Insights & Resources

President Biden’s Proposed Budget Highlights His Tax Agenda
April 22, 2024

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
5 Common Mistakes in Estate Planning and How to Avoid Them
April 22, 2024

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
President Biden’s Proposed Budget Highlights His Tax Agenda
April 22, 2024

Coordinating Sec. 179 Tax Deductions with Bonus Depreciation

Your business should generally maximize current-year depreciation write-offs for newly acquired assets. Two federal tax breaks can help achieve this ...

Tax Planning • Real Estate and Construction • Guide
Inheritance Unplanned: The Unexpected Impact of Taxes on Families
March 25, 2024

Inheritance Unplanned: The Unexpected Impact of Taxes on Families

Estate taxes are a complex and frequently misunderstood part of financial planning that can significantly impact the inheritance process. The federal ...

Tax Planning • Tax Compliance • Estate and Succession Planning
Cash Reserve Policies and Considerations for Cash Management
March 25, 2024

Cash Reserve Policies and Considerations for Cash Management

Nonprofits operate in a complex market full of near-constant challenges and changes. Technology advances, an uncertain economy, changing donor ...

Tax Planning • Nonprofit • Guide
Tips For Investigating Employee Fraud Leads
March 25, 2024

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
March 25, 2024

Business Valuation Focuses on Both Quantitative and 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
President Biden’s Proposed Budget Highlights His Tax Agenda
March 25, 2024

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
March 25, 2024

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