Gray, Gray & Gray is pleased to present the results of our 2016 Defined Contribution Plan Industry Survey! Please complete the brief form below to access a PDF of the results.
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Your Year-End Financial ChecklistSeven aspects of your financial life to review as the year draws to a close.Presented by Gray Equity Management, LLC The end of a year makes us think about last-minute things we need to address and good habits we want to start keeping. To that end, here are seven aspects of your
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The unexpected victory of Donald Trump in the 2016 Presidential election has experts scrambling to review his proposed changes to the federal tax laws. While nobody can predict with complete accuracy what adjustments Trump will attempt to make as President, or what Congress will agree to consider, a look at some of the ideas he
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With the holiday season rapidly approaching, now is the time many employers are addressing any seasonal gifts or bonuses they will be giving employees. You should be aware that the type and size of gift you give can affect both the company’s ability to deduct the cost, and the employee’s compensation liability for taxes. Let’s
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Have you started your holiday shopping yet? If you are a business that promotes itself by giving holiday gifts to clients or vendors, the tax law has some very Grinch-like rules about deducting the cost of the gifts you give during the holidays, or at any other time of year. The IRS publication 463 explains
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Volatility Is Not RiskThe two should not be confused.Presented by Gray Equity Management, LLC What is risk? To the conservative investor, risk is a negative. To the opportunistic investor, risk is a factor to tolerate and accept. Whatever the perception of risk, it should not be confused with volatility. That confusion occurs much too frequently.
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The Department of Labor’s (DOL) new overtime rules that more than doubles the salary threshold to determine who is eligible for overtime pay is being challenged in federal court by 21 states. The new regulations are scheduled to take effect nationwide in December 1, 2016. According to the Wall Street Journal, the Attorneys General in
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Why a nonqualified deferred comp plan may be right for youWhat if a nonqualified deferred compensation plan (NQDCP) enabled your senior managers to replace a higher proportion of their current income when they retire? While NQDCPs often are perceived as only for top executives, they may also be right for your upper-level staff. Some considerationsThe
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Watch out for these common M&A deal obstaclesEverything may be going according to plan in an M&A negotiation, until something suddenly puts the entire deal in doubt. Perhaps the buyer gets cold feet after conducting a round of due diligence or the selling owner feels insulted by what he considers a lowball offer. Whatever the
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October 17 — Personal returns that received an automatic six-month extension must be filed today and any tax, interest, and penalties due must be paid. Electing large partnerships that received an additional six-month extension must file their Forms 1065-B today. If the monthly deposit rule applies, employers must deposit the tax for payments in September