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News & Insights

Page 42 of 44 pages ‹ First  < 40 41 42 43 44 > 

Marks Paneth Nonprofit Group - Leader In Industry Training and Academia


Jan 1, 2009

Robert Lyons, Director in the Nonprofit and Government Services Group, has led numerous training seminars for the American Institute of Certified Public Accountants and served as an adjunct professor in the Kogod School of Business Graduate Department at American University in Washington, DC.

Marks Paneth & Shron LLP Nonprofit Group Authors Alert on Alternative Investment


By Michael McNee |  Robert Lyons  |  December 16, 2008

The most recent Marks Paneth Nonprofit and Government Group Alert discusses the tax implications that apply to common alternative investments made by exempt organizations, as well as the reporting requirements and questions organizations should consider before making investment decisions.

Marks Paneth & Shron LLP Nonprofit Group Authors Alert on Alternative Investment


By Michael McNee |  Robert Lyons  |  December 16, 2008

The most recent Marks Paneth Nonprofit and Government Group Alert discusses the tax implications that apply to common alternative investments made by exempt organizations, as well as the reporting requirements and questions organizations should consider before making investment decisions.

Nonprofit Agendas, December 2008


December 1, 2008

In this issue, some topics discussed include when it is and is not appropriate to accept gift donations, understanding the tax consequences of alternative investments and the importance of directors and officers (D&O) liability insurance.

Real Estate Advisor, December 2008


December 1, 2008

In this issue, some topics discussed include calculating property tax assessments, new incentives aimed at commercial building owners for installing solar power sources and when to apply the rules of reverse exchange in swapping one real estate investment for another.

Tax Alert: Year-End Tax Planning, December 2010


November 18, 2008

Companies and individuals alike seek to minimize their tax liability while still complying with applicable tax laws and regulations. Year-end tax planning can help achieve these goals and facilitate the filing of next year's tax returns. This year — with the legislative uncertainty about 2011 tax rates as well as the availability of many tax breaks for 2010 and 2011 — tax planning is made even more challenging.

Nonprofit Agendas, April/May 2008


November 18, 2008

In this issue, some topics discussed include the mission of nonprofit watchdog agencies, procedural standards for setting "reasonable compensation" among nonprofit employees, and the real difference between internal and year-end financial statements.

Nonprofit Agendas, August/September 2008


November 18, 2008

In this issue, some topics discussed include the U.S. donor intent lawsuit of Robertson v. Princeton and how the trial's outcome could set the stage for future charitable giving, how to transition leadership during a merger or acquisition, and valuing and reporting gifts in kind and donated services.

Nonprofit Alert: United States Investors in Offshore Hedge Funds Should Consider Filing the Report o


By Robert Lyons  |  October 30, 2008

TD F 90-22.1 is required to be filed for all accounts where a U.S. person or entity has a financial interest or signature authority in foreign financial accounts if the aggregate value of these accounts exceeds $10,000 at any time during the calendar year. These relationships are reported on the calendar year by filing Form TD F 90-22.1 with the Department of the Treasury on or before June 30, of the succeeding year.

On June 12, three IRS personnel participated in a teleconference with a law firm that was designed to address open questions regarding the TDF 90-22.1 filing for calendar year 2008 that must be filed by June 30. It was their position (not official IRS position at this point) that an offshore hedge fund is a "foreign financial account" for this purposes and that, therefore, every U.S. investor in an offshore hedge fund should file a TDF 90-22.1 Form, whether or not the fund has any offshore bank or securities accounts. While the IRS's position on hedge funds is not official, it does carry substantial weight and should be considered.

Increasing Business Cash Flow with an ESOP


October 30, 2008

In the current economic environment, business owners are searching for strategies to increase their available cash flow. This becomes critical when the business owner, struggling to find capital to expand his business, must then find the resources to pay taxes on his business income. This perpetual burden on cash flow can be reduced, almost to zero, with proper planning.

