Insights & Resources

The Importance of Appraisals Beyond Business
1/24/24 7:16 PM

The Importance of Appraisals Beyond Business

Whether you’re in the process of making a retirement or estate plan or you intend to donate property to charity, you’ll need to know the value of ...

Tax Planning Real Estate and Construction Valuation Estate and Succession Planning Guide
11 Exceptions to the 10% Penalty Tax on Early IRA Withdrawals
12/15/23 2:58 PM

11 Exceptions to the 10% Penalty Tax on Early IRA Withdrawals

If you’re facing a serious cash shortfall, one possible solution is to take an early withdrawal from your traditional IRA. That means one before ...

Tax Planning Guide
A Company Car is a Valuable Perk, but Don’t Forget About Taxes
12/15/23 2:58 PM

A Company Car is a Valuable Perk, but Don’t Forget About Taxes

One of the most appreciated fringe benefits for owners and employees of small businesses is the use of a company car. This perk results in tax ...

Tax Planning
What is Residual Fraud Risk — and What Can Your Business Do About It?
12/15/23 2:57 PM

What is Residual Fraud Risk — and What Can Your Business Do About It?

By regularly analyzing risk, business owners and executives can better understand and manage the likelihood and potential impact of fraud. Generally, ...

Fraud and Forensic Business Advisory Accounting and Financial Operations Guide Audit and Assurance
The Anatomy of a Client Accounting Services (CAS) Team
12/15/23 2:57 PM

The Anatomy of a Client Accounting Services (CAS) Team

Client Accounting Services (CAS), sometimes referred to as Client Accounting Advisory Services (CAAS), is a specialized field within the accounting ...

Tax Planning
Maximize Year-End Giving with Annual Gift Tax Exclusion
12/15/23 2:57 PM

Maximize Year-End Giving with Annual Gift Tax Exclusion

With the holidays approaching, you might be considering making gifts of stock or cash to family members and other loved ones. By using the annual ...

Tax Planning Estate and Succession Planning
Key 2024 Inflation-adjusted Tax Parameters for Small Businesses
12/15/23 2:56 PM

Key 2024 Inflation-adjusted Tax Parameters for Small Businesses

The IRS recently announced various inflation-adjusted federal income tax amounts. Here’s a rundown of the amounts that are most likely to affect ...

Tax Planning Tax Compliance
New Reporting Rules for Businesses: Compliance Obligations Explained
12/12/23 3:59 PM

New Reporting Rules for Businesses: Compliance Obligations Explained

Your business may soon have to meet new reporting requirements that take effect on January 1, 2024. Under the Corporate Transparency Act (CTA), ...

Fraud and Forensic Tax Compliance Tax Alert
Surprise Bill For Those Who Underpay Their Taxes: Penalty Jumps to 8%
12/4/23 11:04 AM

Surprise Bill For Those Who Underpay Their Taxes: Penalty Jumps to 8%

Failing to keep up with tax payments now could lead to an expensive surprise come next spring. As of Oct. 1, the Internal Revenue Service is charging ...

Tax Compliance