Has Your Healthcare Organization Applied for Additional COVID-19 Funding?

Claire Hilleary, CPA, MBA | September 22, 2021

On September 10, 2021 the Department of Health and Human Services (HHS) announced that it will distribute an additional $25.5 billion in COVID-19 relief funds to healthcare providers. Read more.

Monthly Wealth Management Update and Q&A

REDW Wealth | September 22, 2021

Members of the REDW Wealth Investment Committee are hosting monthly webinars to review the current market environment, financial planning topics and tax considerations, as well as answer your questions. Read more.

Provider Relief Fund – Time Is Running Out

Claire Hilleary, CPA, MBA | September 7, 2021

Time is running out for healthcare providers who received Provider Relief Funds (PRF) to submit use of funding reports in the first reporting deadline, which looms heavy on the horizon as September 30, 2021 quickly approaches. Read more.

Daniel Yu Gains CERTIFIED FINANCIAL PLANNER™ Certification

REDW Wealth | September 3, 2021

REDW Wealth LLC, a SEC-registered investment advisory firm subsidiary of REDW LLC, is pleased to announce that Daniel Yu, Chief Investment Officer, has been awarded CERTIFIED FINANCIAL PLANNER™ certification by the Certified Financial Planner Board of Standards, Inc. Read more.

Understanding New Mexico’s Cannabis Laws

Cristin Heyns-Bousliman | September 2, 2021

As companies grapple with the reality that recreational marijuana is legal in New Mexico, many assume that the new law, The Cannabis Regulation Act, controls their employer/employee relationship. They worry that because recreational marijuana is legal, they can’t prohibit its use and might not be allowed to test employees for it. There is no need to worry – especially in the healthcare field. Read more.

Financial Advisor Ranks REDW Wealth among Registered Investment Advisors in 2021

REDW Wealth | August 27, 2021

REDW Wealth LLC, a SEC-registered investment advisory firm subsidiary of REDW LLC, is pleased to announce a recent recognition in the accounting and financial services industry. In its 2021 ranking of top U.S. Registered Investment Advisors (“RIAs”), Financial Advisor lists REDW Wealth as #356 by assets under management. Read more.

When Buying or Selling a Business, Add SALT to Your Due Diligence Recipe

James Ortiz | August 25, 2021

When you acquire or sell a business, you naturally want to perform your due diligence to identify and analyze any risk associated with the transaction. But have you factored State and Local Tax, or SALT, into the due diligence mix? If not, you may discover that another person’s tax compliance mistakes become your problem. Read more.

Changes to New Mexico Gross Receipts Tax Sourcing Laws for Filing Period Ending July 2021

James Ortiz and Luis Giron | August 24, 2021

Effective July 1, 2021 New Mexico has moved to destination-based sourcing from origin-based sourcing. For monthly gross receipts tax filers, gross receipts tax returns due August 25 will be the first gross receipts tax report using the new sourcing rules. Read more.

MTC Adopts New “Internet Rule” Regarding PL 86-272

Jeanna Schenk, CPA | August 16, 2021

On August 4, 2021, the Multistate Tax Commission (MTC) held a vote of their compact and sovereignty member states on the revised “Statement of Information Concerning Practices of Multistate Tax Commission and Supporting States Under Public Law 86-272.” The changes that were voted on are related to a section addressing internet activities, specifically. Read more.

REDW Wealth Ranked in Top 150 Leading CPA Financial Planners by Accounting Today

REDW Wealth | August 13, 2021

REDW Wealth LLC is pleased to announce that it has again received a recognition from the accounting and financial services industry. Accounting Today lists REDW Wealth among the top 150 firms by assets under management in the Top 150 Firms by AUM by Accounting Today. Read more.