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Articles by Macias Gini
6 Answers To Plan Sponsor Questions About Initial Employee Benefit Plan Audits
Key Takeaways: Employee benefit plans may require an initial independent qualified public accountant (IQPA) financial statement audit when participant counts or business changes trigger regulatory requirements. Initial audits typically involve additional procedures and documentation to validate opening balances, historical activity, and plan records.
Delaware, Texas Step Up Unclaimed Property Enforcement
Key Takeaways: Delaware continues to issue verified report notices that can require companies to certify their unclaimed property reporting and provide supporting information within specified deadlines. Texas is sending outreach letters to companies that may have outstanding unclaimed property reporting and remittance obligations. Companies receiving notices from either state should respond promptly and review their records, reporting history, and unclaimed property compliance procedures.
Pennsylvania Section 163(j) Changes Could Affect 2025 Tax Filings
Key Takeaways: Pennsylvania has limited its existing Section 163(j) guidance to tax years beginning before January 1, 2025. Some taxpayers may now need to calculate the Section 163(j) limitation on a separate-company basis for Pennsylvania purposes. Pennsylvania has also decoupled from the more favorable federal EBITDA-based calculation for 2025.
FinCEN Final Rule Permanently Removes Beneficial Ownership Reporting Requirements For U.S. Companies
Key Takeaways: U.S. companies are now permanently exempt from beneficial ownership reporting requirements under the Corporate Transparency Act. FinCEN’s final rule makes permanent the relief previously provided under its March 2025 interim rule. Certain foreign entities registered to do business in the U.S. remain subject to beneficial ownership reporting requirements.
How To Build A Cyber-Aware Culture In Your Tribal Operations
Key Takeaways: Cyber risk is not just technical — it’s cultural and behavioral. Tribal entities receive help from training, clear reporting paths, and leadership involvement. A cyber-aware culture improves response times and reduces vulnerability. Cybersecurity is no longer just an IT issue. Today, the most serious risks often begin with a simple action — an employee clicking on a phishing link, reusing passwords, or approving a fraudulent invoice.
Washington’s Millionaires’ Tax Heads To November Ballot
Macias Gini & O'Connell’s articles from MGO CPA LLP are most popular: with readers working within the Accounting & Consultancy industries MGO CPA LLP are most popular: within Environment, Intellectual Property and Wealth Management topic(s) with Finance and Tax Executives Key Takeaways: Washington voters will decide the future of the state’s new 9.9% tax on annual taxable income above $1 million after a repeal initiative qualified for the November ballot.
States Begin Addressing Sales Tax Effects Of Cessation Of Penny Production
Macias Gini & O'Connell’s articles from MGO CPA LLP are most popular: with readers working within the Accounting & Consultancy industries MGO CPA LLP are most popular: within Environment, Intellectual Property and Wealth Management topic(s) with Finance and Tax Executives Key Takeaways: States are issuing new guidance on cash transaction rounding following the U.S. Mint’s decision to stop producing pennies.
Why Financial Credibility Impacts Who Gets Funded In Cannabis
MGO CPA LLP are most popular: within Intellectual Property, Environment and Wealth Management topic(s) with Finance and Tax Executives with readers working within the Accounting & Consultancy industries Key Takeaways: Access to capital in the cannabis industry is increasingly driven by financial credibility, not just market opportunity or growth potential.
Georgia Enacts Key SALT Legislation: What Taxpayers Should Know
MG MGO CPA LLP More As a global team of more than 500 financial service professionals, we stand ready to serve you through assurance, tax, consulting, outsourcing, and private client services where and when you need us. Georgia's 2026 legislative session brought significant state tax changes, including updated IRC conformity rules that deliberately diverge from federal law in key areas.
2026 GAAP Changes: What Your Finance Team Should Address Before Year-End
MGO CPA LLP are most popular: within Intellectual Property, Environment and Wealth Management topic(s) with Finance and Tax Executives with readers working within the Accounting & Consultancy industries Key Takeaways: The biggest challenge with GAAP amendments effective for 2026 isn’t understanding the new guidance — it’s making consistent policy decisions, documenting judgments, and preparing systems before year-end.
