Insights & Resources

Tips For Investigating Employee Fraud Leads
3/25/24 1:29 PM

Tips For Investigating Employee Fraud Leads

Occupational fraud is a crime generally committed by employees against their employers. Ironically, employees also are most likely to notice or ...

Fraud and Forensic Guide
Business Valuation Focuses on Both Quantitative and Qualitative Factors
3/25/24 1:29 PM

Business Valuation Focuses on Both Quantitative & Qualitative Factors

Selling a company can be a complex and emotional experience, complicated by a number of factors such as unfavorable economic conditions, reluctance ...

Tax Planning Business Advisory Valuation Transactions and M&A Guide
Federal Court Finds Corporate Transparency Act Unconstitutional
3/25/24 1:29 PM

Federal Court Finds Corporate Transparency Act Unconstitutional

A U.S. District Court judge in Alabama has ruled the Corporate Transparency Act (CTA) unconstitutional. The CTA was enacted as part of the Anti-Money ...

Tax Compliance Tax Alert
President Biden’s Proposed Budget Highlights His Tax Agenda
3/25/24 1:29 PM

President Biden’s Proposed Budget Highlights His Tax Agenda

President Biden has released his proposed budget for the 2025 fiscal year, including numerous tax provisions affecting both businesses and individual ...

Tax Planning
Important Update: Navigating Your TaxCaddy Software and Document Submission Process
3/25/24 1:26 PM

Navigating Your TaxCaddy Software and Document Submission Process

As we navigate another tax season together, we want to ensure your experience with TaxCaddy and our workflow is as smooth and efficient as possible. ...

Tax Planning
Independent Contractor vs. Employee Status: The DOL Issues New Final Rule
2/28/24 9:02 AM

Independent Contractor vs Employee Status: DOL Issues New Final Rule

The U.S. Department of Labor’s (DOL’s) test for determining whether a worker should be classified as an independent contractor or an employee for ...

Real Estate and Construction Tax Compliance Audit and Assurance
Optimizing Tax Strategies Amid Business Losses
2/22/24 10:41 AM

Optimizing Tax Strategies Amid Business Losses

Business losses can sting, particularly when they are large and unexpected. However, there are numerous ways the tax code can help mitigate the ...

Tax Planning Real Estate and Construction Business Advisory Tax Compliance Guide
Financial Insights & Tax Impacts of Short vs. Long-Term Rentals
2/22/24 10:41 AM

Financial Insights & Tax Impacts of Short vs. Long-Term Rentals

In the ever-evolving realm of real estate, opting for either short-term or long-term rentals transcends mere convenience; it represents a choice with ...

Real Estate and Construction Tax Compliance
Tax Implications for Social Security Benefits: What You Need to Know
2/22/24 10:39 AM

Tax Implications for Social Security Benefits: What You Need to Know

Understanding the nuances of tax laws, especially those pertaining to Social Security benefits taxation, is necessary for accurate tax preparation ...

Tax Planning Nonprofit Tax Compliance Guide