Silverman, CPA
- Marc Heller, CPA, JD
- Mark Thomas, CPA, CFE
- Michael Boban, CPA
- Norman Nagel, CPA
- Richard A. Breseman, CPA
- Richard M. Franklin, CPA
- Robert J. Giblichman, CPA
- Robert Weismann, CPA
- Rocco Losch, CPA
- Ronald Zweig, CPA
- Sean Snowden, MBA, CVA
- Seth Appel
- Sharon Frydman, CPA
- Steve O’Connor, CPA
- Steven Masur, CPA
- Susan Greggo, CPA, MS
- William A. Nichols, CPA
Hot Topics
- 21st Century Cures Act Expands use of HRAs by Small Employers
- Congressional Leaders Highlight Tax Reform Proposals
- Election Year Politics Drive 2016 Tax Legislation
- FLSA Overtime Rules Temporarily Blocked
- House Passes ACA ‘Repeal and Replace’ Bill; Senate to Begin Deliberations Soon
- Illinois’ Budget Brings Tax & Withholding Changes
- New Illinois Sales Tax Rate Increases Effective 7-1-2016
- Overtime updates will extend protections to 4.2 million workers
- Partnerships: Get ready for new audit rules
- PATH Act Boosts Tax Benefits for Businesses, Adds Certainty
- Seven Things Every Business Owner Should Do In 2016
- The Protecting Americans from Tax Hikes Act of 2015, or “PATH”
- Treasury Seeks to Limit Certain Valuation Discounts for Family-Controlled Entities: Proposed 2704 Regulations
- Trump’s FY 2018 budget outlines tax reform proposals
- U.S. Supreme Court Calls Quill Rule “Unsound and Incorrect”
- Warady & Davis Named a 2016 “Best Accounting Firm to Work for” by Accounting Today
- White House calls for significant tax cuts and other tax reforms
- Why companies succeed – 3 keys to building a healthy business
Library Items
- 2017 Tax Filing Deadlines
- 3 Key Factors in Succession Planning
- Get a Jump on Succession Planning
- Test Succession Whitepaper
Tax Legislation
- “Repair” Regulations Require Taxpayer Action in 2014 and Beyond
- All Legal Same-Sex Marriages Will Be Recognized for Federal Tax Purposes
- Chicago Adopts Highest Sales Tax Among Major Cities
- Competing Proposals Fuel Tax Reform Debate
- Congress Juggles Tax Issues
- Congress Passes Biggest Tax Bill Since 1986 – The Tax Cuts and Jobs Act (TCJA)
- Highlights of The American Taxpayer Relief Act
- Highlights of The American Taxpayer Relief Act
- Highway Bill Revises Return Due Dates, Makes Other Changes
- Large Employers: Affordable Care Act Tax Overview
- Small Employers: Affordable Care Act Tax Overview
- Supreme Court Defense of Marriage Act Decision
- Supreme Court Upholds Healthcare Law
- Supreme Court Upholds Healthcare Law
- Tax Extenders Bill Passed by Congress; Provides 2014 Tax Relief
- The Protecting Americans from Tax Hikes Act of 2015, or “PATH”
- Treasury and the IRS issue Able Act guidance
- Year-End Tax Legislation Renews Extenders, Cuts IRS Funding
Publications
- 2015 Tax Filing Season Challenges
- 2015 Tax Legislation Update
- 2015 Tax Tips for You and Your Business
- 21st Century Cures Act Expands use of HRAs by Small Employers
- 401(K) and Retirement Plan Limits for 2016 Tax Year
- 401(K) Rollovers
- 7 Things Every Business Owner Should Do in 2016
- A Few Good Reasons to File Your Taxes Now
- A Look at Corporate Sponsorship
- A Look at Donor Retention
- Are you ready for endowments?