Case Study: Finding Hidden Tax Savings For A Multi-Business Household
Macias Gini & O'Connell’s articles from MGO CPA LLP are most popular: with readers working within the Accounting & Consultancy industries MGO CPA LLP are most popular: within Environment and Intellectual Property topic(s) with Finance and Tax Executives A strategic tax review reveals an estimated $65,000 refund opportunity A successful healthcare provider and his spouse owned and operated multiple businesses, including medical and consulting entities.
How To Prepare Your Cannabis Business For A Tax Audit
Macias Gini & O'Connell’s articles from MGO CPA LLP are most popular: with readers working within the Accounting & Consultancy industries MGO CPA LLP are most popular: within Environment and Intellectual Property topic(s) with Finance and Tax Executives Key Takeaways: Prepare for a cannabis tax audit by retaining thorough financial records, following GAAP-compliant accounting methods as a best practice, and staying current on all federal tax obligations.
Building Workforce Resilience At A Public Utility Agency
MG MGO CPA LLP More As a global team of more than 500 financial service professionals, we stand ready to serve you through assurance, tax, consulting, outsourcing, and private client services where and when you need us. A Southern California public agency engaged MGO to conduct an independent assessment of its succession planning practices after identifying talent acquisition, retention, and workforce continuity as key organizational risks.
Protecting Your Tribal Grant Programs From Cyber And Fraud Risk
MG MGO CPA LLP More As a global team of more than 500 financial service professionals, we stand ready to serve you through assurance, tax, consulting, outsourcing, and private client services where and when you need us. Tribal governments receiving unprecedented federal funding through programs like ARPA, FEMA, and broadband grants face growing cyber threats and fraud schemes targeting their grant administration systems.
House Advances Taxpayer Protections As Tax Administration Reform Gains Momentum
MG MGO CPA LLP More As a global team of more than 500 financial service professionals, we stand ready to serve you through assurance, tax, consulting, outsourcing, and private client services where and when you need us. The House has passed bipartisan legislation aimed at protecting taxpayers' rights during IRS disputes, including measures to pause refund claim deadlines and prevent the agency from offsetting... United States Idaho Tax
IT Audit Considerations For Information Produced By The Entity (IPE)
MG MGO CPA LLP More As a global team of more than 500 financial service professionals, we stand ready to serve you through assurance, tax, consulting, outsourcing, and private client services where and when you need us. Financial reporting increasingly depends on automated systems, making the integrity of Information Produced by the Entity (IPE) critical to audit quality and accurate conclusions.
Why Outsourcing Is Becoming The Next Evolution For Family Offices
Macias Gini & O'Connell’s articles from MGO CPA LLP are most popular: with Finance and Tax Executives with readers working within the Accounting & Consultancy industries Key Takeaways: Family offices are facing increasing operational complexity, talent shortages, and succession challenges that can strain traditional in-house models.
The Next Tax Frontier: 5 Questions Every Space Company Should Be Asking
Macias Gini & O'Connell’s articles from MGO CPA LLP are most popular: with Finance and Tax Executives with readers working within the Accounting & Consultancy industries Key Takeaways: Existing tax rules weren’t designed for orbital businesses, creating uncertainty around depreciation, credits, and tax planning. Space companies should evaluate tax implications now rather than waiting for future regulatory guidance.
Case Study: Helping A Founder Prepare For A High‑Stakes Business Exit
Macias Gini & O'Connell’s articles from MGO CPA LLP are most popular: with Finance and Tax Executives with readers working within the Accounting & Consultancy and Aerospace & Defence industries A reactive sale reveals why exit readiness — not timing — drives better outcomes for owners. Selling a business is rarely just a transaction. For many owners, it is the culmination of decades of work — and often the most consequential financial event of their lives.
IRS Releases Final Forms For Section 987 Reporting And Elections
Macias Gini & O'Connell’s articles from MGO CPA LLP are most popular: with Finance and Tax Executives with readers working within the Accounting & Consultancy and Aerospace & Defence industries Key Takeaways: The IRS released final Forms 8964-ELE and 8964-TRA for taxpayers subject to the Section 987 regulations. Section 987 elections made for 2025 can have lasting implications and may limit election opportunities in future tax years.
Illinois Unclaimed Property Compliance Enforcement Continues
Macias Gini & O'Connell’s articles from MGO CPA LLP are most popular: with Finance and Tax Executives with readers working within the Accounting & Consultancy and Aerospace & Defence industries Key Takeaways: Illinois is expanding unclaimed property enforcement, issuing 100–150 self-audit notices each quarter. Businesses should respond quickly to Treasurer notices, as missed deadlines could trigger a third-party examination.
