Logistics Brief



  The Ledger 2019 May/June

Banking Alert: Reduced Reporting for Covered Depository Institutions

   June 26, 2019

In June 2019, the Office of the Comptroller of the Currency (“OCC”), the Board of Governors of the Federal Reserve […]

Broker-Dealer June 2019 Alert

   June 26, 2019

In the wake of FINRA’s Annual Conference, and the New York State Society of Certified Public Accountants Stockbrokerage Committee Conference […]

Research Credit Disallowed Due to Lack of Supporting Documentation

   June 26, 2019

In the recent Siemer Milling Company v. Commissioner (T.C. Memo 2019-37, 4/15/2019), the United States Tax Court found in favor […]

Supreme Court Determines Trust Is Not Subject To North Carolina Income Tax

   June 25, 2019

In a much anticipated decision, the US Supreme Court ruled in N.C. Department of Revenue v The Kimberley Rice Kaestner […]