HomeArticles by: CariAnn J. Todd

Articles by CariAnn J. Todd

CPA

Principal

Accounting & Assurance

CariAnn Todd is a Principal for BeachFleischman, where she directs the firm’s Employee Benefit Plan Group and serves as a member of the Accounting & Assurance Department.

IRS offers a withdrawal option to businesses that claimed ERTCs

The IRS has created a path that businesses can use to withdraw unprocessed ERTC claims if they determine the claims are invalid.

IRS suspends processing of ERTC claims

With fraudulent Employee Retention Tax Credit claims on the rise, the IRS has suspended claim processing through year end.

New report identifies high-risk areas in financial reporting

Which areas of your organization’s financial statements pose the greatest risk of material misstatement? Here’s a recent report that may help identify high-risk accounts and transactions.

Reporting UTPs on your financial statements

Should your company report tax positions taken (or to be taken) on tax returns before they’re resolved with the tax authorities? Here’s an overview of the accounting rules for uncertain tax positions under U.S. GAAP.

Demystifying deferred taxes

When reviewing a company’s financial statements, you may wonder: What are deferred taxes and how does the company quantify them? Wonder no more.

Inflation means you and your employees can save more for retirement in 2023

The tax-advantaged retirement plan contribution amounts will be much higher next year than they’ve been in recent years. The reason? Inflation. Find out how much can be saved in 401(k)s, SEP plans, IRAs and more.

Evaluating an ESOP from a succession planning perspective

Business owners: If combining an employee retirement plan with a succession planning vehicle intrigues you, check out an ESOP.

Infrastructure law sunsets Employee Retention Credit early

The sun has set on the valuable Employee Retention Credit. Here’s what happened.

M&A: Considerations for PPP Loans

Do you have a business that received a PPP loan and now you are considering a change in ownership, like a sale, purchase of a competitor or even adding a new partner? There are several different things that need to be considered before any transaction in order to preserve your ability to get PPP loan forgiveness. Here are the questions you should be asking before you sign on the dotted line.