Forgot About The 2017 Transition Tax? It Hasn’t Forgotten You
Macias Gini & O'Connell’s articles from MGO CPA LLP are most popular: with readers working within the Accounting & Consultancy and Aerospace & Defence industries MGO CPA LLP are most popular: within Environment and Intellectual Property topic(s) with Finance and Tax Executives Key Takeaways: A Section 965(i) election defers payment of the transition tax but does not eliminate the liability, and annual Form 965-A reporting remains required until the tax is fully paid.
10 Hidden Challenges Of Running A Family Office
Macias Gini & O'Connell’s articles from MGO CPA LLP are most popular: with readers working within the Accounting & Consultancy and Aerospace & Defence industries MGO CPA LLP are most popular: within Environment and Intellectual Property topic(s) with Finance and Tax Executives Key Takeaways: As family offices grow, governance, succession planning, and communication become increasingly important. Operational risks often stem from key-person dependency, siloed advisors, and outdated processes.
4 Critical Actions For Effective M&A Communications
Macias Gini & O'Connell’s articles from MGO CPA LLP are most popular: with Senior Company Executives and HR with readers working within the Accounting & Consultancy and Aerospace & Defence industries Key Takeaways: Clear, consistent communication helps build trust and reduce uncertainty throughout an M&A transaction. Managers play a key role in maintaining employee engagement and supporting successful integration.
Payroll Risks And Compliance: How Employers Can Identify And Prevent Common Errors
MG MGO CPA LLP More As a global team of more than 500 financial service professionals, we stand ready to serve you through assurance, tax, consulting, outsourcing, and private client services where and when you need us. Payroll compliance in the U.S. involves navigating complex federal, state, and local regulations across worker classification, compensation reporting, and payroll deductions.
IRS Rolls Out Updated Extension Request Pathway For Denied ERC Refund Claims
Macias Gini & O'Connell’s articles from MGO CPA LLP are most popular: with readers working within the Accounting & Consultancy and Aerospace & Defence industries MGO CPA LLP are most popular: within Environment, Intellectual Property and Privacy topic(s) with Finance and Tax Executives Key Takeaways: Taxpayers with denied ERC claims may now request additional time to preserve their right to pursue a refund without immediately resorting to litigation.
Taxpayers Are Receiving IRS Notices Demanding Bank Account Information: Be Alert For Scams
Macias Gini & O'Connell’s articles from MGO CPA LLP are most popular: with readers working within the Accounting & Consultancy and Aerospace & Defence industries MGO CPA LLP are most popular: within Environment, Criminal Law and Privacy topic(s) with Finance and Tax Executives Key Takeaways: IRS Notice CP53E is being issued to taxpayers whose refund direct deposit information is missing, invalid, or rejected, though some notices may have been sent in error.
Case Study: From NIL To The NBA — Guiding A Top Draft Pick Through Financial Complexity
Macias Gini & O'Connell’s articles from MGO CPA LLP are most popular: with readers working within the Accounting & Consultancy and Aerospace & Defence industries MGO CPA LLP are most popular: within Environment, Criminal Law and Privacy topic(s) with Finance and Tax Executives A rising basketball star transitions from NIL athlete to multi-million-dollar professional with structured guidance and informed decision-making support.
Exercising Good Board Governance In M&A Due Diligence
Macias Gini & O'Connell’s articles from MGO CPA LLP are most popular: with readers working within the Accounting & Consultancy and Aerospace & Defence industries MGO CPA LLP are most popular: within Criminal Law, Privacy and Law Department Performance topic(s) with Senior Company Executives, HR and Finance and Tax Executives in European Union Key Takeaways: Strong board oversight helps organizations identify and mitigate strategic, financial, operational, and cultural M&A risks.
California’s New Sourcing Rules For 2026: Risks And Opportunities For Asset Managers
Macias Gini & O'Connell’s articles from MGO CPA LLP are most popular: in United States with readers working within the Accounting & Consultancy and Aerospace & Defence industries MGO CPA LLP are most popular: within Criminal Law, Privacy and Law Department Performance topic(s) with Senior Company Executives, HR and Finance and Tax Executives Key Takeaways: Beginning in 2026, California will source certain asset management fees based on investor or beneficial owner location.
