Delaware Tax Planning

Surprise! It’s Examination Time for Investment Advisors

Investment advisers registered with the Securities and Exchange Commission (SEC) across the country should remain on alert for the annual surprise examination that they must undergo. However, this type of surprise is not as fun as a surprise birthday party, so let’s get up to speed on what a surprise examination is about. Background In 2009, the SEC issued its … Continued

Tax Exempt Statuis Reinstatement

The IRS Paves the Paths to Reinstatement of Tax-Exempt Status

If you’re one of the over 500,000 organizations that have lost their tax-exempt status under IRS Code Section 6033(j)and are wandering out in the wilderness, different paths have been laid out for you to regain your eligibility.  Even if your organization has not lost tax-exempt status, be sure to read on to ensure you do not fall into this group. … Continued