- Attorney General’s Office Reports of Interactive E-mail Scam Targeting Illinois Charities
- Avoid a Trip to the DMV
- Be Careful What You Toss
- Building a Better Audit Committee
- Building a Strong Board
- Changes to Nonprofit Accounting Standards: An Update
- Charitable Tax Incentives Restored
- Checking Your Service Providers’ Data Security System
- Collaborative activities. Are you reporting them correctly?
- Congress Addresses Busy Tax Agenda this Fall
- Congress Faces Busy Tax Agenda Before the Presidential Election
- Court Finds That Plan Document Trumps Beneficiary Designation Forms
- Creating a Digital Estate Plan
- Demystifying Plan Audits – IRS Releases Updated Guidance
- Determination Letter Limbo
- Developments Continue to Impact Mortgage Interest Deduction
- Did you make a financial resolution in 2017? Here are some tips to keep you on track
- Documenting Hardship Withdrawals and Loans
- DOL Reproposes ERISA Fiduciary investment Advice Regulations
- Don’t Overlook New-for-2016 Enhancements to Certain Tax Incentives
- Election Year Politics Dominate Tax Legislative Action
- Executive Compensation – A Hot Button Issue
- Expense Reimbursement Arrangements
- Fiduciary “Carve-Outs”
- Filing Season Closes; Cybersecurity and Customer Service Top Priorities for IRS
- Filing season ends with no red flags
- Five Reasons Your Organization Needs an Audit Committee
- Fraud and the nonprofit – How to counter your vulnerabilities
- Get Ready for 2016
- Give Employees More Bang for their Buck
- Highway Bill Revises Return Due Dates, Makes Other Changes
- How Does the Tax Cuts and Jobs Act Affect Nonprofits? Copy
- How will the Tax Cuts and Jobs Act affect your estate plan? Copy
- How will the Tax Cuts and Jobs Act affect your estate plan? Copy
- Important Changes to OMB’s Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards
- Inside the Numbers: Financial Information for the Board
- IRS Checklist Offers a Convenient Compliance Self-Check Up
- IRS Gets Budget Boost to Improve Cyber Security, Curb Identity Theft
- IRS offers guidance on taxation of phased retirement payments
- IRS releases 2017 standard mileage rates; business and medical/moving rates drop
- Is Your Not-for-Profit Complying with the Affordable Care Act?
- Juggling Wealth Management is No Trick
- Keeping an eye on UBI: Understand Unrelated Business Income and How to Avoid Excess Amounts
- Last Minute 2015 Year-End Planning
- Making sense of FASB’s new accounting standard for nonprofits
- Measuring Performance – Look to Your Mission
- Moving Forward: 2016 Not-for-Profit Sector Outlook
- Navigating the Road Ahead for the Affordable Care Act
- New ACA Forms Debut for 2016 Tax Filing Season
- New Illinois Sales Tax Rate Increases Effective 7-1-2016
- New Mandatory Retirement Program for Illinois Employers
- New Not-for-Profit Tax Developments
- New Overtime Rules
- New Requirement for Social Welfare Organizations
- New tax law provides more generous depreciation-related tax breaks Copy
- Newsbit: Nonprofit hiring challenges
- Newsbits: Do most nonprofits benefit from mergers?
- Newsbits: IRS releases FY 2016 compliance results
- Newsbits: Microsoft offers nonprofits free cloud services
- Nine Employee Benefit Plan Audit Tips
- Noncash Gifts? Mind Your Gift Acceptance Policy
- Nonprofit Trends: The 2016 M+R Benchmarks Study
- Not All Funds Are Created Equal
- Overtime Updates Will Extend Protections to 4.2 Million Workers
- PATH Act Boosts Tax Benefits for Businesses, Adds Certainty
- Payroll Tax Dos and Don’ts
- PBGC Updates Premium Rates and Payment Deadlines
- Portfolio Investing: Do You Know Where You Are Right Now Vs. Where You’re Heading?