Foreign Tax Credits
MG MGO CPA LLP More As a global team of more than 500 financial service professionals, we stand ready to serve you through assurance, tax, consulting, outsourcing, and private client services where and when you need us. Understanding foreign tax credits is essential for taxpayers with international income.
How Your Business Can Prepare For Tax Disclosure Changes
Macias Gini & O'Connell’s articles from MGO CPA LLP are most popular: in United States with readers working within the Aerospace & Defence industries MGO CPA LLP are most popular: within Criminal Law, Law Department Performance and Real Estate and Construction topic(s) Key Takeaways: New tax laws and ASC 740 changes require updated processes and financial reporting disclosures. Private companies must prepare for ASU 2023-09 enhanced income tax disclosure rules.
How Your Business Can Stay Ahead Of New State Tax Changes
Macias Gini & O'Connell’s articles from MGO CPA LLP are most popular: in United States with readers working within the Aerospace & Defence industries MGO CPA LLP are most popular: within Criminal Law, Law Department Performance and Real Estate and Construction topic(s) Key Takeaways: State conformity to the One Big Beautiful Bill Act will drive state tax complexity for private businesses. Understanding sales factor apportionment rules can uncover tax savings across jurisdictions.
Case Study: Strengthening Tax Strategy For A Global Coffee Trading Business
Macias Gini & O'Connell’s articles from MGO CPA LLP are most popular: in United States with readers working within the Aerospace & Defence industries MGO CPA LLP are most popular: within Criminal Law, Law Department Performance and Real Estate and Construction topic(s) A growing coffee sourcing and trading company gains greater clarity and support through MGO's proactive tax guidance and collaborative approach.
Global Mobility And Payroll Changes Under The OBBBA
Macias Gini & O'Connell’s articles from MGO CPA LLP are most popular: in United States with readers working within the Aerospace & Defence industries MGO CPA LLP are most popular: within Criminal Law, Law Department Performance and Real Estate and Construction topic(s) Key Takeaways: Global mobility programs face new compliance and reporting risks due to changes in state and local tax limits, deductions, and refund delivery rules.
Is Your Firm’s Cash Flow Healthy? A Checklist For Professional Services
MG MGO CPA LLP More As a global team of more than 500 financial service professionals, we stand ready to serve you through assurance, tax, consulting, outsourcing, and private client services where and when you need us. Cash flow is one of the most persistent challenges for professional services firms — especially when revenue depends on people, utilization, work in progress (WIP), and partner compensation decisions. United States Strategy
Case Study: Strengthening Federal Compliance For A Large Airport Construction Project
MG MGO CPA LLP More As a global team of more than 500 financial service professionals, we stand ready to serve you through assurance, tax, consulting, outsourcing, and private client services where and when you need us. A major regional airport authority, serving one of the nation’s busiest metropolitan areas and connecting millions of travelers annually... United States Government, Public Sector
Customs And Tariff Strategies For Navigating Uncertain Trade Policy
MGO CPA LLP are most popular: within Criminal Law, Law Department Performance and Real Estate and Construction topic(s) with readers working within the Accounting & Consultancy, Aerospace & Defence and Insurance industries Key Takeaways: Duty drawback and the First Sale Rule can unlock significant savings for importers facing rising tariffs. Customs valuation strategies must align with transfer pricing policies to avoid costly mismatches.
IRS Shifts Course On Break Fees And M&A Reporting
Macias Gini & O'Connell’s articles from MGO CPA LLP are most popular: with readers working within the Business & Consumer Services industries MGO CPA LLP are most popular: within Law Department Performance and Real Estate and Construction topic(s) Key Takeaways: The Tax Court ruled in AbbVie, Inc. Subsidiaries v. Commissioner that a $1.6 billion termination fee is deductible as an ordinary business expense, not a capital loss.
New International Tax Rules Reshape Planning For 2026
Macias Gini & O'Connell’s articles from MGO CPA LLP are most popular: with readers working within the Business & Consumer Services industries MGO CPA LLP are most popular: within Law Department Performance and Real Estate and Construction topic(s) Key Takeaways: GILTI and FDII are rebranded as NCTI and FDDEI, with new rates, rules, and allocation limits starting in 2026. BEAT increases to 10.5% and interacts with domestic provisions, altering outcomes for many international structures.
