Insights & Resources

Shoring Up Protections Against Expense Reimbursement Fraud
6/25/24 3:23 PM

Shoring Up Protections Against Expense Reimbursement Fraud

One type of occupational fraud scheme that became more costly for employers since the beginning of the COVID-19 pandemic in 2020 is expense ...

Restaurant and Hospitality Fraud and Forensic Audit and Assurance
Why Audited Financials Matter
6/25/24 3:22 PM

Why Audited Financials Matter

Reliable financial reporting is key to any company’s success. Here’s why your business should at least consider investing in audited financial ...

Accounting and Financial Operations Audit and Assurance
Federal regulators expand overtime pay requirements, ban most noncompete agreements
5/6/24 3:13 PM

Feds Expand Overtime Pay & Ban Noncompete Agreements

The U.S. Department of Labor (DOL) has issued a new final rule regarding the salary threshold for determining whether employees are exempt from ...

Guide
How Renting Out A Vacation Property Will Affect Your Taxes
4/22/24 4:32 PM

How Renting Out a Vacation Property Will Affect Your Taxes

Are you dreaming of buying a vacation beach home, lakefront cottage or ski chalet? Perhaps you’re fortunate enough to already own one. In either ...

Tax Planning Real Estate and Construction Tax Compliance
Have You Had Your Fraud Checkup?
4/22/24 4:31 PM

Have You Had Your Fraud Checkup?

Victims of fraud often wonder why their auditors didn't flag the deception. "We got a clean opinion!" they might protest. "Why didn't they catch this ...

Fraud and Forensic Audit and Assurance
President Biden’s Proposed Budget Highlights His Tax Agenda
4/22/24 4:31 PM

Update on Retirement Account Minimum Distributions

If you have a tax-favored retirement account, including a traditional IRA, you’ll become exposed to the federal income tax-required minimum ...

Tax Planning Tax Compliance
IRS Issues Guidance on Tax Treatment of Energy Efficiency Rebates
4/22/24 4:31 PM

IRS Issues Guidance on Tax Treatment of Energy Rebates

The Inflation Reduction Act (IRA) established and expanded numerous incentives to encourage taxpayers to increase their use of renewable energy and ...

Tax Planning
President Biden’s Proposed Budget Highlights His Tax Agenda
4/22/24 4:31 PM

Maximize the QBI Deduction Before It's Gone

The qualified business income (QBI) deduction is available to eligible businesses through 2025. After that, it’s scheduled to disappear. So, if ...

Tax Planning Healthcare
4/22/24 4:30 PM

5 Common Mistakes in Estate Planning and How to Avoid Them

Putting together an estate plan is one of the most significant actions you can take for yourself and your loved ones. It’s also one of the most ...

Tax Planning Tax Compliance Estate and Succession Planning Guide