Effective June 9, 2023, certain businesses engaged in financial services activities must comply with the Federal Trade Commission’s Standards for Safeguarding Customer Information Rule (Safeguard Rule), which requires the development, implementation and maintenance of appropriate policies, systems and other defenses to protect customers’ personal information from cyberattacks and other threats. However, many businesses remain unaware […]
Significant time has lapsed since Congress introduced new rules for partnership audits under the Bipartisan Budget Act of 2015 (BBA). However, with the benefit of an unprecedented additional $80 billion in funding, the IRS plans to ramp up its enforcement efforts in the years ahead. This will put a growing number of partnerships of all […]
Director of Assurance and Advisory Services Hector Aguililla breaks down the M&A due diligence services the firm offers for buyers and sellers of companies.
Posted on July 18, 2023
by
Luke Lucas
Florida families preparing for the beginning of another school year may want to schedule their back-to-school shopping during the state’s extended two-week sales-tax holiday, which runs Monday, July 24, through Sunday, August 6, 2023. Items qualifying for tax exemption include: Learning aids and jigsaw puzzles selling for $30 or less Most school supplies selling for […]
Posted on July 13, 2023
The ongoing saga over Aretha Franklin’s estate finally reached a crescendo on July 11, 2023, when a Michigan jury ruled that a document from 2014 found in a notebook under the performer’s couch cushion was her valid will. Since Franklin’s death in 2018, her children have battled in court regarding the validity of that document […]
Posted on July 11, 2023
by
Rick Bazzani
Participants in high-deductible health plans will be able to contribute a significantly higher amount to their health savings accounts (HSAs) in 2024 to cover out-of-pocket medical expenses. The IRS raised the HSA contribution limits for 2024 to $4,150 for individuals and $8,300 for families (up from $3,850 and $7,750, respectively, in 2023.) HSA owners aged […]
In this episode associate director Heath Standorf shares the firm’s approach to leveraging technology for families and family office clients.
Posted on July 05, 2023
by
Sandi Perez
On June 30, 2023, Florida Governor Ron DeSantis signed into law Senate Bill 1416, which brings significant changes to the state’s alimony laws, including eliminating permanent alimony from the statutes. The new law, which went into effect on July 1, 2023, applies to petitions for dissolution of marriage filed or pending on that date or […]
