Press Room: All Categories

May 01, 2024

Managing Director Kevin Kiyan to Present at 2024 Transfer Pricing Innovation Symposium

Andersen Managing Director Kevin Kiyan will participate in a panel discussion at the University of San Diego School of Law’s 2024 Transfer Pricing Innovation Symposium on May 10, 2024. Kevin is a panelist on ...

May 01, 2024

Andersen Managing Director Joe Calianno’s Article on Retroactive QEF Relief Green Book Proposal Is Featured in Tax Notes

Andersen Managing Director Joe Calianno’s article Retroactive QEF Relief Made Easier: A Green Book Proposal That Should Be Enacted was recently featured in Tax Notes. In the article, Joe examines the ...

April 26, 2024

Andersen’s Jonathan Tennant, Heather Roush, Jerry Fish, and Laura Moran are Featured Speakers at TEI 2024 Tax Symposium in Chicago

Andersen Managing Directors Jonathan Tennant, Heather Roush, Jerry Fish, and Director Laura Moran are featured speakers at the TEI 2024 Tax Symposium in Chicago on June 18–21, 2024. They will participate in the following sessions: ...

April 26, 2024

Navigating the Updated Required Minimum Distribution Rules for IRAs Inherited After 2019

This release provides further updates to Andersen’s for the Record Q3 2022 Newsletter article available here. The Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act), signed into law on ...

April 25, 2024

Andersen Webcast: QSBS Strategies for the Investor

The QSBS exemption can be a very powerful component of any investment strategy. Join Andersen May 22 to take a deeper dive into QSBS including usage with Simple Agreement for Future Equity (SAFE) instruments, ...

April 24, 2024

Valuation Insights for Market Capitalization Reconciliations

Many companies are currently in the process of completing their annual goodwill impairment tests under the requirements of Financial Accounting Standards Board (FASB) Accounting Standards Codification Topic 350 Intangibles – Goodwill and Other.

April 24, 2024

Troubled Waters: International Reporting Obligations for U.S. Individual Taxpayers With Offshore Connections

Navigating the complexity and breadth of IRS reporting requirements for U.S. individuals with foreign financial investments requires a holistic understanding of the scope of possible penalties, as well as the current state

April 24, 2024

SAFEs and QSBS Considerations

In the venture capital and start-up world, Simple Agreement for Future Equity (SAFE) instruments have been used to raise funds by new business ventures since 2013. SAFEs were initially developed by Y Combinator Management,

April 24, 2024

The Bargain Sale: Exploring an Alternative to Outright Charitable Giving

Often overlooked in philanthropic planning, the bargain sale can serve as a valuable tool for both taxpayers and charities alike. Typically concerning less traditional assets such as real estate, artwork, or other collectibles,

April 18, 2024

Andersen Managing Directors Clarissa Cole and Cory Ellenson Are Featured Speakers at TEI Region 10 Conference on May 22-24, 2024

Andersen Managing Directors Clarissa Cole and Cory Ellenson are featured speakers at the TEI Region 10 Conference in Dana Point, California, from May 22-24, 2024. They will participate in the following sessions on May 23: Cory ...