Insights
The power of our industry experience is in the perspective we bring to help you leverage your capabilities and resources.
Interest Rate Hedging in a Volatile Market
June 5, 2023In this piece for the Journal of Taxation of Financial Products, our Michael E. Bauer and other industry professionals outline the current interest rate environment, the matching principle, and more.
BDO in the Boardroom Podcast - Episode 63: ESG Considerations for Supply Chain Management
June 5, 2023Join BDO's Center for Corporate Governance Amy Rojik as she and her colleague Andrea Greco, Managing Director, Management Advisory Services - Supply Chain Consulting, discuss what directors need to know about environmental, social and governance (ESG) factors along with operational and evolving regulations that impact both risk and opportunity within supply chain management.
Tax at the Speed of Tech Podcast - Episode 6: Unleash the Developer in All of Us
June 5, 2023In this episode, host Chris D’Ambola welcomes Paula Hansen, President, and Chief Revenue Officer at Alteryx, to discuss how technology like Alteryx empowers everyone to generate insights from data.
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BEPS 2.0: Addressing Organizational Impact of Global Tax Reform
June 5, 2023The following are questions for boards and management teams to consider in executing a risk mitigation strategy to address the organizational impact related to global tax reform.
Events & Webcasts
60-second Retail Podcast - Episode 134: Elastic Websites Drive Time on Site
June 2, 2023Tune in to hear BDO’s Robert Brown’s take on elastic websites and why retailers should consider implementing them.
Have Qualified Small Business Stock? Consider Section 1202 as Part of Your Estate and Trust Planning
June 2, 2023For individuals seeking to minimize taxes while also transferring wealth to the next generation, the income tax benefits provided under Internal Revenue Code Section 1202 can match up well with estate planning efforts.
As Your Wealth Grows, Think Beyond Your Balance Sheet
June 1, 2023Acquiring wealth is the first step in building a family wealth enterprise, but only just the beginning. Having access to information that helps you manage the complexities of that wealth and avoid future costly mistakes is critical to long-term success.
Higher Ed: Extend the HEERF III Deadline to Spend Down Funds
May 31, 2023Higher education institutions that received funding through the Higher Education Emergency Relief Fund III have the opportunity to extend the deadline for up to twelve months to spend down funds. Here are the requirements for requesting the no-cost extension by the June 20 deadline.
Nonprofit Standard
Government Appeals Tax Court Decision on Leveraged Partnership Transactions, Anti-Abuse Rules
May 31, 2023DOJ files opening brief in appeal of Seventh Circuit of Tax Court's decision in Tribune Media Co. V. Commissioner on leveraged partnership transactions and anti-abuse rules.
Selections
IRS Doubles Down On Substantiation of Health and Dependent Care Expenses
May 31, 2023The IRS recently cautioned employers that the tax-free status of all benefits provided under their Internal Revenue Code (IRC) Section 125 cafeteria plan could be lost if employees are allowed to self-certify or use shortcut methods to substantiate reimbursable expenses.
Trust but Verify: Enabling Digital Trust Through Compliance
May 31, 2023Learn what types of reports companies should considered to establish and maintain digital trust in the marketplace.
BDO Talks ERISA Podcast - Episode 31: Q&A regarding SECURE 2.0
May 31, 2023In this episode, Joanne Szupka discusses the top questions regarding SECURE 2.0.
How to Set Effective ESG Goals and Targets
May 30, 2023Without careful planning at the initial goal and target-setting stage, it may be impossible for companies to unlock the potential for value creation. In BDO’s series on starting your ESG journey, we outline key considerations that can help your company set effective ESG goals.
Starting Your ESG Journey: Pave the Way for a Sustainable, Resilient Future
May 30, 2023As you begin your ESG journey, the volume of decisions and activities may seem overwhelming. To help, BDO has created a five-step approach to develop a customized ESG strategy and program that delivers lasting impact.
What To Know About Changes in the LDTI Implementation Journey
May 30, 2023If you are one of the many insurance organizations working to comply with changes to the accounting standard for Long Duration Targeted Improvements (LDTI), then you know that the implementation of this new standard is complex.
Materiality Assessment: Identify the ESG Issues Most Critical to Your Company
May 30, 2023Conducting an ESG materiality assessment is an important step in ESG strategy and program development. In this article, we share insights to help you plan your ESG materiality assessment and effectively use the information it provides.
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