Real Estate Advisor, October 2008


October 1, 2008

If you want to do a better job of tax planning but you typically don’t focus on taxes until the April 15 frenzy, you’re not alone. As 2008 comes to a close, there are some tax strategies you can implement now that may make your life much calmer come tax time.

Marks Paneth Outlines U.S. Departure Tax in Recent Article


Sep 24, 2008

Solomon Packer, senior Marks Paneth international tax consultant, publishes Corporate Business Taxation Monthly article on the recently enacted U.S. departure tax, which taxes built-in gains in excess of $600,000 from assets owned by "covered" expatriating U.S. citizens and long-term residents who relinquish their green cards.

Marks Paneth Addresses Alternative Minimum Tax at NY Estate, Tax & Financial Planning Conference


Sep 18, 2008

On September 18, 2008, Alan Dlugash, Marks Paneth tax partner, will present a workshop that addresses the Alternative Minimum Tax (AMT) at the Sidney Kess "New York Estate, Tax & Financial Planning Conference." In addition to addressing how and when AMT will apply, Mr. Dlugash...

Marks Paneth Outlines Departure Tax in Recent Article


By Solomon Packer  |  September 4, 2008

Solomon Packer, Senior Marks Paneth International Tax Consultant, publishes Corporate Business Taxation Monthly article on the recently enacted U.S. departure tax, which taxes built-in gains in excess of $600,000 from assets owned by “covered” expatriating U.S. citizens and long-term residents who relinquish their green cards.

Nonprofit Agendas, September 2008


September 1, 2008

In this issue, some topics discussed include how federal and state bodies shape nonprofit policies, upcoming compliance dates for 403(b) retirement plans, limits placed on lobbying activities according to the IRS, and recent IRS changes to the application process for exempt status.

Marks Paneth & Shron LLP Nonprofit Group Authors Alert on Campaign Intervention


By Michael McNee |  Robert Lyons  |  September 1, 2008

During election years, the Internal Revenue Service takes a keen interest in whether charitable (501(c)(3)) organizations are intervening in political activities. This is particularly relevant in Presidential campaign years. One common characteristic to most charitable organizations is a passion about their respective causes. Since candidates for office are generally "issues" oriented, it is understandable that organizations, particularly those involved in advocacy for a cause, want to support the candidate that supports their position.

Marks Paneth & Shron LLP Nonprofit Group Authors Alert on Campaign Intervention


By Michael McNee |  Robert Lyons  |  September 1, 2008

During election years, the Internal Revenue Service takes a keen interest in whether charitable (501(c)(3)) organizations are intervening in political activities. This is particularly relevant in Presidential campaign years. One common characteristic to most charitable organizations is a passion about their respective causes. Since candidates for office are generally "issues" oriented, it is understandable that organizations, particularly those involved in advocacy for a cause, want to support the candidate that supports their position.

Marks Paneth & Shron to Speak at Inaugural Ascend National Convention


Aug 17, 2008

On August 17, 2008 Sharon Sabba Fierstein, Partner in the Litigation and Corporate Financial Advisory Services Group, will participate, along with the Executive Director of the NYSSCPA, in a mentoring session entitled View from the Top. This session will commence the inaugural Ascend National Convention...

Marks Paneth Featured In 2008 AICPA Video Course


Aug 11, 2008

Marks Paneth Tax Partner, Alan Dlugash, serves as an instructor in the 2008 American Institute of Certified Public Accountants (AICPA) Individual Tax Return Video Course, an update on developments affecting 1040 preparation. The Q&A-style course advises program participants on new developments, planning ideas and tax-saving...

Marks Paneth & Shron to Speak at FAE Conference on High-Net-Worth Planning


Jul 24, 2008

On July 24, 2008, William Henry Jones and Alan J. Dlugash of the firm's Tax Group will chair and present a session, respectively, at the Foundation for Accounting Education (FAE) conference on Strategic Planning for High Net Worth Clients. The event will discuss the impact...

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