- Public Disclosure Requirements
- Recent Tax Changes Reflected in New IRS Study
- Repair Regulations Relief for Small Businesses
- Retirement Plan Loans: The Pros and Cons
- Should You Have D&O Liability Insurance?
- Some Proposals in Obama’s FY 2017 Budget Could Gain Traction in 2016
- Supreme Court Upholds ACA Code Sec. 36B Premium Tax Credit Regs
- Supreme Court’s Same Sex Marriage Decision Affects Taxation
- Tax Cuts and Jobs Act: Key provisions affecting individual taxpayers Copy
- Tax Legislation and Reform Cautiously Move Forward in New Congress
- Tax refunds may be delayed, Filing season launches January 23rd
- Tax Related Identity Theft Remains Serious Problem
- Tax Scams Proliferate During Filing Season
- Tax Time: A Perfect Opportunity to Review Your Investments
- The Protecting Americans from Tax Hikes Act of 2015, or “PATH”
- The Tax Cut and Jobs Act (TCJA)
- The Tax Cut and Jobs Act (TCJA) Summaries Copy
- Tibble Case Puts Focus on Fiduciaries’ Ongoing Duties
- Tips for Preventing Fraud in Your Organization
- Top Ten Tax Developments for 2014 Impacting 2015
- Treasury Seeks to Limit Certain Valuation Discounts for Family-Controlled Entities: Proposed 2704 Regulations
- Treasury to review/re-evaluate tax regulations
- Treasury, IRS Get Moving on ABLE Account Rules
- U.S. Volunteering Trends
- Using audit techniques can help shape your nonprofit’s future
- Valuing Volunteers
- W&D Spotlight – Ronald S. Zweig, CPA, RIA – RSZ Financial Advisors
- W&D Spotlight – Sean Snowden, MBA, CVA – W&D Consulting LLC
- Want Happy Donors? Be Careful with Acknowledgement Letters
- When Electronic Disclosure Isn’t Enough Under ERISA
- White House & Congress Take Action to Increase Participation in Retirement Plans
- White House, Capitol Hill focus on tax reform in 2017
- Year End Notices: Staying on Top of the Requirements
- Year-End Tax Legislation Renews Extenders, Cuts IRS Funding and More
- Your nonprofit’s bylaws
TCJA
- A review of significant TCJA provisions affecting businesses
- Congress passes biggest tax bill since 1986
- Favorable tax breaks for businessess
- Home equity borrowers get good news from the IRS
- How Does the Tax Cuts and Jobs Act Affect Nonprofits?
- How will the Tax Cuts and Jobs Act affect your estate plan?
- IRS issues updated 2018 withholding tables
- Key Provisions of the Tax Cuts and Jobs Act
- Meals, entertainment and transportation may cost businesses more under the TCJA
- New tax law brings big changes for individual taxpayers
- New tax law gives pass-through businesses a valuable deduction
- New tax law provides more generous depreciation-related tax breaks
- Personal exemptions and standard deductions and tax credits, oh my!
- Tax Cuts and Jobs Act: Key provisions affecting individual taxpayers
- The pass-through provisions of the TCJA: The devil is in the details
- The Tax Cut and Jobs Act (TCJA) Summaries
- The TCJA temporarily expands bonus depreciation
Blog
General
- The Equifax Data Breach: What to Do
- FLSA Overtime Rules Temporarily Blocked
- Update on Security Summit’s Collaboration to Fight Identity Theft
- 2 reasons to sell highly appreciated assets before year-end
Tax Scams
- Watch out for tax-related identity theft scams all year long
- IRS Warns Taxpayers of Numerous Tax Scams Nationwide; Provides Summary of Most Recent Schemes
- New IRS Tax Scam Alert
Tax Legislation
- Does your business now have to collect sales tax on all out-of-state online sales?
