Health Reform Bulletin 164 – 2023 Affordability Standards

Health Reform Bulletin 164 covers 2023 affordability standard, changes to the premium tax credit, and coverage of preventive services.

Hiring for Soft Skills in the C-Suite

Now more than ever, hiring C-Suite talent with strong soft skills is essential. Learn how to identify soft skills during the executive interview process here!

The 2022 CBIZ National Manufacturing Survey Report

We invite you to download a copy of the 2022 CBIZ National Manufacturing Survey Report and welcome your thoughts and observations on our findings.

IRS Auditors Turn Up Heat On Wealthy Taxpayers

Companies Unsure of Leasing Costs and Accounting Transitions

Most Small Business Owners Don’t do the Math on Their Most Valuable Asset

New York-Based Firms Contributing to Unemployment Insurance Now Owe an Interest Assessment Surcharge (IAS)

In the last few years New York’s Unemployment Insurance (UI) Trust Fund hasn’t had sufficient funds to pay unemployed workers’ claims.

Tax Considerations When Dividing Marital Property

While the fair market value of jointly owned property is a major focal point during a divorce, it’s important not to overlook a property’s tax basis.

Deferred Compensation: A New York Divorce Case Study

The issue of deferred compensation arises quite often in a multitude of jurisdictions.

Automatic Revocation Upon Divorce

If you do not have contingent beneficiaries or successor trustees listed, then your estate goes through probate.

Appreciation of Separate Property: A New York Case Study

Separate property, spousal contributions, and appreciation in value are inextricably intertwined, and the relationship among the three is worthy of careful consideration.

IRS Extends Time to File Portability Return from Two to Five Years

Taxpayers who live in a state that levies a wealth transfer tax should be mindful that this is a federal ruling and a review of state tax laws is required.

New York Amends Tax Law to Follow IRS Tax Deadline Extensions

Allowing New York State to match any deadline postponement(s) issued by the IRS gives residents additional time to file and also reduces taxpayer confusion.

Maine Expands Student Loan Tax Credit

Maine taxpayers with student loans or family members with student loans should be aware of some new tax credits as they plan their 2022 taxes.

Three PAC Methodologies for Nonprofits

Nonprofits need to be certain they are choosing the correct path to conduct political campaign activities and be mindful of the administrative and compliance hurdles imposed on such organizations.