Is Your Company 10-Q Ready For 2026?
MG MGO CPA LLP More As a global team of more than 500 financial service professionals, we stand ready to serve you through assurance, tax, consulting, outsourcing, and private client services where and when you need us. Form 10-Q is still a cornerstone of quarterly financial reporting, offering stakeholders prompt insights into your organization’s performance, risks, and strategic developments. United States Accounting and Audit
Why You Need A Tax-Smart Treasury Strategy In Volatile Markets
MG MGO CPA LLP More As a global team of more than 500 financial service professionals, we stand ready to serve you through assurance, tax, consulting, outsourcing, and private client services where and when you need us. In today's unpredictable market environment, treasury leaders are rethinking how to manage risk. United States Tax
Navigating U.S. Tax And Regulatory Requirements: A Guide For International Companies
MGO CPA LLP are most popular: within Law Department Performance, Real Estate and Construction and Insurance topic(s) with readers working within the Accounting & Consultancy industries Key Takeaways: U.S. sales and use taxes differ fundamentally from VAT systems, and misunderstanding those differences can result in significant compliance exposure. Following the Supreme Court’s decision in South Dakota v.
Section 382 Tax Strategy Planning In Uncertain Capital Markets
MGO CPA LLP are most popular: within Law Department Performance, Real Estate and Construction and Insurance topic(s) with readers working within the Accounting & Consultancy industries Key Takeaways: Section 382 planning is critical in capital raises and M&A to preserve net operating losses, R&D, and 174 tax attributes. Companies can reduce Section 382's impact through real-time ownership tracking and proactive structuring.
Mid-Market Tax Credit Changes To Watch In 2026
MGO CPA LLP are most popular: within Law Department Performance, Real Estate and Construction and Insurance topic(s) with readers working within the Accounting & Consultancy industries Key Takeaways: The Work Opportunity Tax Credit expired on December 31, 2025; unless Congress extends this credit, employers will not be able to use it in 2026. Section 199A pass-through deduction is now permanent, with relaxed phaseout rules for some high-income business owners.
New Paths To Credit Monetization And Community Investment After The OBBBA
Macias Gini & O'Connell’s articles from MGO CPA LLP are most popular: with Finance and Tax Executives with readers working within the Business & Consumer Services industries Key Takeaways: The OBBBA makes the New Markets Tax Credit program and Opportunity Zones permanent, unlocking long-term planning strategies. State tax credit transfer markets are expanding rapidly, creating new liquidity and structuring options.
401(k) And 403(b) Forfeiture Account Rules: What Plan Fiduciaries Need To Know
MG MGO CPA LLP More As a global team of more than 500 financial service professionals, we stand ready to serve you through assurance, tax, consulting, outsourcing, and private client services where and when you need us. Forfeiture accounts are a routine part of many retirement plans — but they're also getting more attention from regulators. United States Employment and HR
Navigating Energy Credit Shifts Under The OBBBA: Timing, Sourcing, And Planning Tips
MG MGO CPA LLP More As a global team of more than 500 financial service professionals, we stand ready to serve you through assurance, tax, consulting, outsourcing, and private client services where and when you need us. The One Big Beautiful Bill Act (OBBBA) significantly reshapes the U.S. energy credit landscape, affecting developers, manufacturers, fuel producers, and private companies investing in clean‑energy projects. United States Energy and Natural Resources
Case Study: Engineering A Better Exit For A Metal Fabrication Manufacturing Company
Macias Gini & O'Connell’s articles from MGO CPA LLP are most popular: with Finance and Tax Executives with readers working within the Business & Consumer Services industries A middle-market metal fabrication business secures a premium sale price with MGO’s strategic financial optimization and transaction support. A San Diego-based precision manufacturing company specializing in complex components for industries such as aerospace, defense, and medical equipment had been family-run for decades.
How Private Equity Firms Can Prepare For ILPA's New Reporting And Performance Templates By Q1 2026
Macias Gini & O'Connell’s articles from MGO CPA LLP are most popular: with Finance and Tax Executives with readers working within the Business & Consumer Services and Insurance industries Key Takeaways: ILPA's updated reporting and new performance templates will become standard practice starting in Q1 in 2026 for private equity funds. As a fund manager, you should be ready to assess technology, processes, and LP communications to prepare for your compliance and investor expectations.
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