- Supreme Court opens door to taxation of online sales
- The pass-through provisions of the TCJA: The devil is in the details
- Home equity borrowers get good news from the IRS
- New budget agreement brings additional tax changes
- 2 tax credits just for small businesses may reduce your 2017 and 2018 tax bills
- 2017 Tax Reform: Last-minute year-end moves for businesses
- Consider prepaying your real estate taxes for next year
- House and Senate tax bills head to reconciliation
- Tax reform may cloud individual year-end tax planning strategies
- U.S. House passes tax bill with far-reaching changes for individuals and businesses
- Compare and contrast the House and Senate tax bills
- Sweeping tax changes proposed in House-released Bill
- GOP’s proposed tax reform plan highlights
- Repeal of ACA tax provisions uncertain after Senate vote fails
- Trump’s FY 2018 budget outlines tax reform proposals
- White House calls for significant tax cuts and other tax reforms
- Congressional Leaders Highlight Tax Reform Proposals
- New Audit Rules Will Have a Big Impact on Partnerships
- All Eyes on Tax Reform in 2017
Tax
- Do you need to adjust your withholding?
- A review of significant TCJA provisions affecting businesses
- 2018 tax calendar
- Don’t be a victim of tax identity theft: File your 2017 return early
- Partnerships: Get ready for new audit rules
- 3 mid-year tax planning strategies for business
- Operating across state lines presents tax risks — or possibly rewards
- Obamacare IRS Employer Reporting: File or Risk Penalties
- Why it’s a good idea to prepare your taxes early
- Summer Brings Increased IRS Impersonation Phone Scams
- Election Year Politics Drive 2016 Tax Legislation
- New Illinois Sales Tax Rate Increases Effective 7-1-2016
- A Few Good Reasons To Prepare Your Taxes Now vs. Later
- IRS Ready to Start 2016 Tax Season
- Social Security Changes
- Reporting Requirements for Applicable Large Employers
- Chicago Adopts Highest Sales Tax Among Major Cities
- Tax Implications of Recent Supreme Court Blockbuster Decisions
- IRS, Industry, States Take New Steps Together to Fight Identity Theft, Protect Taxpayers
- Illinois suspends EDGE tax credits and other incentives
- 2015 Tax Tips for You and Your Business
- New Mandatory Retirement Program for Illinois Employers
- Top Ten Tax Developments of 2014 Impacting 2015
- Tax Extenders Bill Passed by Congress; Provides 2014 Tax Relief
- Quinn Signs the Illinois Amazon Tax into Law
- College Tax Credits for 2014 and Years Ahead
- IRS Repeats Warning about Phone Scams
- Is Your Student’s Athletic Scholarship Taxable?
- New Taxpayer Bill of Rights
- IRS Warns Employers About Using Payment Plans to Reimburse Employees on a Pre-Tax Basis for Health Insurance Premiums
- Illinois Enacts Legislation Fundamentally Changing Taxation of Car Leases
- Illinois Small Business Jobs Creation Tax Program
- How Will the End of Some Popular Credits and Deductions Affect Your Business?
- Watch Out For Tax Filing Season Identify Theft & Scams
- Check Your Charitable Donation Letters Carefully
- Higher-income taxpayers brace for larger 2013 tax bill
- 2014 Standard Mileage Rates for Business, Medical and Moving Announced
- IRS Warns Consumers of Possible Scams Relating to Relief of Typhoon Victims
- IRS delays start of 2014 filing season; Administration clarifies individual mandate penalty
- 2014 Social Security Wage Base Delayed:
- What 2013 tax law changes mean for tax withholding
- American Taxpayer Relief Act addresses the “fiscal cliff”
Not-for-Profit
- What really motivates nonprofit donors
- How Will New Overtime Rules Affect Not-for-Profits?
- Attorney General’s Office Reports of Interactive E-mail Scam Targeting Illinois Charities
- Measuring Performance – Look to Your Mission
Business Management
- Is your inventory getting the better of you?
- It’s time for a mid-year business checkup!
- 3 hot spots to look for your successor
- Summer Reading List
- The Dog Days of Summer